自動化されたリードフォローアップシステム - Follow Up Bossからの新規リードを検証し、メールとメッセージでフォローアップ

上級

これは自動化ワークフローで、24個のノードを含みます。主にIf, Set, Code, Wait, Gmailなどのノードを使用。 Follow Up Boss、Gmail、Twilio、WhatsApp メッセージを使用した自動リードフォローアップ

前提条件
  • Googleアカウント + Gmail API認証情報
  • 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": "rkhgnsQGutrmwcFP",
  "meta": {
    "instanceId": "e4d0e159d8908850b6af510bbd50decb04ea0c219fce7fbb97f383f3499aaad7",
    "templateCredsSetupCompleted": true
  },
  "name": "Automated Lead Follow-Up System – Validate, Email & Message New Leads from Follow Up Boss",
  "tags": [
    {
      "id": "baIdEJyPHqa8m5k8",
      "name": "CRM",
      "createdAt": "2025-10-07T21:33:11.637Z",
      "updatedAt": "2025-10-07T21:33:11.637Z"
    }
  ],
  "nodes": [
    {
      "id": "4cf0c726-f652-4379-a76e-7e8ecc3834bc",
      "name": "スケジュールトリガー",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -368,
        848
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "minutes",
              "minutesInterval": 3
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "4206086d-f8d5-47f3-9c8f-ec74d1898a91",
      "name": "最終実行時刻取得",
      "type": "n8n-nodes-base.code",
      "position": [
        -144,
        848
      ],
      "parameters": {
        "jsCode": "const data = $getWorkflowStaticData('global');\n\nconst lastRun = data.lastRun || new Date(Date.now() - 15 * 60 * 1000).toISOString();\n\nreturn [{ lastRun }];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "029d7042-56f8-4bd3-a31d-6707137d51a2",
      "name": "最終実行時刻",
      "type": "n8n-nodes-base.code",
      "position": [
        2160,
        864
      ],
      "parameters": {
        "jsCode": "const data = $getWorkflowStaticData('global');\ndata.lastRun = new Date().toISOString();\nreturn items;"
      },
      "typeVersion": 2
    },
    {
      "id": "8ec31f87-92f8-416c-b257-6faeda41f15f",
      "name": "最終リード取得 (FUB)",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        80,
        848
      ],
      "parameters": {
        "url": "=https://api.followupboss.com/v1/people?createdAfter={{$json[\"lastRun\"]}}",
        "options": {},
        "sendQuery": true,
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBasicAuth",
        "queryParameters": {
          "parameters": [
            {}
          ]
        }
      },
      "credentials": {
        "httpBasicAuth": {
          "id": "GdCCLDqKl1ns5iSd",
          "name": "Unnamed credential"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "a4d56163-3c53-4997-941a-3add6637a950",
      "name": "不正メールまたは不正電話番号",
      "type": "n8n-nodes-base.if",
      "position": [
        944,
        864
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "4bd16be0-69ae-498f-85d9-b09c9f560b40",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.emails[0].status }}",
              "rightValue": "Valid"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "7b9d5935-0b43-4f94-8a41-17ad4c611ca3",
      "name": "無効番号およびメール",
      "type": "n8n-nodes-base.filter",
      "position": [
        576,
        848
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "ce4a677d-0089-4b09-84f2-1bcc3fb33fbf",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.emails[0].status }}",
              "rightValue": "Valid"
            },
            {
              "id": "85d35324-19a3-4c35-9db7-a55fe002d078",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.phones[0].status }}",
              "rightValue": "Valid"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "99bfaa21-fdba-4baa-ac98-901d996e8f2c",
      "name": "各リード分割",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        416,
        848
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "people"
      },
      "typeVersion": 1
    },
    {
      "id": "0f42153e-0b2b-4b0b-b66c-a28d1ee7d1ce",
      "name": "メール送信",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1632,
        576
      ],
      "webhookId": "1f0fa421-8f48-49eb-85af-00cb77520c6d",
      "parameters": {
        "sendTo": "={{ $json.Email }}",
        "message": "( Type your ideal Email )",
        "options": {},
        "subject": "Following Up!"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YwRPxRgVNrcPcyIa",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "db4f5850-751c-4d23-a5db-66077d4d26e4",
      "name": "SMS/Whatsapp送信",
      "type": "n8n-nodes-base.twilio",
      "position": [
        1872,
        576
      ],
      "parameters": {
