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CRM & Sales Workflows

Customer relationship management and sales automation with HubSpot, Salesforce, Pipedrive

47 workflow templates available

CV Screening with OpenAI

Add direct link to CV and Job description

Http-request
11 nodesManual
Curated

HR & IT Helpdesk Chatbot with Audio Transcription

1. Download & Extract Internal Policy Documents [Read more about the HTTP Request Tool](https://docs.n8n.io/integrations...

Http-request
Pgvector
Embeddingsopenai
Documentdefaultdataloader
27 nodesEvent
Curated

BambooHR AI-Powered Company Policies and Benefits Chatbot

STEP 1: Retrieve company policies and load them into a vector store

Documentdefaultdataloader
Embeddingsopenai
Textsplitterrecursivecharactertextsplitter
Memorybufferwindow
50 nodesEvent
Curated

HR Job Posting and Evaluation with AI

Grab User Details and Update in Airtable

Form
Airtable
Google-drive
Agent
36 nodesEvent
Curated

If Workflow

Automated workflow: If Workflow. This workflow integrates 7 different services: stickyNote, filter, hubspot, clearbit, c...

Clearbit
Hubspot
Calendly
17 nodesEvent

Set Workflow

Automated workflow: Set Workflow. This workflow integrates 5 different services: pipedrive, stickyNote, code, typeformTr...

Pipedrive
Typeform
9 nodesEvent

If Workflow

Automated workflow: If Workflow. This workflow integrates 7 different services: stickyNote, convertKitTrigger, filter, h...

Clearbit
Hubspot
Convertkit
17 nodesEvent

Hubspot Workflow

Automated workflow: Hubspot Workflow. This workflow integrates 10 different services: stickyNote, formTrigger, hubspot,...

Hubspot
Form
Gmailtool
15 nodesEvent

Set Workflow

Automated workflow: Set Workflow. This workflow processes data and performs automated tasks.

Hubspot
Slack
Airtable
Googleslides
11 nodesEvent

If Workflow

Automated workflow: If Workflow. This workflow processes data and performs automated tasks.

Pipedrive
Github
Http-request
8 nodesEvent

Httprequest Workflow

Automated workflow: Httprequest Workflow. This workflow processes data and performs automated tasks.

Http-request
Pipedrive
Github
6 nodesEvent

Cron Workflow

Automated workflow: Cron Workflow. This workflow processes data and performs automated tasks.

Cron
Pipedrive
Hubspot
8 nodesScheduled

Hubspot Workflow

Automated workflow: Hubspot Workflow. This workflow processes data and performs automated tasks.

Hubspot
Pipedrive
Cron
6 nodesScheduled

Stickynote Workflow

Automated workflow: Stickynote Workflow. This workflow integrates 10 different services: stickyNote, httpRequest, formTr...

Form
Http-request
Hunter
Gmail
15 nodesEvent

Stickynote Workflow

Automated workflow: Stickynote Workflow. This workflow integrates 7 different services: pipedrive, stickyNote, hunter, f...

Form
Hunter
Clearbit
Pipedrive
16 nodesEvent

Formtrigger Workflow

Automated workflow: Formtrigger Workflow. This workflow integrates 7 different services: stickyNote, formTrigger, hunter...

Form
Hunter
Clearbit
Hubspot
12 nodesEvent

Lemlist Workflow

Automated workflow: Lemlist Workflow. This workflow processes data and performs automated tasks.

Lemlist
Hubspot
Http-request
Slack
12 nodesEvent

Hubspot Workflow

Automated workflow: Hubspot Workflow. This workflow processes data and performs automated tasks.

Hubspot
Typeform
Gmail
8 nodesEvent

Noop Workflow

Automated workflow: Noop Workflow. This workflow integrates 8 different services: stickyNote, httpRequest, hubspot, set,...

Http-request
Hubspot
12 nodesEvent

Googledrivetrigger Workflow

Automated workflow: Googledrivetrigger Workflow. This workflow processes data and performs automated tasks.

Google-drive
Pipedrive
13 nodesEvent

Set Workflow

Automated workflow: Set Workflow. This workflow processes data and performs automated tasks.

Shopify
Zendesk
10 nodesEvent

Shopifytrigger Workflow

Automated workflow: Shopifytrigger Workflow. This workflow processes data and performs automated tasks.

Shopify
Hubspot
9 nodesEvent

Check for valid Hubspot contact email

Production-ready workflow: Check for valid Hubspot contact email. This workflow has been optimized for production use wi...

Hubspot
Onesimple
Slack
6 nodesEvent

Scheduletrigger Workflow

Automated workflow: Scheduletrigger Workflow. This workflow integrates 8 different services: filter, httpRequest, sticky...

Schedule
Http-request
Hubspot
22 nodesScheduled

Hubspot Workflow

Automated workflow: Hubspot Workflow. This workflow integrates 9 different services: stickyNote, hubspot, chainLlm, outp...

