Sales & CRM n8n Templates

ERP AI chatbot for Odoo sales module with OpenAI

Who is this for? This workflow is for everyone who wants to have easier access to their Odoo sales data without complex queries. Use Case T…

Create Salesforce accounts based on Google Sheets data

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Google Sheets. To run the w…

Two way sync Pipedrive and MySQL

This workflow automates a two way sync of customer data between Pipedrive and MySQL. It will create new records in one source if it only exi…

Company knowledge base agent (RAG)

Overview Turn your docs into an AI-powered internal or public-facing assistant. This chatbot workflow uses RAG (Retrieval-Augmented Generati…

Summarize emails and save them as notes on sales opportunity in Odoo

Use Case: This n8n workflow automates the process of extracting information from emails. It uses OpenAI to summarize sales emails and adds t…

Create, update and get a product from WooCommerce

This workflow allows you to create, update, and get a product from WooCommerce.

Manage contacts in Google Contacts

Update HubSpot when a new invoice is registered in Stripe

This workflow automatically posts a message in Slack when a new invoice is uploaded in Stripe, and it updates the fields in the HubSpot CRM.…

Run weekly inventories on Shopify sales

This workflow is scheduled to run every week, when it gets all your Shopify orders, calculates their sales value, stores the data in Google…

Process Shopify new orders with Zoho CRM and Harvest

This workflow is triggered when a new order is created in Shopify. Then: - the order information is stored in Zoho CRM, - an invoice is crea…

Get all leads from Zoho CRM

Companion workflow for Zoho CRM node docs

Create and update lead in Salesforce

Companion workflow for Salesforce node docs

Get all orders in Shopify

Companion workflow for Shopify node docs

Bulk create Shopify products with inventory management from Google Sheets

Create Products in Shopify from a Google Sheet This workflow creates products in your Shopify store from a google sheet. It also enables in…

AI call summary to HubSpot + follow-up task

This n8n template turns raw call transcripts into clean HubSpot call logs and a single, actionable follow-up task—automatically. Paste a tra…

Send outreach/cold email using Gmail to new HubSpot contacts

Use case This workflow uses Gmail to send outreach emails to new Hubspot contacts that have yet to be contacted (usually unknown contacts),…

Fetch dynamic prompts from GitHub and auto-populate n8n expressions in prompt

Who Is This For? This workflow is designed for AI engineers, automation specialists, and content creators who need a scalable system to dyn…

Validate email of new contacts in Hubspot

This workflow uses a Hubspot Trigger to check for new contacts. It then validates the contacts' email using OneSimpleAPI. If there are any a…

Create Salesforce accounts based on Excel 365 data

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version…

Personalise outreach emails using customer data and AI

This n8n template uses existing emails from customers as context to customise and "finetune" outreach emails to them using AI. By now, it s…

When specific event created in Google Calendar, duplicate & rename Google file

Who is this template for? This template is for everyone who has to take notes during a call: - Talent Acquisition Managers / Talent Acquisi…

Receive updates on an order created in Shopify

Companion workflow for Shopify Trigger node docs

Create, update, and retrieve a record from FileMaker

This workflow allows you to create, update, and retrieve a record from FileMaker. FileMaker node: This node will create a new record in F…

Notify on Slack when new order is registered in WooCommerce

This workflow uses a WooCommerce trigger that will run when an order has been placed. If the value of this is over 100 it will post it to a…

Send Telegram notification for new WooCommerce orders

🔧 How it works: • The workflow triggers when a new order is created in WooCommerce. • It extracts order details including ID, status, total…

Receive updates for Stripe events

Companion workflow for Stripe Trigger node docs

Add the affiliate to a program automatically

This workflow allows you to create an affiliate, add metadata, and add the affiliate to a program. Tapfiliate node: This node allows you…

CallForge - 01 - filter Gong calls synced to Salesforce by opportunity stage

Workflow Description Who is this for? This workflow is designed for sales and revenue teams using Gong and Salesforce to track and analyze…

Create a Pipedrive activity on Calendly event scheduled

This workflow is triggered when a meeting is scheduled via Calendly. Then, an activity is automatically created in Pipedrive and 15 minutes…

Get all contacts of HubSpot account

Export new deals from HubSpot to Slack and Airtable

This workflow is triggered when a new deal is created in HubSpot. Then, it processes the deal based on its value and stage. The first branc…

Get all contacts from Mautic

Companion workflow for Mautic node docs

CallForge - 02 - prep Gong calls with sheets & notion for AI summarization

--- CallForge - AI Gong Sales Call Processor Streamline your sales call analysis with CallForge, an automated workflow that extracts, enr…

Create a contact in ActiveCampaign

Get multiple clients' data from Invoice Ninja

Companion workflow for Invoice Ninja node docs

Two-way sync between Pipedrive and HubSpot

This workflow synchronizes data both ways between Pipedrive and HubSpot. - Cron node schedules the workflow to run every minute. - Pipedr…

Receive updates from HubSpot on a new contact creation

Companion workflow for HubSpot Trigger node docs

Create Monday item on a new Mautic contact

This workflow creates a new item in a [Monday.com](http://monday.com/) board when a new contact is created in Mautic. Additional fields can…

Receive updates when a billing plan is activated in PayPal

Email outreach drafter based on HubSpot data

This n8n template turns a small, targeted HubSpot list into tailored outreach. It scans each contact’s recent Gmail conversations, builds a…

Sync Shopify customers to your HubSpot contacts

This workflow syncs Shopify customers to your HubSpot account as contacts. Whenever somebody makes a purchase on Shopify, it automatically a…

Sync new Shopify customers to Odoo contacts

This workflow functions by integrating Shopify customers into Odoo customers. 1. Trigger: Shopify – New Customer Created The workflow st…

Notify on Slack when refund is registered in WooCommerce

This workflow uses a WooCommerce trigger that will run when an order has been updated and the status is refunded. If the value of this is o…

Receive updates for all changes in Pipedrive

Create Mautic contact on a new Shopify customer

This workflow creates a new contact in Mautic when a new customer is created in Shopify. By default, the workflow will fill the first name,…

Create or update Mautic contact on a new Calendly event

This workflow creates or updates a Mautic contact when a new event is scheduled in Calendly. The first name and email address are the only t…

One-way sync between Pipedrive and HubSpot

This workflow synchronizes data one-way from Pipedrive to HubSpot. - Cron node schedules the workflow to run every minute. - Pipedrive an…

Create a deal in Pipedrive

Create a new contact in Agile CRM

Complete Shopify to Odoo integration: Sync orders, products & customers

This workflow functions like the integration of Shopify products with Odoo products, Shopify customers with Odoo customers, and paid Shopify…