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n8n-workflows/Documentation/crm-sales.md
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CRM & Sales

  • N8N Workflows

Overview

This document catalogs the *CRM & Sales

  • workflows from the n8n Community Workflows repository.

*Category:

--

Workflows

Manual Copper Automate Triggered

*Filename:

  • 0011_Manual_Copper_Automate_Triggered.json
    *Description:

  • Manual workflow that integrates with Copper for data processing. Uses 4 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (4 nodes)
    *Integrations:

  • Copper,

--

Manual Copper Automate Triggered

*Filename:

  • 0012_Manual_Copper_Automate_Triggered.json
    *Description:

  • Manual workflow that integrates with Copper for data processing. Uses 4 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (4 nodes)
    *Integrations:

  • Copper,

--

Create a new member, update the information of the member, create a note and a post for the member in Orbit

*Filename:

  • 0029_Manual_Orbit_Create_Triggered.json
    *Description:

  • Manual workflow that integrates with Orbit to create new records. Uses 5 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (5 nodes)
    *Integrations:

  • Orbit,

--

Create an deal in Pipedrive

*Filename:

  • 0062_Manual_Pipedrive_Create_Triggered.json
    *Description:

  • Manual workflow that integrates with Pipedrive to create new records. Uses 2 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (2 nodes)
    *Integrations:

  • Pipedrive,

--

Receive updates for all changes in Pipedrive

*Filename:

  • 0071_Pipedrive_Update_Triggered.json
    *Description:

  • Webhook-triggered automation that integrates with Pipedrive to update existing data. Uses 1 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • low (1 nodes)
    *Integrations:

  • Pipedrive,

--

Zohocrm Trello Create Triggered

*Filename:

  • 0086_Zohocrm_Trello_Create_Triggered.json
    *Description:

  • Webhook-triggered automation that orchestrates Shopify, Trello, and Mailchimp to create new records. Uses 9 nodes and integrates with 6 services.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • medium (9 nodes)
    *Integrations:

  • Shopify,Trello,Mailchimp,Gmail,Harvest,Zohocrm,

--

Create a company in Salesmate

*Filename:

  • 0114_Manual_Salesmate_Create_Triggered.json
    *Description:

  • Manual workflow that integrates with Salesmate to create new records. Uses 2 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (2 nodes)
    *Integrations:

  • Salesmate,

--

Hubspot Clearbit Update Triggered

*Filename:

  • 0115_HubSpot_Clearbit_Update_Triggered.json
    *Description:

  • Webhook-triggered automation that connects Hubspot and Clearbit to update existing data. Uses 4 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • low (4 nodes)
    *Integrations:

  • Hubspot,Clearbit,

--

Hubspot Cron Update Scheduled

*Filename:

  • 0129_HubSpot_Cron_Update_Scheduled.json
    *Description:

  • Scheduled automation that connects Hubspot and Pipedrive to update existing data. Uses 7 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Scheduled
    *Complexity:

  • medium (7 nodes)
    *Integrations:

  • Hubspot,Pipedrive,

--

Hubspot Cron Automate Scheduled

*Filename:

  • 0130_HubSpot_Cron_Automate_Scheduled.json
    *Description:

  • Scheduled automation that connects Hubspot and Pipedrive for data processing. Uses 5 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Scheduled
    *Complexity:

  • low (5 nodes)
    *Integrations:

  • Hubspot,Pipedrive,

--

Hubspot Mailchimp Create Scheduled

*Filename:

  • 0243_HubSpot_Mailchimp_Create_Scheduled.json
    *Description:

  • Scheduled automation that connects Hubspot and Mailchimp to create new records. Uses 3 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Scheduled
    *Complexity:

  • low (3 nodes)
    *Integrations:

  • Hubspot,Mailchimp,

--

Hubspot Mailchimp Create Scheduled

*Filename:

  • 0244_HubSpot_Mailchimp_Create_Scheduled.json
    *Description:

  • Scheduled automation that orchestrates Hubspot, Mailchimp, and Functionitem to create new records. Uses 5 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Scheduled
    *Complexity:

  • low (5 nodes)
    *Integrations:

  • Hubspot,Mailchimp,Functionitem,

--

Pipedrive Stickynote Create Webhook

*Filename:

  • 0249_Pipedrive_Stickynote_Create_Webhook.json
    *Description:

  • Webhook-triggered automation that orchestrates Httprequest, Pipedrive, and Itemlists to create new records. Uses 11 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • medium (11 nodes)
    *Integrations:

  • Httprequest,Pipedrive,Itemlists,

--

Pipedrive Spreadsheetfile Create Triggered

*Filename:

  • 0251_Pipedrive_Spreadsheetfile_Create_Triggered.json
    *Description:

  • Webhook-triggered automation that orchestrates Spreadsheetfile, Google Drive, and Pipedrive to create new records. Uses 12 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • medium (12 nodes)
    *Integrations:

  • Spreadsheetfile,Google Drive,Pipedrive,

--

Code Pipedrive Create Triggered

*Filename:

