22 - Enrutamiento de leads de múltiples fuentes

Intermedio

Este es unLead Generation, Multimodal AIflujo de automatización del dominio deautomatización que contiene 13 nodos.Utiliza principalmente nodos como If, Gmail, Hubspot, Airtable, GoogleSheets. Sistema de enrutamiento de prospectos: calificar y dirigir prospectos de Typeform a HubSpot, Sheets y Airtable

Requisitos previos
  • Cuenta de Google y credenciales de API de Gmail
  • Clave de API de HubSpot
  • Clave de API de Airtable
  • Credenciales de API de Google Sheets
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": "{{WORKFLOW_ID}}",
  "meta": {
    "instanceId": "{{YOUR_INSTANCE_ID}}",
    "templateCredsSetupCompleted": true
  },
  "name": "22 - Multi-Source Lead Routing",
  "tags": [
    {
      "id": "{{TAG_ID}}",
      "name": "Production",
      "createdAt": "2025-01-01T00:00:00.000Z",
      "updatedAt": "2025-01-01T00:00:00.000Z"
    }
  ],
  "nodes": [
    {
      "id": "cd8e0aa7-1991-4ecd-966f-15249c8b7244",
      "name": "📋 Activador de Envío de Typeform",
      "type": "n8n-nodes-base.typeformTrigger",
      "position": [
        -1200,
        130
      ],
      "webhookId": "{{WEBHOOK_ID}}",
      "parameters": {
        "formId": "{{YOUR_TYPEFORM_ID}}"
      },
      "credentials": {
        "typeformApi": {
          "id": "{{YOUR_TYPEFORM_CREDENTIAL_ID}}",
          "name": "{{YOUR_TYPEFORM_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "ec35de3e-7722-4445-80ed-c6cc2a3941dc",
      "name": "💰 Verificar Lead de Alto Presupuesto",
      "type": "n8n-nodes-base.if",
      "position": [
        -980,
        130
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "high-priority-budget",
              "operator": {
                "type": "number",
                "operation": "gt"
              },
              "leftValue": "={{ $json['What is your Budget'] }}",
              "rightValue": 5000
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "e1271e83-fa1a-4ba1-9c8c-bf7f1f38261c",
      "name": "📘 Verificar si es Lead Facebook",
      "type": "n8n-nodes-base.if",
      "position": [
        -320,
        130
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "facebook-source",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json.lead_source || $json.source }}",
              "rightValue": "Facebook"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "bc9727ca-0cf7-4d89-b771-ca354537df5c",
      "name": "📊 Verificar si es Lead de SurveyMonkey",
      "type": "n8n-nodes-base.if",
      "position": [
        -100,
        205
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "surveymonkey-source",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json.lead_source || $json.source }}",
              "rightValue": "SurveyMonkey"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "22344a6e-e585-44f9-a896-a48720d9da6b",
      "name": "👤 HubSpot — Crear/Actualizar Contacto",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -760,
        130
      ],
      "parameters": {
        "email": "={{ $json.Email }}",
        "options": {},
        "authentication": "appToken",
        "additionalFields": {
          "firstName": "={{ $json.Name }}",
          "phoneNumber": "={{ $json['Phone Number'] }}",
          "customPropertiesUi": {
            "customPropertiesValues": [
              {
                "value": "={{ $json['What is your Budget'] }}",
                "property": "Budget"
              }
            ]
          }
        }
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "{{YOUR_HUBSPOT_CREDENTIAL_ID}}",
          "name": "{{YOUR_HUBSPOT_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "fb3aba79-a82b-4a75-8174-46bcd8b77957",
      "name": "📝 HubSpot — Agregar Tarea Prioritaria",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -540,
        130
      ],
      "parameters": {
        "type": "task",
        "metadata": {
          "body": "=Priority - High (Budget - {{ $json['What is your Budget'] }})"
        },
        "resource": "engagement",
        "authentication": "appToken",
        "additionalFields": {}
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "{{YOUR_HUBSPOT_CREDENTIAL_ID}}",
          "name": "{{YOUR_HUBSPOT_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "bc870ccf-8759-40ad-b7f6-5dc9e310fa9e",
      "name": "📄 Registrar Lead Facebook en Hoja Google",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        120,
        40
      ],
      "parameters": {
        "columns": {
          "value": {},
          "schema": [],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "append",
        "sheetName": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_SHEET_NAME}}"
        },
        "documentId": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_GOOGLE_SHEET_ID}}"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "{{YOUR_GOOGLE_SHEETS_CREDENTIAL_ID}}",
          "name": "{{YOUR_GOOGLE_SHEETS_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 4
    },
    {
      "id": "9690a043-4ad1-4d69-aa34-1429983f864a",