        "to": "={{ $('Full data → Send both Email + SMS/WhatsApp').item.json.phones[0].value }}",
        "from": "8887944798",
        "message": "( Type your ideal Message )",
        "options": {}
      },
      "credentials": {
        "twilioApi": {
          "id": "n6T2CpJxeKt9Aw6Q",
          "name": "Account 1"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "61b7f8d7-19ed-42d2-ba4c-00c177809008",
      "name": "待機",
      "type": "n8n-nodes-base.wait",
      "position": [
        240,
        848
      ],
      "webhookId": "61bb704a-40f6-4b2b-a332-9736271b4551",
      "parameters": {
        "amount": 6
      },
      "typeVersion": 1.1
    },
    {
      "id": "1b7eb467-11ea-4358-9514-ef16aed8c728",
      "name": "SMS/Whatsapp1送信",
      "type": "n8n-nodes-base.twilio",
      "position": [
        1600,
        1120
      ],
      "parameters": {
        "to": "=+1{{ $('Full data → Send both Email + SMS/WhatsApp').item.json.phones[0].value }}",
        "from": "+18887944798",
        "message": "( Type your ideal Message )",
        "options": {},
        "toWhatsapp": true
      },
      "credentials": {
        "twilioApi": {
          "id": "n6T2CpJxeKt9Aw6Q",
          "name": "Account 1"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "d0f970bd-c357-48e2-a5e1-bf645863273e",
      "name": "完全データ → メール + SMS/WhatsApp両方送信",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        1184,
        560
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "18c15563-c9ba-4849-8b60-18bcad929e3f",
      "name": "電話番号欠落/無効 → メールのみ",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        1168,
        848
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "712c390e-6afd-4f8f-aad0-e62bf7fdb453",
      "name": "メール欠落/無効 → SMS/WhatsAppのみ",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        1168,
        1104
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "12bf1e10-5204-411f-827c-9360dfb7ddd0",
      "name": "フィールド抽出",
      "type": "n8n-nodes-base.set",
      "position": [
        1408,
        576
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
              "name": "firstName",
              "type": "string",
              "value": "={{ $json.firstName }}"
            },
            {
              "id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
              "name": "lastName",
              "type": "string",
              "value": "={{ $json.lastName }}"
            },
            {
              "id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
              "name": "CurrentStage",
              "type": "string",
              "value": "={{ $json.stage }}"
            },
            {
              "id": "f6efa820-9185-4986-ab33-7e81d55935fe",
              "name": "Source",
              "type": "string",
              "value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
            },
            {
              "id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
              "name": "Email",
              "type": "string",
              "value": "={{ $json.emails[0].value }}"
            },
            {
              "id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
              "name": "Phone Number",
              "type": "string",
              "value": "={{ $json.phones[0].value }}"
            },
            {
              "id": "0284bc6f-d249-42df-8564-f0cfe393e115",
              "name": "Email Verification",
              "type": "string",
              "value": "={{ $json.emails[0].status }}"
            },
            {
              "id": "44457cf3-b416-47d9-9855-b52bacf2a555",
              "name": "Phone Verification",
              "type": "string",
              "value": "={{ $json.phones[0].status }}"
            },
            {
              "id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
              "name": "Task ID",
              "type": "string",
              "value": "={{ $json.id }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "e3c332f1-152e-473c-a050-6877907ef06d",
      "name": "フィールド抽出1",
      "type": "n8n-nodes-base.set",
      "position": [
        1408,
        864
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
              "name": "firstName",
              "type": "string",
              "value": "={{ $json.firstName }}"
            },
            {
              "id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
              "name": "lastName",
              "type": "string",
