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
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:
yaml
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_hour2. Deal Stage Automation
yaml
workflow: "Deal Stage Progression"
trigger: - type: hubspot_deal_updated property: dealstage
stages: appointment_scheduled: actions: - create_task: "Prepare for meeting" due: 1_day_before_meeting - notify_slack: "#sales-pipeline" - update_property: last_activity_date qualified_to_buy: actions: - create_task: "Send proposal" due: 3_days - notify_manager: true - add_to_forecast: true presentation_scheduled: actions: - create_task: "Prepare demo environment" - send_reminder: 1_hour_before - log_activity: "Presentation scheduled" contract_sent: actions: - set_close_date: 14_days_from_now - create_task: "Follow up on contract" due: 7_days - notify_legal: if amount > 50000 closed_won: actions: - notify_slack: "#wins" - trigger_onboarding: true - update_forecast: remove - celebrate: confetti # Slack celebration closed_lost: actions: - log_loss_reason: required - add_to_nurture: true - schedule_reengagement: 90_days3. Multi-CRM Synchronization
yaml
workflow: "HubSpot + Salesforce + Pipedrive Sync"
sync_rules: contacts: master: hubspot sync_to: [salesforce, pipedrive] frequency: real_time fields: - email (unique_key) - name - company - phone - owner conflict_resolution: most_recent_wins deduplication: provider: openai similarity_threshold: 0.85 deals: master: salesforce sync_to: [hubspot, pipedrive] frequency: every_15_minutes field_mapping: salesforce.Opportunity.Amount → hubspot.deal.amount salesforce.Opportunity.CloseDate → hubspot.deal.closedate salesforce.Opportunity.StageName → hubspot.deal.dealstage activities: aggregate_to: google_sheets types: [calls, emails, meetings, notes] columns: [date, contact, type, summary, outcome]n8n Implementation:
javascript
// Multi-CRM Sync Node{ "nodes": [ { "name": "Get HubSpot Contacts", "type": "n8n-nodes-base.hubspot", "parameters": { "operation": "getAll", "limit": 100, "additionalFields": { "propertiesToInclude": ["email", "firstname", "lastname", "company"] } } }, { "name": "Get Salesforce Contacts", "type": "n8n-nodes-base.salesforce", "parameters": { "operation": "getAll", "sobject": "Contact" } }, { "name": "Deduplicate with OpenAI", "type": "n8n-nodes-base.openAi", "parameters": { "operation": "message", "model": "gpt-4", "prompt": "Compare these contacts and identify duplicates: {{$json}}" } }, { "name": "Sync to Master Sheet", "type": "n8n-nodes-base.googleSheets", "parameters": { "operation": "append", "sheetId": "your-sheet-id" } } ]}Lead Scoring Model
Rule-Based Scoring
yaml
lead_score_rules: demographic: job_title: - C-Level|VP|Director: +30 - Manager|Head: +20 - Individual Contributor: +10 company_size: - 1-50: +10 - 51-200: +20 - 201-1000: +25 - 1000+: +30 industry: - Technology|SaaS: +30 - Finance|Healthcare: +25 - Manufacturing|Retail: +15 behavioral: website_visits: - 1-2: +5 - 3-5: +10 - 6+: +20 content_downloads: - Whitepaper: +15 - Case Study: +20 - Pricing Page: +25 email_engagement: - Opened: +5 - Clicked: +10 - Replied: +20
thresholds: - MQL: 50 - SQL: 75 - Hot Lead: 90AI-Based Scoring
yaml
ai_scoring_model: provider: openai prompt: | Score this lead from 0-100 based on: - Fit with our ICP (ideal customer profile) - Buying intent signals - Budget authority - Timeline urgency Lead Data: {lead_data} ICP: B2B SaaS companies, 50-500 employees, Series A+ Return JSON: {"score": X, "reasoning": "...", "next_action": "..."}Automated Sequences
Sequence 1: New Lead Welcome
yaml
