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Automatisation simple des e-mails pour les personnes marquées dans CentralStationCRM

Avancé

Ceci est unLead Nurturingworkflow d'automatisation du domainecontenant 19 nœuds.Utilise principalement des nœuds comme If, Wait, Gmail, Slack, HttpRequest. Système automatisé de suivi des e-mails avec CentralStationCRM, Gmail et des alertes Slack

Prérequis
  • •Compte Google et informations d'identification Gmail API
  • •Token Bot Slack ou URL Webhook
  • •Peut nécessiter les informations d'identification d'authentification de l'API cible

Nœuds utilisés (19)

If
Wait
Gmail
Slack
StickyNote
HttpRequest
ScheduleTrigger
RemoveDuplicates

Catégorie

Nurturing de leads
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
React Flow
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "id": "gsJVZsZPIb5Lngwn",
  "meta": {
    "instanceId": "68ab8a7bd891eafb85f915471f38591da0135936f93fdf7e27d0ebea24fea950",
    "templateCredsSetupCompleted": true
  },
  "name": "A simple E-Mail automation for a tagged person in CentralStationCRM",
  "tags": [],
  "nodes": [
    {
      "id": "1162956d-a0c7-49f2-9251-2c0af29f17a2",
      "name": "Envoyer un message",
      "type": "n8n-nodes-base.gmail",
      "position": [
        336,
        -336
      ],
      "webhookId": "acf551ca-9814-4e8f-9f06-609443ed936e",
      "parameters": {
        "sendTo": "={{ $json.person.emails[0].name }}",
        "message": "=Hi {{ $json.person.salutation }} {{ $json.person.name }},\n\n#INSERT YOUR TEXT#\n\nBest regards\n\n#SIGNATURE#\n",
        "options": {
          "appendAttribution": false
        },
        "subject": "=Unser Gespräch",
        "emailType": "text"
      },
      "typeVersion": 2.1
    },
    {
      "id": "010d381e-0a38-4feb-a5d7-5b39cb94678f",
      "name": "Cron : jour ouvré 17:00",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -288,
        -320
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 17 * * 1-5"
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "b0b1b71d-8017-49a9-ae81-0226c0192401",
      "name": "Supprimer les doublons",
      "type": "n8n-nodes-base.removeDuplicates",
      "position": [
        1104,
        -96
      ],
      "parameters": {
        "compare": "selectedFields",
        "options": {
          "removeOtherFields": false
        },
        "fieldsToCompare": "from.value[0].address"
      },
      "typeVersion": 2,
      "alwaysOutputData": true
    },
    {
      "id": "a92b9c44-3d4e-4fe6-ae18-0158970e4d9d",
      "name": "Supprimer les doublons1",
      "type": "n8n-nodes-base.removeDuplicates",
      "position": [
        1792,
        -80
      ],
      "parameters": {
        "compare": "selectedFields",
        "options": {
          "removeOtherFields": false
        },
        "fieldsToCompare": "from.value[0].address"
      },
      "typeVersion": 2,
      "alwaysOutputData": true
    },
    {
      "id": "a028cbd4-459f-4354-b82f-999022cac887",
      "name": "obtenir les mises à jour CRM",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -96,
        -320
      ],
      "parameters": {
        "url": "https://api.centralstationcrm.net/api/people",
        "options": {},
        "jsonQuery": "={\"filter\" : {\"updated_at\": {\"larger_than\": \"{{ new Date().beginningOf('day') }}\"}},\n\"includes\" : \"tags addrs companies emails\"}",
        "sendQuery": true,
        "sendHeaders": true,
        "specifyQuery": "json",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "c7037d7a-62f1-4484-8c82-2e33b72b6b20",
      "name": "tester pour tag",
      "type": "n8n-nodes-base.if",
      "position": [
        96,
        -320
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "loose"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "4b075c94-c553-4dee-a4f0-d0f501982c53",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json.person.tags }}",
              "rightValue": "\"Outreach\""
            }
          ]
        },
        "looseTypeValidation": true
      },
      "typeVersion": 2.2
    },
    {
      "id": "923918e9-5165-41e2-8272-e44811f5f64d",
      "name": "répondu ?",
      "type": "n8n-nodes-base.if",
      "position": [
        848,
        -336
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "loose"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "fde577e8-0f72-4ff5-a71e-f6cd4d512b95",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.id }}",
              "rightValue": ""
            }
          ]
        },
        "looseTypeValidation": true
      },
      "typeVersion": 2.2
    },
    {
      "id": "1e2fe3c7-01dd-4c25-8897-b6b275b386bc",
      "name": "obtenir les 7 derniers jours",
      "type": "n8n-nodes-base.gmail",
      "position": [
