CentralStationCRM内でのメンバーマーキングのための簡易メール自動化
上級
これはLead Nurturing分野の自動化ワークフローで、19個のノードを含みます。主にIf, Wait, Gmail, Slack, HttpRequestなどのノードを使用。 CentralStationCRM、Gmail、およびSlack通知を使用した自動メールフォローアップシステム
前提条件
- •Googleアカウント + Gmail API認証情報
- •Slack Bot Token または Webhook URL
- •ターゲットAPIの認証情報が必要な場合あり
カテゴリー
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"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": "メッセージを送信",
"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: 平日 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": "重複を削除",
"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": "重複を削除1",
"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": "CRM更新を取得",
"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": "タグのテスト",
"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": "返信済み？",
"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": "過去7日間を取得",
"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": "ユーザーに警告",
"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": "別のメッセージを送信",
"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": "再度過去7日間を取得",
"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": "今返信した？",
"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": "ユーザーに警告1",
"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": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
-320,
-1168
],
"parameters": {
"width": 528,
"height": 592,
"content": "\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": "付箋1",
"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": "7日間待機",
"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": "付箋2",
"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\n\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": "付箋8",
"type": "n8n-nodes-base.stickyNote",
"position": [
704,
-1328
],
"parameters": {
"color": 7,
"width": 440,
"height": 900,
"content": "## set up CentralStationCRM n8n credentials\n\n\n\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": "付箋3",
"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\n\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": {
"923918e9-5165-41e2-8272-e44811f5f64d": {
"main": [
[
{
"node": "b0b1b71d-8017-49a9-ae81-0226c0192401",
"type": "main",
"index": 0
}
],
[
{
"node": "beab7970-9060-45c0-a30e-6befe4a4f6a2",
"type": "main",
"index": 0
}
]
]
},
"aed8bf29-5fb0-4730-9bea-b6193afcb7c5": {
"main": [
[]
]
},
"56ca8d77-8820-4cab-9c0a-c5b5ca7845b4": {
"main": [
[
{
"node": "1e2fe3c7-01dd-4c25-8897-b6b275b386bc",
"type": "main",
"index": 0
}
]
]
},
"760630fa-970c-462b-bf30-210b0067417d": {
"main": [
[
{
"node": "a92b9c44-3d4e-4fe6-ae18-0158970e4d9d",
"type": "main",
"index": 0
}
]
]
},
"c7037d7a-62f1-4484-8c82-2e33b72b6b20": {
"main": [
[
{
"node": "1162956d-a0c7-49f2-9251-2c0af29f17a2",
"type": "main",
"index": 0
}
]
]
},
"1162956d-a0c7-49f2-9251-2c0af29f17a2": {
"main": [
[
{
"node": "56ca8d77-8820-4cab-9c0a-c5b5ca7845b4",
"type": "main",
"index": 0
}
]
]
},
"a028cbd4-459f-4354-b82f-999022cac887": {
"main": [
[
{
"node": "c7037d7a-62f1-4484-8c82-2e33b72b6b20",
"type": "main",
"index": 0
}
]
]
},
"1e2fe3c7-01dd-4c25-8897-b6b275b386bc": {
"main": [
[
{
"node": "923918e9-5165-41e2-8272-e44811f5f64d",
"type": "main",
"index": 0
}
]
]
},
"b0b1b71d-8017-49a9-ae81-0226c0192401": {
"main": [
[
{
"node": "aed8bf29-5fb0-4730-9bea-b6193afcb7c5",
"type": "main",
"index": 0
}
]
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},
"a92b9c44-3d4e-4fe6-ae18-0158970e4d9d": {
"main": [
[
{
"node": "aa362bbf-cd9c-4976-a01d-4cc71d7ad363",
"type": "main",
"index": 0
}
]
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},
"010d381e-0a38-4feb-a5d7-5b39cb94678f": {
"main": [
[
{
"node": "a028cbd4-459f-4354-b82f-999022cac887",
"type": "main",
"index": 0
}
]
]
},
"beab7970-9060-45c0-a30e-6befe4a4f6a2": {
"main": [
[
{
"node": "bd869007-756b-4478-82d8-3fa512155642",
"type": "main",
"index": 0
}
]
]
},
"bd869007-756b-4478-82d8-3fa512155642": {
"main": [
[
{
"node": "760630fa-970c-462b-bf30-210b0067417d",
"type": "main",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級 - リードナーチャリング
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
上級
ノード数19
カテゴリー1
ノードタイプ8
作成者
CentralStationCRM
@centralstationcrmCentralStationCRM 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!
外部リンク
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