sequence: "New Lead Welcome"trigger: lead_created AND score >= 50
steps: - day_0: type: email template: "welcome_intro" subject: "Welcome to {Company} - Here's what's next" - day_2: type: email template: "value_prop" subject: "How {Similar_Company} achieved {Result}" condition: not_replied - day_4: type: task action: "LinkedIn connection request" assign_to: owner - day_7: type: email template: "case_study" subject: "Quick case study for {Lead_Company}" condition: not_replied - day_10: type: email template: "meeting_request" subject: "15 min to discuss {Pain_Point}?" include: calendly_link - day_14: type: task action: "Phone call attempt" assign_to: owner condition: not_respondedSequence 2: Deal Follow-Up
yaml
sequence: "Proposal Follow-Up"trigger: deal_stage == "contract_sent"
steps: - day_3: type: email template: "contract_check_in" subject: "Any questions about the proposal?" - day_7: type: task action: "Phone call - contract follow-up" - day_10: type: email template: "deadline_reminder" subject: "Pricing valid until {deadline}" condition: not_responded - day_14: type: alert notify: sales_manager message: "Deal stuck in contract stage"Integration Recipes
Recipe 1: Calendly → HubSpot
yaml
trigger: calendly.booking_created
actions: 1. search_contact: hubspot.search: email == calendly.invitee_email 2. create_or_update: if: contact_exists hubspot.update_contact: last_meeting_booked: calendly.start_time else: hubspot.create_contact: email: calendly.invitee_email firstname: calendly.invitee_name lifecycle_stage: "salesqualifiedlead" 3. create_meeting: hubspot.create_engagement: type: MEETING scheduled_time: calendly.start_time title: calendly.event_name 4. notify: slack.send: channel: "#sales" message: "Meeting booked: {name} at {time}"Recipe 2: LinkedIn → HubSpot
yaml
trigger: linkedin.connection_accepted
actions: 1. enrich: linkedin.get_profile: connection_id 2. create_contact: hubspot.create: email: linkedin.email firstname: linkedin.first_name lastname: linkedin.last_name jobtitle: linkedin.title company: linkedin.company linkedin_url: linkedin.profile_url lead_source: "LinkedIn" 3. add_to_sequence: if: title contains ["CEO", "CTO", "VP"] sequence: "LinkedIn C-Level Outreach"Reporting Templates
Weekly Sales Report
markdown
# Sales Pipeline Report - Week {week_number}
## Pipeline Summary| Stage | Deals | Value | Change ||-------|-------|-------|--------|| New | 15 | $150K | +5 || Qualified | 8 | $120K | +2 || Proposal | 5 | $85K | -1 || Negotiation | 3 | $45K | +1 || **Total Pipeline** | **31** | **$400K** | **+7** |
## This Week's Activity- New leads: 45- Meetings held: 12- Proposals sent: 4- Deals closed: 2 ($35K)
## Team Performance| Rep | Meetings | Proposals | Closed ||-----|----------|-----------|--------|| Alice | 5 | 2 | 1 || Bob | 4 | 1 | 1 || Carol | 3 | 1 | 0 |
## Forecast- Commit: $45K (3 deals)- Best Case: $85K (5 deals)- Pipeline: $400K (31 deals)
## Actions Needed- [ ] Follow up on 3 stale deals (>14 days no activity)- [ ] Schedule demo for Enterprise Lead X- [ ] Send revised proposal to Company YBest Practices
Data Hygiene
yaml
data_hygiene_rules: - deduplicate: weekly method: email_match + company_fuzzy_match - validate_emails: on_create action: remove_invalid - enrich_missing: daily fields: [company, title, linkedin] - archive_stale: monthly criteria: no_activity > 180_days action: move_to_archiveSecurity
yaml
security_practices: - api_keys: rotate_quarterly - access_control: role_based - audit_log: all_changes - pii_handling: encrypt_at_rest - gdpr_compliance: consent_trackingCRM Automation Skill - Part of Claude Office Skills