  • 0379_Code_Pipedrive_Create_Triggered.json
    *Description:

  • Webhook-triggered automation that orchestrates Box, OpenAI, and Pipedrive to create new records. Uses 11 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • medium (11 nodes)
    *Integrations:

  • Box,OpenAI,Pipedrive,

--

Create, update and get a contact in Google Contacts

*Filename:

  • 0409_Manual_Googlecontacts_Create_Triggered.json
    *Description:

  • Manual workflow that integrates with Googlecontacts to create new records. Uses 4 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (4 nodes)
    *Integrations:

  • Googlecontacts,

--

Noop Hubspot Create Webhook

*Filename:

  • 0416_Noop_HubSpot_Create_Webhook.json
    *Description:

  • Webhook-triggered automation that connects Httprequest and Hubspot to create new records. Uses 12 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • medium (12 nodes)
    *Integrations:

  • Httprequest,Hubspot,

--

Hubspot Splitout Create Webhook

*Filename:

  • 0920_HubSpot_Splitout_Create_Webhook.json
    *Description:

  • Complex multi-step automation that orchestrates Form Trigger, Hubspot, and OpenAI to create new records. Uses 31 nodes and integrates with 12 services.
    *Status:

  • Inactive
    *Trigger:

  • Complex
    *Complexity:

  • high (31 nodes)
    *Integrations:

  • Form Trigger,Hubspot,OpenAI,Webhook,Splitout,Agent,Gmail,Outputparserstructured,Httprequest,Googlecalendartool,Executeworkflow,Cal.com,

--

Copper Automate Triggered

*Filename:

  • 1006_Copper_Automate_Triggered.json
    *Description:

  • Webhook-triggered automation that integrates with Copper for data processing. Uses 1 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • low (1 nodes)
    *Integrations:

  • Copper,

--

Manual Zohocrm Automate Triggered

*Filename:

  • 1021_Manual_Zohocrm_Automate_Triggered.json
    *Description:

  • Manual workflow that integrates with Zohocrm for data processing. Uses 2 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (2 nodes)
    *Integrations:

  • Zohocrm,

--

Manual Keap Automate Triggered

*Filename:

  • 1022_Manual_Keap_Automate_Triggered.json
    *Description:

  • Manual workflow that integrates with Keap for data processing. Uses 2 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (2 nodes)
    *Integrations:

  • Keap,

--

Keap Automate Triggered

*Filename:

  • 1023_Keap_Automate_Triggered.json
    *Description:

  • Webhook-triggered automation that integrates with Keap for data processing. Uses 1 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • low (1 nodes)
    *Integrations:

  • Keap,

--

Hubspot Automate Triggered

*Filename:

  • 1081_HubSpot_Automate_Triggered.json
    *Description:

  • Webhook-triggered automation that integrates with Hubspot for data processing. Uses 1 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • low (1 nodes)
    *Integrations:

  • Hubspot,

--

Receive updates when a new list is created in Affinity

*Filename:

  • 1085_Affinity_Create_Triggered.json
    *Description:

  • Webhook-triggered automation that integrates with Affinity to create new records. Uses 1 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • low (1 nodes)
    *Integrations:

  • Affinity,

--

Manual Salesforce Automate Triggered

*Filename:

  • 1094_Manual_Salesforce_Automate_Triggered.json
    *Description:

  • Manual workflow that integrates with Salesforce for data processing. Uses 4 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (4 nodes)
    *Integrations:

  • Salesforce,

--

6

*Filename:

  • 1136_Manual_HubSpot_Automation_Triggered.json
    *Description:

  • Manual workflow that integrates with Hubspot for data processing. Uses 2 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (2 nodes)
    *Integrations:

  • Hubspot,

--

Create an organization in Affinity

*Filename:

  • 1210_Manual_Affinity_Create_Triggered.json
    *Description:

  • Manual workflow that integrates with Affinity to create new records. Uses 2 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Manual
    *Complexity:

  • low (2 nodes)
    *Integrations:

  • Affinity,

--

Send Daily Birthday Reminders from Google Contacts to Slack

*Filename:

  • 1239_Googlecontacts_Schedule_Send_Scheduled.json
    *Description:

  • Scheduled automation that connects Googlecontacts and Slack for data processing. Uses 7 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Scheduled
    *Complexity:

  • medium (7 nodes)
    *Integrations:

  • Googlecontacts,Slack,

--

Code Pipedrive Automation Triggered

*Filename:

  • 1619_Code_Pipedrive_Automation_Triggered.json
    *Description:

  • Webhook-triggered automation that orchestrates Box, OpenAI, and Pipedrive for data processing. Uses 11 nodes.
    *Status:

  • Inactive
    *Trigger:

  • Webhook
    *Complexity:

  • medium (11 nodes)
    *Integrations:

  • Box,OpenAI,Pipedrive,

--

Summary

*Total CRM & Sales workflows:

This documentation was automatically generated using the n8n workflow API endpoints.