Creator-Vorlage - Lead-Qualifizierung und Nachverfolgung (Gemini)

• •Google-Konto + Gmail API-Anmeldedaten
• •HubSpot API Key
• •HTTP Webhook-Endpunkt (wird von n8n automatisch generiert)
• •Möglicherweise sind Ziel-API-Anmeldedaten erforderlich

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  "name": "Creator Template - Lead Qualification & Follow-up (Gemini)",
  "tags": [],
  "nodes": [
    {
      "id": "2c79aa92-b720-46fb-abac-093f2a7974dc",
      "name": "WordPress Form Trigger",
      "type": "n8n-nodes-base.webhook",
      "notes": "Template: Lead Qualification & Follow‑up (Gemini)\nCaptures leads via webhook or form, qualifies with Gemini, and branches to qualified/not qualified paths with calls, scheduling, email, CRM, and Mailchimp.\n\nSetup:\n- Configure credentials: Google Gemini, Gmail, HubSpot, Zoom, Google Calendar, VAPI.\n- Set env vars: MAILCHIMP_LIST_ID_QUALIFIED, MAILCHIMP_LIST_ID_FOLLOWUP.\n- Enable either Webhook (wordpress-form) or Form Trigger.\n- Test with a form submission; adjust copy and delays as needed.",
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      "name": "KI-Lead-Qualifizierung",
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              "role": "system",
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            },
            {
              "content": "Name: {{$node['WordPress Form Trigger'].json.body.name || ''}}\nEmail: {{$node['WordPress Form Trigger'].json.body.email || ''}}\nMessage: {{$node['WordPress Form Trigger'].json.body.message || ''}}"
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      "type": "n8n-nodes-base.if",
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          "dateTime": "={{ DateTime.now().plus({ days: 1, hours: 11 }).toISO() }}"
        },
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        },
        "calendar": {
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          "cachedResultName": "aj@iovista.com"
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        "subject": "=Your Sales Consultation is Scheduled - {{ DateTime.now().plus({ days: 1 }).toFormat('MMM dd') }}"
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      "notes": "Adds not-qualified lead to Mailchimp audience. Replace {{$env.MAILCHIMP_LIST_ID_FOLLOWUP}} with your list ID.",
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        "options": {},
        "subject": "Thank you for your interest - Stay connected"
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          "dateTime": "={{ DateTime.now().plus({ days: 30, hours: 14, minutes: 30 }).toISO() }}"
        },
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        "formTitle": "Contact us",
        "formFields": {
          "values": [
            {
              "fieldLabel": "Ajay"
            },
            {
              "fieldLabel": "email"
            },
            {
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        "content": "Flow Doc: Lead Qualification & Follow-up (Gemini)\n\nOverview:\n- Trigger via Webhook path \"wordpress-form\" or built-in Form Trigger\n- AI (Gemini models/gemini-2.5-flash) classifies lead: QUALIFIED or NOT QUALIFIED\n\nQualified path:\n- VAPI call to phone outreach\n- Create Google Calendar event and Zoom meeting\n- Add to Mailchimp audience: $env.MAILCHIMP_LIST_ID_QUALIFIED\n- Send meeting confirmation email via Gmail\n- Update contact in HubSpot CRM\n\nNot qualified path:\n- VAPI call to phone outreach\n- Add to Mailchimp audience: $env.MAILCHIMP_LIST_ID_FOLLOWUP\n- Send follow-up email via Gmail\n- Update contact in HubSpot CRM\n- Schedule 30‑day follow-up calendar reminder\n\nSetup requirements:\n- Credentials: Google Gemini, Gmail, HubSpot, Zoom, Google Calendar, VAPI\n- Env: MAILCHIMP_LIST_ID_QUALIFIED, MAILCHIMP_LIST_ID_FOLLOWUP\n- Use ONE trigger in production (Webhook OR Form)\n\nHow to test:\n1) Send test form/webhook with name, email, message\n2) Verify AI decision at \"Lead Decision\"\n3) If QUALIFIED: confirm VAPI call, Calendar event, Zoom link, Mailchimp add, Gmail send, HubSpot update\n4) If NOT QUALIFIED: confirm VAPI call, Mailchimp add, Gmail send, HubSpot update, 30‑day calendar event\n5) In HTTP nodes, check response codes and error messages\n\nGo‑live checklist:\n- All credentials connected (no red warnings)\n- Env vars set: MAILCHIMP_* values\n- Timezone/delays adjusted\n- Emails personalized\n- Workflow toggled Active after final test\n\nNotes:\n- Adjust copy/timings to your timezone\n- For errors, open the execution and expand each node\n\nOwner: Ajay Yadav (ackm04@gmail.com)\nLast updated: 2025-09-15"
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