        672,
        -336
      ],
      "webhookId": "bd0cb35b-9cf9-4785-8695-d25e8f6db950",
      "parameters": {
        "limit": 10,
        "simple": false,
        "filters": {
          "q": "=from:  {{ $('test for tag').item.json.person.emails[0].name }}",
          "receivedAfter": "={{ new Date(Date.now() - 7 * 24 * 60 * 60 * 1000).toISOString() }}"
        },
        "options": {},
        "operation": "getAll"
      },
      "typeVersion": 2.1,
      "alwaysOutputData": true
    },
    {
      "id": "aed8bf29-5fb0-4730-9bea-b6193afcb7c5",
      "name": "alerter l'utilisateur",
      "type": "n8n-nodes-base.slack",
      "position": [
        1280,
        -96
      ],
      "webhookId": "d4bc8854-ec94-4da7-b8b2-215879d9b480",
      "parameters": {
        "text": "=Hi #YOURNAME#,\n\nyour contact {{ $('test for tag').item.json.person.salutation }} {{ $('test for tag').item.json.person.name }} has responded.\n\nLook it up: \n\nhttps://mail.google.com/mail/u/0/#all/{{ $json.threadId }}",
        "user": {
          "__rl": true,
          "mode": "list",
          "value": "U063KFE3KNW",
          "cachedResultName": "christian"
        },
        "select": "user",
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "executeOnce": false,
      "typeVersion": 2.3
    },
    {
      "id": "beab7970-9060-45c0-a30e-6befe4a4f6a2",
      "name": "envoyer un autre message",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1088,
        -320
      ],
      "webhookId": "acf551ca-9814-4e8f-9f06-609443ed936e",
      "parameters": {
        "sendTo": "={{ $('get CRM updates').item.json.person.emails[0].name }}",
        "message": "=Hi {{ $('get CRM updates').item.json.person.salutation }} {{ $json.person.name }},\n\n##CONTENT OF YOUR SECOND MESSAGE##\n\nBest regards\n\n##SIGNATURE##\n\nSIGNATUR",
        "options": {
          "senderName": "Christian Lipowsky",
          "appendAttribution": false
        },
        "subject": "=Unser Gespräch",
        "emailType": "text"
      },
      "typeVersion": 2.1
    },
    {
      "id": "bd869007-756b-4478-82d8-3fa512155642",
      "name": "obtenir à nouveau les 7 derniers jours",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1344,
        -320
      ],
      "webhookId": "bd0cb35b-9cf9-4785-8695-d25e8f6db950",
      "parameters": {
        "limit": 10,
        "simple": false,
        "filters": {
          "q": "=from:  {{ $('test for tag').item.json.person.emails[0].name }}",
          "receivedAfter": "={{ new Date(Date.now() - 7 * 24 * 60 * 60 * 1000).toISOString() }}"
        },
        "options": {},
        "operation": "getAll"
      },
      "typeVersion": 2.1
    },
    {
      "id": "760630fa-970c-462b-bf30-210b0067417d",
      "name": "répondu maintenant ?",
      "type": "n8n-nodes-base.if",
      "position": [
        1552,
        -320
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "loose"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "fde577e8-0f72-4ff5-a71e-f6cd4d512b95",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.id }}",
              "rightValue": ""
            }
          ]
        },
        "looseTypeValidation": true
      },
      "typeVersion": 2.2,
      "alwaysOutputData": true
    },
    {
      "id": "aa362bbf-cd9c-4976-a01d-4cc71d7ad363",
      "name": "alerter l'utilisateur1",
      "type": "n8n-nodes-base.slack",
      "position": [
        1952,
        -80
      ],
      "webhookId": "d4bc8854-ec94-4da7-b8b2-215879d9b480",
      "parameters": {
        "text": "=Hi #YOURNAME#,\n\nyour contact {{ $('test for tag').item.json.person.salutation }} {{ $('test for tag').item.json.person.name }} has responded.\n\nLook it up: \n\nhttps://mail.google.com/mail/u/0/#all/{{ $json.threadId }}",
        "user": {
          "__rl": true,
          "mode": "list",
          "value": "U063KFE3KNW",
          "cachedResultName": "christian"
        },
        "select": "user",
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "executeOnce": false,
      "typeVersion": 2.3
    },
    {
      "id": "c5d41c88-d813-4212-9f54-33d34993dcf2",
      "name": "Note adhésive",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -320,
        -1168
      ],
      "parameters": {
        "width": 528,
        "height": 592,
