Top 538 CRM automation workflows

Who’s it for This template is built for WooCommerce store owners, eCommerce managers, and automation agencies who want to manage store operations directly from Telegram using an AI assistant. It’s ideal for users looking to save time, automate support, and access store data conversationally. How it works When a user sends a messag...

Quick overview This workflow runs hourly to collect campaign spend, clicks, and impressions from Meta (Facebook), Google Ads, TikTok Ads, and Taboola, then upserts the metrics into Airtable and creates a time-stamped snapshot record for Meta campaigns. Get Implementation help via https://nocode.expert How it works Runs every 60 mi...

Learn Customer Onboarding Automation with n8n ✅ How It Works This smart onboarding automation handles new customer signups by: Receiving signup data via webhook Validating required customer info Creating a contact in HubSpot CRM Sending a personalized welcome email Delivering onboarding documents after 2 hours Sending a personal...

Quick overview This workflow accepts proposal requests via webhook or an hourly schedule, normalizes and validates the client data, uses OpenAI to generate a tailored proposal with pricing, then sends it via SendGrid, logs the request to Google Sheets, notifies a Slack channel, and returns a webhook response. How it works Receives...

Overview Stop spending hours formatting proposals. This workflow turns a short post-call form into a high-converting, fully-personalized PandaDoc proposal—plus updates your CRM and drafts the follow-up email for you. After a sales call, just fill out a 3-minute form summarizing key pain points, solutions pitched, and the price. T...

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. **🌸 Graceful Deliveries — Service Scheduling & Route Planner (Notion + Telegram) What this template does** Turn new bookings into a graceful, automated delivery plan—with geocoded addresses, a one-tap Google Maps route, owner ale...

Quick Overview This workflow runs daily at 10:00 AM to find open Salesforce Opportunities with no Next Step, generates a recommended next action with Google Gemini, posts it to Slack, and updates the Opportunity’s Next Step field back in Salesforce. How it works Runs every day at 10:00 AM on a schedule trigger. Fetches all Salesfo...

Summary Automatically sync your Beex leads to HubSpot by handling both creation and update events in real time. How It Works Trigger Activation: The workflow is triggered when a lead is created or updated in Beex. Data Transformation: The nested data structure from the Beex Trigger is flattened into a simple JSON format for ea...

Description This powerful n8n automation template enables seamless synchronization between Zoho Inventory and Supabase—keeping your product database up to date with zero manual effort. Whether you’re running an eCommerce store, inventory dashboard, or product catalog app, this workflow ensures your data pipeline stays clean, consi...

Who it’s for Built for Customer Success and Account Management teams focused on proactive retention. This workflow helps you automatically identify at-risk customers – before they churn – by combining CRM, usage, and sentiment data into one actionable alert. What it does This end-to-end workflow continuously monitors customer heal...