Hubspot
Emailreadimap
14 nodesManual

Calendlytrigger Workflow

Automated workflow: Calendlytrigger Workflow. This workflow processes data and performs automated tasks.

Calendly
Pipedrive
Slack
6 nodesEvent

Lemlist Workflow

Automated workflow: Lemlist Workflow. This workflow processes data and performs automated tasks.

Lemlist
Hubspot
Webhook
Dropcontact
18 nodesWebhook

Zendesk Workflow

Automated workflow: Zendesk Workflow. This workflow processes data and performs automated tasks.

Zendesk
Github
Webhook
7 nodesWebhook

If Workflow

Automated workflow: If Workflow. This workflow processes data and performs automated tasks.

Zendesk
Hubspot
Cron
14 nodesScheduled

Merge Workflow

Automated workflow: Merge Workflow. This workflow processes data and performs automated tasks.

Hubspot
Zendesk
Cron
10 nodesScheduled

Airtable Workflow

Automated workflow: Airtable Workflow. This workflow processes data and performs automated tasks.

Airtable
Lemlist
5 nodesManual

Calendlytrigger Workflow

Automated workflow: Calendlytrigger Workflow. This workflow integrates 3 different services: calendlyTrigger, stickyNote...

Calendly
Mautic
4 nodesEvent

Calendlytrigger Workflow

Automated workflow: Calendlytrigger Workflow. This workflow processes data and performs automated tasks.

Calendly
2 nodesEvent

Receive updates when a subscriber is added through a form in ConvertKit

Automated workflow: Receive updates when a subscriber is added through a form in ConvertKit. This workflow processes dat...

Convertkit
2 nodesEvent

Coppertrigger Workflow

Automated workflow: Coppertrigger Workflow. This workflow processes data and performs automated tasks.

Copper
2 nodesEvent

Stickynote Workflow

Automated workflow: Stickynote Workflow. This workflow integrates 3 different services: stickyNote, facebookLeadAdsTrigg...

Facebookleadads
N8n-nodes-klicktippklicktipp
4 nodesEvent

If Workflow

Automated workflow: If Workflow. This workflow processes data and performs automated tasks.

Slack
Hubspot
Http-request
5 nodesEvent

Clearbit Workflow

Automated workflow: Clearbit Workflow. This workflow processes data and performs automated tasks.

Clearbit
Hubspot
5 nodesEvent

Hubspottrigger Workflow

Automated workflow: Hubspottrigger Workflow. This workflow processes data and performs automated tasks.

Hubspot
2 nodesEvent

Keaptrigger Workflow

Automated workflow: Keaptrigger Workflow. This workflow processes data and performs automated tasks.

Keap
2 nodesEvent

Manualtrigger Workflow

Automated workflow: Manualtrigger Workflow. This workflow processes data and performs automated tasks.

Copper
5 nodesManual

Manualtrigger Workflow

Automated workflow: Manualtrigger Workflow. This workflow processes data and performs automated tasks.

Copper
5 nodesManual

Add subscriber to form, create tag and subscriber to the tag

Automated workflow: Add subscriber to form, create tag and subscriber to the tag. This workflow processes data and perfo...

Convertkit
5 nodesManual

Manualtrigger Workflow

Automated workflow: Manualtrigger Workflow. This workflow processes data and performs automated tasks.

Zoho-crm
3 nodesManual

Manualtrigger Workflow

Automated workflow: Manualtrigger Workflow. This workflow processes data and performs automated tasks.

Salesforce
5 nodesManual

Receive updates for all changes in Pipedrive

Automated workflow: Receive updates for all changes in Pipedrive. This workflow processes data and performs automated ta...

Pipedrive
2 nodesEvent

Receive updates for support in Zendesk

Automated workflow: Receive updates for support in Zendesk. This workflow processes data and performs automated tasks.

Zendesk
2 nodesEvent

About CRM & Sales Automation

Sales is a numbers game, and automation is how you multiply your numbers. These workflows handle lead scoring, CRM syncing, follow-up sequences, and pipeline management. Stop dropping leads and start closing deals.

What You Can Build

  • Automate lead capture and qualification
  • Sync contacts across HubSpot, Salesforce, and Pipedrive
  • Trigger follow-up sequences automatically
  • Build real-time sales dashboards

Popular Use Cases

Lead scoring automation
CRM data synchronization
Automated follow-up emails
Pipeline stage automation

💡 Pro tip: The best sales automation feels personal. Use merge fields, timing delays, and conditional logic to make automated outreach feel like it was written just for that prospect.

How to Get Started

1

Browse the templates above - find one that matches your use case or comes close.

2

Download the JSON file - click the download button on any workflow page.

3

Import into n8n - go to Workflows → Import from File and select your JSON.

4

Configure and customize - add your credentials and tweak the workflow to fit your needs.