crm-automation

CRM Automation

Automate CRM workflows for HubSpot, Salesforce, and Pipedrive including lead management, deal tracking, pipeline automation, and multi-CRM synchronization. Based on n8n workflow templates.

Overview

This skill covers:

• Lead capture and enrichment automation
• Deal stage progression workflows
• Multi-CRM data synchronization
• Automated follow-up sequences
• Sales analytics and reporting

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Core Workflow Patterns

1. Lead Capture → Enrichment → Assignment

┌─────────────┐    ┌─────────────┐    ┌─────────────┐    ┌─────────────┐
│ Lead Source │───▶│ Enrich Data │───▶│ Score Lead  │───▶│ Route to    │
│ (Form/API)  │    │ (Clearbit)  │    │ (AI/Rules)  │    │ Sales Rep   │
└─────────────┘    └─────────────┘    └─────────────┘    └─────────────┘
                                                                │
                         ┌─────────────┐    ┌─────────────┐    │
                         │ Start       │◀───│ Create in   │◀───┘
                         │ Sequence    │    │ CRM         │
                         └─────────────┘    └─────────────┘

n8n Configuration:

workflow: "Lead Capture to CRM"

trigger:
  - type: webhook
    event: form_submission
    source: [website, landing_page, calendly]

steps:
  1. capture_lead:
      fields: [email, name, company, phone, source]
  
  2. enrich_data:
      provider: clearbit
      lookup_by: email
      append: [company_size, industry, title, linkedin]
  
  3. score_lead:
      model: ai_scoring  # or rule-based
      factors:
        - company_size: {1-50: 10, 51-200: 20, 201+: 30}
        - industry_fit: {high: 30, medium: 20, low: 10}
        - title_seniority: {c-level: 30, director: 20, manager: 10}
      threshold: 50  # MQL threshold
  
  4. route_lead:
      rules:
        - if: score >= 80 AND industry == "tech"
          assign_to: "Enterprise Team"
        - if: score >= 50
          assign_to: "SMB Team"
        - else:
          assign_to: "Marketing Nurture"
  
  5. create_in_crm:
      platform: hubspot
      object: contact
      properties:
        email: "{email}"
        firstname: "{first_name}"
        company: "{company}"
        lead_score: "{score}"
        lead_source: "{source}"
  
  6. start_sequence:
      if: score >= 50
      sequence: "New Lead Welcome"
      delay: 1_hour