        "content": "![CSCRM Logo](https://s3.42he.com/cscrm-marketing-page-production/Logo_Central_Station_CRM_0dd02e23d2.jpeg)\n\n## A simple E-Mail automation for a tagged person in CentralStationCRM\n\n* time trigger using the cron format\n* gets CentralStationCRM people updates of today\n* checks for tag \"Outreach\"\n* if true, sends message on gmail (predefine in node)\n* waits 7 days, checks for answers\n* alerts user if an answer is there\n* repeats process\n\n*please test your workflow before using real contact data!! for testing, remove the wait nodes from the workflow by clicking on the trash can on the connecting lanes. then, reconnect the mail nodes to test. don't forget to reconnect the wait nodes after that, or you will flood your contact with mails.\n\nthis is meant to be an example to learn n8n, not to be a perfect execution of e-mail automation. Find ideas to make this workflow better in the project description.*"
      },
      "typeVersion": 1
    },
    {
      "id": "e12d61d0-1380-46e7-ad80-922384f330a5",
      "name": "Note adhésive1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -320,
        -560
      ],
      "parameters": {
        "width": 528,
        "height": 128,
        "content": "## Tools in this workflow\n* [CentralStationCRM](https://centralstationcrm.de), your easy CRM software for small teams\n* GMail, e-mail service by Google\n* Slack, fast and easy messaging tool"
      },
      "typeVersion": 1
    },
    {
      "id": "56ca8d77-8820-4cab-9c0a-c5b5ca7845b4",
      "name": "attendre 7 jours",
      "type": "n8n-nodes-base.wait",
      "position": [
        512,
        -336
      ],
      "webhookId": "884a6f56-ccbd-47b6-9a7f-6980152dabfd",
      "parameters": {
        "unit": "days",
        "amount": 7
      },
      "typeVersion": 1.1
    },
    {
      "id": "f573b22b-c275-4094-a9b3-27b0494153df",
      "name": "Note adhésive2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        272,
        -1328
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 900,
        "content": "## set up CentralStationCRM API Key\n* log in to CentralStationCRM\n* click on the gear wheel in the top right corner\n\n![Account settings](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_edb73dede7.jpg)\n![API key](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_API_cec6e99236.jpg)\n* click \"Create API key\" on the right-hand side\n* enter \"Description\" (e.g. n8n Test)\n* save\n* save the API key! The key cannot be called up again and is required for step 2."
      },
      "typeVersion": 1
    },
    {
      "id": "05885492-a884-4612-a328-f270e01a5aab",
      "name": "Note adhésive8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        704,
        -1328
      ],
      "parameters": {
        "color": 7,
        "width": 440,
        "height": 900,
        "content": "## set up CentralStationCRM n8n credentials\n![n8n menu](https://s3.42he.com/cscrm-marketing-page-production/n8n_menu_credential_c73f8802bb.png)\n![n8n cred type](https://s3.42he.com/cscrm-marketing-page-production/n8n_Header_Auth_f635973075.png)\n![n8n cscrm apikey](https://s3.42he.com/cscrm-marketing-page-production/n8n_cscrm_credential_9690dfc9a2.jpg)\nImportant:\n* select Header Auth as credential type\n* assign X-apikey as name\n* enter the CentralStationCRM API key under \"Value\""
      },
      "typeVersion": 1
    },
    {
      "id": "c43c8f76-e71f-4ee8-a0a1-4715b16b61c1",
      "name": "Note adhésive3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1168,
        -1328
      ],
      "parameters": {
        "color": 7,
        "width": 868,
        "height": 892,
        "content": "## set up Slack nodes\n* set up Slack credentials\n![Credentials](https://s3.42he.com/cscrm-marketing-page-production/Slack_Credential_0cab4ad78e.png)\n![Credentials new](https://s3.42he.com/cscrm-marketing-page-production/Slack_Connect_Account_d1cc2420f3.jpg)\n* choose your credential in the two slack nodes\n* User (By Username): Enter @SlackUsername\n* Customize text under \"Message\" if necessary\n\n## set up Google nodes\n* set up Gmail credentials (Connect with Google)\n* choose your credentials in the four GMail nodes"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "85dd4cf8-4b8a-49df-89b7-f8566a255605",
  "connections": {
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    "aed8bf29-5fb0-4730-9bea-b6193afcb7c5": {
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        []
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    },
    "56ca8d77-8820-4cab-9c0a-c5b5ca7845b4": {
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    "c7037d7a-62f1-4484-8c82-2e33b72b6b20": {
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    "1162956d-a0c7-49f2-9251-2c0af29f17a2": {
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            "type": "main",
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    "a028cbd4-459f-4354-b82f-999022cac887": {
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    "b0b1b71d-8017-49a9-ae81-0226c0192401": {
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  }
}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Avancé - Nurturing de leads

