15 - Automatización LeadFlow
Intermedio
Este es unAI Summarization, Multimodal AIflujo de automatización del dominio deautomatización que contiene 14 nodos.Utiliza principalmente nodos como If, Set, Code, Slack, Hubspot. Automatización del seguimiento de leads de Gmail usando OpenAI GPT-4O, HubSpot, Slack y Google Sheets
Requisitos previos
- •Bot Token de Slack o URL de Webhook
- •Clave de API de HubSpot
- •Cuenta de Google y credenciales de API de Gmail
- •Credenciales de API de Google Sheets
- •Clave de API de OpenAI
Nodos utilizados (14)
Categoría
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
"id": "REMOVED_FOR_PRIVACY",
"meta": {
"instanceId": "REMOVED_FOR_PRIVACY",
"templateCredsSetupCompleted": true
},
"name": "15 - LeadFlow Automation",
"tags": [],
"nodes": [
{
"id": "91039bef-b0cf-4aaa-b5d7-8151f3fe5bf4",
"name": "📧 Gmail: Respuesta a Nuevo Lead",
"type": "n8n-nodes-base.gmailTrigger",
"position": [
-80,
-160
],
"parameters": {
"filters": {
"labelIds": [
"YOUR_GMAIL_LABEL_ID"
]
},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
}
},
"credentials": {
"gmailOAuth2": {
"id": "YOUR_GMAIL_CREDENTIAL_ID",
"name": "Gmail Account"
}
},
"typeVersion": 1
},
{
"id": "def6d1d6-c2cc-4b63-b387-7e38cc8e19b1",
"name": "🔧 Normalizar Datos de Gmail",
"type": "n8n-nodes-base.set",
"position": [
360,
-160
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "normalize-gmail",
"name": "leadEmail",
"type": "string",
"value": "={{ $json.From }}"
},
{
"id": "normalize-gmail-subject",
"name": "subject",
"type": "string",
"value": "={{ $json.Subject }}"
},
{
"id": "normalize-gmail-message",
"name": "message",
"type": "string",
"value": "={{ $json.snippet }}"
},
{
"id": "normalize-gmail-source",
"name": "source",
"type": "string",
"value": "Gmail"
},
{
"id": "normalize-gmail-timestamp",
"name": "receivedAt",
"type": "string",
"value": "={{ $json.internalDate }}"
}
]
}
},
"typeVersion": 3.3
},
{
"id": "b1d38a73-0376-433a-82da-a7a04d3d5da7",
"name": "📋 Analizar Resultados de IA",
"type": "n8n-nodes-base.code",
"position": [
956,
-160
],
"parameters": {
"jsCode": "let aiResponse = $json.output;\n\n// Remove triple backticks and possible \"json\" label\naiResponse = aiResponse.replace(/```json|```/g, '').trim();\n\nlet analysis;\n\ntry {\n analysis = JSON.parse(aiResponse);\n} catch (error) {\n // Fallback parsing if JSON is malformed\n analysis = {\n sentiment: 'Neutral',\n intent: 'Needs Info',\n urgency: 'Medium',\n nextAction: 'Email',\n summary: 'Could not parse AI response',\n priority: 'Warm'\n };\n}\n\n// Get the original lead data from Normalize Gmail node\nconst leadData = $node['🔧 Normalize Gmail Data'].json;\n\n// Combine everything\nconst result = {\n ...leadData,\n ...analysis,\n analysisDate: new Date().toISOString(),\n needsFollowUp: analysis.nextAction !== 'No Action',\n isHighPriority: analysis.priority === 'Hot' || analysis.urgency === 'High'\n};\n\nreturn [{ json: result }];"
},
"typeVersion": 2
},
{
"id": "b92abdcc-33b5-4785-b1c4-84c210112dcf",
"name": "📝 HubSpot: Crear Tarea de Seguimiento",
"type": "n8n-nodes-base.hubspot",
"position": [
1396,
-360
],
"parameters": {
"type": "task",
"metadata": {
"body": "={{ $json.message }}",
"subject": "={{ $json.subject }}",
"forObjectType": "CONTACT"
},
"resource": "engagement",
"authentication": "appToken",
"additionalFields": {}
},
"credentials": {
"hubspotAppToken": {
"id": "YOUR_HUBSPOT_CREDENTIAL_ID",
"name": "HubSpot Account"
}
},
"typeVersion": 2
},
{
"id": "74068c78-2ea1-4447-987a-8d40088483d4",
"name": "💬 Slack: Notificar al Equipo de Ventas",
"type": "n8n-nodes-base.slack",
"position": [
1396,
40
],
"webhookId": "YOUR_SLACK_WEBHOOK_ID",
"parameters": {
"text": "=Summary: {{ $json.summary }}\nEmail: {{ $json.leadEmail }}\nPriority: {{ $json.priority }}\nUrgency: {{ $json.urgency }}\nDate: {{ $json.analysisDate }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "YOUR_SLACK_CHANNEL_ID",