              "value": "={{ $json.lastName }}"
            },
            {
              "id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
              "name": "CurrentStage",
              "type": "string",
              "value": "={{ $json.stage }}"
            },
            {
              "id": "f6efa820-9185-4986-ab33-7e81d55935fe",
              "name": "Source",
              "type": "string",
              "value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
            },
            {
              "id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
              "name": "Email",
              "type": "string",
              "value": "={{ $json.emails[0].value }}"
            },
            {
              "id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
              "name": "Phone Number",
              "type": "string",
              "value": "={{ $json.phones[0].value }}"
            },
            {
              "id": "0284bc6f-d249-42df-8564-f0cfe393e115",
              "name": "Email Verification",
              "type": "string",
              "value": "={{ $json.emails[0].status }}"
            },
            {
              "id": "44457cf3-b416-47d9-9855-b52bacf2a555",
              "name": "Phone Verification",
              "type": "string",
              "value": "={{ $json.phones[0].status }}"
            },
            {
              "id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
              "name": "Task ID",
              "type": "string",
              "value": "={{ $json.id }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "e7971f7e-94ca-487a-a3de-950ef73c8e0d",
      "name": "フィールド抽出2",
      "type": "n8n-nodes-base.set",
      "position": [
        1408,
        1120
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "1d8722a0-7b66-44ce-b46b-2e38fea49dc5",
              "name": "firstName",
              "type": "string",
              "value": "={{ $json.firstName }}"
            },
            {
              "id": "b8dd1bff-106c-482f-a678-6b383a018ebf",
              "name": "lastName",
              "type": "string",
              "value": "={{ $json.lastName }}"
            },
            {
              "id": "16f5fb9d-849c-47b7-b9b0-f02c2d15cb1f",
              "name": "CurrentStage",
              "type": "string",
              "value": "={{ $json.stage }}"
            },
            {
              "id": "f6efa820-9185-4986-ab33-7e81d55935fe",
              "name": "Source",
              "type": "string",
              "value": "={{ $if($json.source === \"<unspecified>\", \"Manually/Other\", $json.people[0].source) }}"
            },
            {
              "id": "a26edb95-4683-46ff-a2dc-6a8b468498b8",
              "name": "Email",
              "type": "string",
              "value": "={{ $json.emails[0].value }}"
            },
            {
              "id": "d019e1c2-87d0-46f0-ac65-d8dddff65eca",
              "name": "Phone Number",
              "type": "string",
              "value": "={{ $json.phones[0].value }}"
            },
            {
              "id": "0284bc6f-d249-42df-8564-f0cfe393e115",
              "name": "Email Verification",
              "type": "string",
              "value": "={{ $json.emails[0].status }}"
            },
            {
              "id": "44457cf3-b416-47d9-9855-b52bacf2a555",
              "name": "Phone Verification",
              "type": "string",
              "value": "={{ $json.phones[0].status }}"
            },
            {
              "id": "c0622a7e-feca-4546-a31f-032bfcbd4390",
              "name": "Task ID",
              "type": "string",
              "value": "={{ $json.id }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "8e95855e-fb87-44fc-9d3d-70f98cb21bf8",
      "name": "メール送信1",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1584,
        864
      ],
      "webhookId": "1f0fa421-8f48-49eb-85af-00cb77520c6d",
      "parameters": {
        "sendTo": "={{ $json.Email }}",
        "message": "( Type your ideal Email )",
        "options": {},
        "subject": "Following Up!"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "YwRPxRgVNrcPcyIa",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "00356ece-b0ec-4f9b-b6bb-da84dfa26ddf",
      "name": "全て正常?",
      "type": "n8n-nodes-base.if",
      "position": [
        768,
        848
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "e7db0078-1076-4783-beac-d11cd13a7af5",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.emails[0].status }}",