      "name": "📦 Almacenar Lead de SurveyMonkey en Airtable",
      "type": "n8n-nodes-base.airtable",
      "position": [
        120,
        280
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_AIRTABLE_BASE_ID}}"
        },
        "table": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_AIRTABLE_TABLE_NAME}}"
        },
        "columns": {
          "value": {},
          "schema": [
            {
              "id": "Name",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Phone Number",
              "type": "number",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Phone Number",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Message",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Message",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "create",
        "authentication": "airtableOAuth2Api"
      },
      "credentials": {
        "airtableOAuth2Api": {
          "id": "{{YOUR_AIRTABLE_CREDENTIAL_ID}}",
          "name": "{{YOUR_AIRTABLE_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "6e6d35a3-1c45-43b6-86ee-f99397dfe924",
      "name": "📧 Enviar Respuesta Automática Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
        340,
        130
      ],
      "webhookId": "{{WEBHOOK_ID}}",
      "parameters": {
        "sendTo": "={{ $json.email }}",
        "message": "Hi {{ $json.name || $json.first_name }},\n\nThank you for your interest. Our sales team will reach out within 24 hours.\n\nBest regards,\nSales Team",
        "options": {
          "ccList": "",
          "bccList": ""
        },
        "subject": "Thanks for reaching out — We'll get back soon"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "{{YOUR_GMAIL_CREDENTIAL_ID}}",
          "name": "{{YOUR_GMAIL_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "6eea1967-e1ee-4f57-aa68-f0fca9304c00",
      "name": "Nota Adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1260,
        -200
      ],
      "parameters": {
        "color": 5,
        "width": 440,
        "height": 660,
        "content": "## 📋 Form Intake & Lead Qualification\n\n**📋 Typeform Submission Trigger → 💰 Check High-Budget Lead**\n\n*This section captures new lead data from the Typeform submission. It immediately evaluates the budget field to determine whether the lead is high priority (budget > $5,000), allowing the workflow to route premium leads for faster follow-up.*"
      },
      "typeVersion": 1
    },
    {
      "id": "59c9b01f-a262-42d4-aa0c-a92f5a874f67",
      "name": "Nota Adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -800,
        -200
      ],
      "parameters": {
        "width": 400,
        "height": 660,
        "content": "## 👤 CRM Integration & Priority Handling\n\n**👤 HubSpot — Create/Update Contact → 📝 HubSpot — Add Priority Task**\n\n*For high-priority leads, the workflow automatically creates or updates the corresponding contact in HubSpot, adding their budget and other details. It then logs a priority follow-up task in HubSpot to ensure the sales team responds promptly.*"
      },
      "typeVersion": 1
    },
    {
      "id": "df5fcd72-2882-40f4-a398-4d49b0eb55f8",
      "name": "Nota Adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -380,
        -200
      ],
      "parameters": {
        "color": 4,
        "width": 420,
        "height": 660,
        "content": "## 📘/📊 Lead Source Routing & Storage\n\n**📘 Check if Facebook Lead → 📄 Log Facebook Lead to Google Sheet\n📊 Check if SurveyMonkey Lead → 📦 Store SurveyMonkey Lead in Airtable**\n\n*This section routes leads based on their source. Facebook leads are logged in Google Sheets for marketing analysis, while SurveyMonkey leads are stored in Airtable for structured data management and campaign tracking.*"
      },
      "typeVersion": 1
    },
    {
      "id": "4e93476a-9dd5-49c5-865f-a8d95d6d2415",
      "name": "Nota Adhesiva3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        60,
        -260
      ],
      "parameters": {
        "color": 3,
        "width": 420,
        "height": 720,
        "content": "## 📧 Automated Lead Acknowledgment\n\n**📄 Log Facebook Lead to Google Sheet → 📧 Send Gmail Auto-Response\n📦 Store SurveyMonkey Lead in Airtable → 📧 Send Gmail Auto-Response**\n\n*After the lead's data is stored in the appropriate system, the workflow sends an automated acknowledgment email via Gmail, confirming receipt of their inquiry and setting the expectation for a 24-hour follow-up.*"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "{{WORKFLOW_VERSION_ID}}",
  "connections": {
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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 - Generación de leads, 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.

Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos13
Categoría2
Tipos de nodos7
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

Autor
Avkash Kakdiya

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
Ver en n8n.io

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Categorías

Categorías: 34