"cachedResultName": "general"
},
"otherOptions": {
"mrkdwn": false
}
},
"credentials": {
"slackApi": {
"id": "YOUR_SLACK_CREDENTIAL_ID",
"name": "Slack Account"
}
},
"typeVersion": 2.1
},
{
"id": "ae8454de-6504-4947-8571-87bd4bc0e0b0",
"name": "📊 Registrar en Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
1396,
-160
],
"parameters": {
"columns": {
"value": {
"Date": "={{ $json.analysisDate }}",
"Email": "={{ $json.leadEmail }}",
"Intent ": "={{ $json.intent }}",
"Message": "={{ $json.message }}",
"Subject": "={{ $json.subject }}",
"Summary": "={{ $json.summary }}",
"Urgency": "={{ $json.urgency }}",
"Priority": "={{ $json.priority }}",
"Sentiment": "={{ $json.sentiment }}",
"nextAction": "={{ $json.nextAction }}"
},
"schema": [
{
"id": "Email",
"type": "string",
"display": true,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Date",
"type": "string",
"display": true,
"required": false,
"displayName": "Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Subject",
"type": "string",
"display": true,
"required": false,
"displayName": "Subject",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Message",
"type": "string",
"display": true,
"required": false,
"displayName": "Message",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Sentiment",
"type": "string",
"display": true,
"required": false,
"displayName": "Sentiment",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Intent ",
"type": "string",
"display": true,
"required": false,
"displayName": "Intent ",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Urgency",
"type": "string",
"display": true,
"required": false,
"displayName": "Urgency",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "nextAction",
"type": "string",
"display": true,
"required": false,
"displayName": "nextAction",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Summary",
"type": "string",
"display": true,
"required": false,
"displayName": "Summary",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Priority",
"type": "string",
"display": true,
"required": false,
"displayName": "Priority",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "YOUR_GOOGLE_SHEETS_URL",
"cachedResultName": "Sheet1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "YOUR_GOOGLE_SHEETS_ID",
"cachedResultUrl": "YOUR_GOOGLE_SHEETS_URL",
"cachedResultName": "Follow Up"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "YOUR_GOOGLE_SHEETS_CREDENTIAL_ID",
"name": "Google Sheets Account"
}
},
"typeVersion": 4
},
{
"id": "6b10e13b-d8b0-42e2-ad8a-704a7202148f",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
668,
60
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI Account"
}
},
"typeVersion": 1.2
},
{
"id": "ad3e3fb6-2e91-41c8-8082-30fe37202a71",
"name": "🔀 Verificar si los Datos Existen",
"type": "n8n-nodes-base.if",
"position": [
140,
-160
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "condition-1",
"operator": {
"type": "object",
"operation": "exists",
"rightType": "any"
},
"leftValue": "={{ $node['📧 Gmail: New Lead Response'].json }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2
},
{
"id": "88cd5104-9389-4664-8e03-3adee0c408a5",
"name": "🔍 ¿Requiere Seguimiento?",
"type": "n8n-nodes-base.if",
"position": [
1176,
-160
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "b2831020-9725-454b-a3dc-0b6465587288",
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"leftValue": "={{ $json.needsFollowUp }}",
"rightValue": {}
}
]
}
},
"typeVersion": 2.2
},
{
"id": "ad81e8cb-6e5d-4b3a-8b1e-5a00853ed3c2",
"name": "🧠 Analizar Respuesta del Lead (IA)",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
580,
-160
],
"parameters": {