              "rightValue": "Valid"
            },
            {
              "id": "6adb6a66-29c8-41e4-bb3b-eece6ece7e88",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.phones[0].status }}",
              "rightValue": "Valid"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "82aea6ee-e9c6-4479-8fb5-83002214e1c8",
      "name": "付箋",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1072,
        0
      ],
      "parameters": {
        "width": 304,
        "height": 1312,
        "content": "# 🟨 STEP 3: Smart Follow-Up Logic\n\n# n8n branches into three paths:\n\n## Full data → Send both Email + SMS/WhatsApp\n\n## Missing phone → Email only\n\n## Missing email → SMS/WhatsApp only"
      },
      "typeVersion": 1
    },
    {
      "id": "557ea5c2-0dbe-4292-946c-c9261958e098",
      "name": "付箋1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1392,
        304
      ],
      "parameters": {
        "color": 3,
        "width": 960,
        "height": 1008,
        "content": "# 🟧 STEP 4: Personalized Messages & Logging\n\n## Personalized emails and texts are sent automatically, and the workflow records the latest run timestamp to keep the system synced for next time."
      },
      "typeVersion": 1
    },
    {
      "id": "37b94b74-c294-4129-8296-89b29816327a",
      "name": "付箋2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        528,
        576
      ],
      "parameters": {
        "color": 4,
        "width": 528,
        "height": 736,
        "content": "# 🟦 STEP 2: Validation & Filtering\n\n## Each lead is checked for valid email and phone. Invalid or duplicate entries are filtered out to avoid wasted messages or bounces."
      },
      "typeVersion": 1
    },
    {
      "id": "fb3a98b3-3963-4573-91d9-e2986d100ecb",
      "name": "付箋3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -416,
        576
      ],
      "parameters": {
        "width": 928,
        "height": 736,
        "content": "# 🟩 STEP 1: Scheduled Trigger & Lead Fetch\n\n## The flow runs automatically on a schedule, retrieves the latest leads from FollowUpBoss, and loads only new entries since the last run."
      },
      "typeVersion": 1
    },
    {
      "id": "4c7fbbb6-1167-44c1-80a6-eabe4d620520",
      "name": "付箋4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -416,
        0
      ],
      "parameters": {
        "color": 5,
        "width": 1472,
        "height": 560,
        "content": "# This workflow automates your entire lead follow-up process across email, SMS, and WhatsApp.\n\n## It starts on a schedule and pulls your latest leads from FollowUpBoss (FUB), checking when the workflow last ran. Each new contact is automatically validated — phone numbers and emails are cleaned, filtered, and checked for duplicates before sending any message.\n\nOnce validated, the system intelligently decides how to reach each lead:\n\n💬 Email + SMS if all data looks good\n\n📧 Email only if phone is invalid\n\n📱 SMS/WhatsApp only if email is missing\n\nEach message is personalized using data from the lead record, and everything is tracked back in your database for future reporting.\n\nThis template helps agents, marketing teams, and CRM users run consistent follow-ups without missing a single contact. Whether you manage 10 or 10 000 leads, this flow scales effortlessly.\n\nTools used: FollowUpBoss, Gmail, Twilio/WhatsApp, n8n\n\n(Tip: Replace your API keys and Gmail credentials before running.)"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "5fae024f-992b-4c6f-afa5-5f737fcbe553",
  "connections": {
    "61b7f8d7-19ed-42d2-ba4c-00c177809008": {
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            "node": "99bfaa21-fdba-4baa-ac98-901d996e8f2c",
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    },
    "00356ece-b0ec-4f9b-b6bb-da84dfa26ddf": {
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        ],
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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

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。

ワークフロー情報
難易度
上級
ノード数24
カテゴリー-
ノードタイプ12
難易度説明

上級者向け、16ノード以上の複雑なワークフロー

作成者
Fabian Perez

Fabian Perez

@fabianprz

Hi 👋 I’m Fabian — I build automations with n8n that make business easier. I love connecting with other creators, so if you have questions or ideas, drop them below — happy to help!

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カテゴリー

カテゴリー: 34