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

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Informations sur le workflow
Niveau de difficulté
Avancé
Nombre de nœuds19
Catégorie1
Types de nœuds8
Description de la difficulté

Adapté aux utilisateurs avancés, avec des workflows complexes contenant 16+ nœuds

Auteur
CentralStationCRM

CentralStationCRM

@centralstationcrm

CentralStationCRM ist das einfache und intuitive CRM für kleine Teams. Auf n8n teilen wir unsere Workflow-Ideen: für schnellere Abläufe und einen besseren Arbeitsalltag. CentralStationCRM is the simple and intuitive CRM for small businesses. On n8, we share CRM-workflow ideas to speed up your working life!

Liens externes
Voir sur n8n.io →

Partager ce workflow

Catégories

IA Multimodale
1540
Intelligence Artificielle
1108
Création de contenu
695
Résumé IA
516
Marketing
419
Chatbot IA
251
Ingénierie
241
Étude de marché
203
Divers
193
Autres
176
Ventes
162
Opérations IT
156
Extraction de documents
147
RAG IA
146
Blocs de construction
144
Réseaux sociaux
137
Génération de leads
125
Productivité personnelle
117
DevOps
111
Ressources Humaines
101
Support
97
Nurturing de leads
87
CRM
82
Finance
81
Produit
77
Chatbot de support
76
Design
70
Gestion des tickets
67
Opérations de sécurité
57
Traitement des factures
53
Trading crypto
49
Gestion de fichiers
39
Gestion de projet
35
Wiki interne
32

Catégories: 34