"text": "=Analyze this lead response and provide:\n\n1. Sentiment: (Positive/Neutral/Negative)\n2. Intent: (Interested/Not Interested/Needs Info/Ready to Buy/Objection)\n3. Urgency: (High/Medium/Low)\n4. Next Action: (Call/Email/Demo/Quote/No Action)\n5. Summary: Brief 1-2 sentence summary\n6. Priority: (Hot/Warm/Cold)\n\nLead Email: {{ $json.leadEmail }}\nSubject: {{ $json.subject }}\nMessage: {{ $json.message }}\nRespond in JSON format with keys: sentiment, intent, urgency, nextAction, summary, priority",
"options": {},
"promptType": "define"
},
"typeVersion": 2
},
{
"id": "b970147b-c301-49e4-924d-535e7cf3a01e",
"name": "Nota Adhesiva",
"type": "n8n-nodes-base.stickyNote",
"position": [
-120,
-500
],
"parameters": {
"color": 5,
"width": 640,
"height": 680,
"content": "## Nodes:\n\n**📧 Gmail: New Lead Response\n\n🔀 Check if Data Exists\n\n🔧 Normalize Gmail Data**\n\n*Captures new lead responses from Gmail with a specific label every minute. Verifies the presence of data and standardizes incoming fields (email, subject, message, timestamp, etc.) for consistent processing across the workflow.*"
},
"typeVersion": 1
},
{
"id": "885d848a-de98-48bb-8fc1-dab28cc20570",
"name": "Nota Adhesiva1",
"type": "n8n-nodes-base.stickyNote",
"position": [
540,
-500
],
"parameters": {
"color": 3,
"width": 580,
"height": 680,
"content": "## Nodes:\n\n**🧠 Analyze Lead Response (AI)\n\nOpenAI Chat Model\n\n📋 Parse AI Analysis Results**\n\n*Utilizes OpenAI to analyze the lead's message for sentiment, intent, urgency, next action, and priority. The response is parsed and merged with original email data. Adds calculated flags (needsFollowUp, isHighPriority) to streamline follow-up logic.*"
},
"typeVersion": 1
},
{
"id": "90a8e89d-42fe-498e-950e-c9e1a6eb6878",
"name": "Nota Adhesiva2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1140,
-500
],
"parameters": {
"width": 160,
"height": 680,
"content": "## Node:\n\n**🔍 Needs Follow-Up?**\n\n*Evaluates if the AI-recommended next action requires follow-up. If so, triggers all follow-up actions like CRM task creation, sales notification, and data logging.*"
},
"typeVersion": 1
},
{
"id": "fbd6f660-c7e3-4e8e-ad7f-a8ca871b89dc",
"name": "Nota Adhesiva3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1320,
-760
],
"parameters": {
"color": 4,
"width": 300,
"height": 1000,
"content": "## Nodes:\n\n**📝 HubSpot: Create Follow-up Task\n\n💬 Slack: Notify Sales Team\n\n📊 Log to Google Sheets**\n\n*Once a lead needs follow-up, the workflow:\n\nCreates a HubSpot task for sales tracking\n\nSends a Slack alert with lead insights\n\nLogs analysis to Google Sheets for tracking and review*"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "REMOVED_FOR_PRIVACY",
"connections": {
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"ai_languageModel": [
[
{
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"type": "ai_languageModel",
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},
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}Preguntas frecuentes
¿Cómo usar este flujo de trabajo?
Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.
¿En qué escenarios es adecuado este flujo de trabajo?
Intermedio - Resumen de IA, IA Multimodal
¿Es de pago?
Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.
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Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos14
Categoría2
Tipos de nodos10
Descripción de la dificultad
Autor
Avkash Kakdiya
@itechnotion🚀 Founder of iTechNotion — we build custom AI-powered automation workflows for startups, agencies, and founders. 💡 Specializing in agentic AI systems, content automation, sales funnels, and digital workers. 🔧 14+ years in tech | Building scalable no-code/low-code solutions using n8n, OpenAI, and other API-first tools. 📬 Let’s automate what slows you down.
Enlaces externos
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