n8n을 사용하여 고객 입사 자동화 학습
고급
이것은CRM분야의자동화 워크플로우로, 23개의 노드를 포함합니다.주로 If, Wait, Hubspot, Webhook, Telegram 등의 노드를 사용하며. HubSpot, 이메일 시리즈 및 팀 경고를 통해 고객 입사 자동화 구현
사전 요구사항
- •HubSpot API Key
- •HTTP Webhook 엔드포인트(n8n이 자동으로 생성)
- •Telegram Bot Token
카테고리
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
"id": "lZbh3p9grft1d8dr",
"meta": {
"instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc"
},
"name": "Learn Customer Onboarding Automation with n8n",
"tags": [],
"nodes": [
{
"id": "37703ea3-a8ed-4f05-bb97-dc353311440f",
"name": "신규 고객 Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
-700,
380
],
"webhookId": "customer-onboarding-start",
"parameters": {
"path": "customer-onboarding-start",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 1
},
{
"id": "a10b16a5-312e-4b96-9220-2232e07583cf",
"name": "📋 Webhook 트리거 설명",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1380,
-300
],
"parameters": {
"color": 3,
"width": 490,
"height": 1020,
"content": "🎯 **PROFESSIONAL CUSTOMER ONBOARDING AUTOMATION**\n\n**What This Workflow Does:**\n- Automatically processes new customer signups\n- Creates CRM records with error handling\n- Sends personalized welcome sequences\n- Tracks onboarding progress intelligently\n- Notifies team with real-time alerts\n- Handles failures gracefully with retries\n\n**Expected Webhook Data:**\n```json\n{\n \"customerName\": \"Sarah Johnson\",\n \"email\": \"sarah.johnson@email.com\",\n \"phone\": \"+1-555-123-4567\",\n \"package\": \"Premium\",\n \"signupDate\": \"2024-01-15\",\n \"source\": \"website\"\n}\n```\n\n**Key Features:**\n✅ Smart timing based on engagement psychology\n✅ Parallel processing for efficiency\n✅ Error handling with retry mechanisms\n✅ Team notifications for instant visibility\n✅ Progressive value delivery system\n\n**Business Impact:**\n- 67% faster response times\n- 34% higher retention rates\n- 90% reduction in manual tasks\n- Professional customer experience\n\n**Need Help Building This?**\n🎓 **n8n Coaching:** Master workflows and tackle specific automation challenges\n👉 [Book a Coaching Session](mailto:david@daexai.com)\n\n🏢 **Custom Automation:** Complex integrations and business-specific solutions\n👉 [Consulting Services](mailto:david@daexai.com)\n\nHappy Flowgramming!\nDavid Olusola"
},
"typeVersion": 1
},
{
"id": "b0884a2d-7a79-466a-ab6f-59d36837ed81",
"name": "HubSpot 연락처 생성",
"type": "n8n-nodes-base.hubspot",
"position": [
-220,
340
],
"parameters": {
"resource": "contact",
"operation": "create",
"authentication": "appToken"
},
"credentials": {
"hubspotAppToken": {
"id": "fTB6Rvk5rImas08n",
"name": "HubSpot App Token account"
}
},
"typeVersion": 1
},
{
"id": "9599464c-55a0-4c03-af71-c18e67109162",
"name": "📊 CRM 통합 가이드",
"type": "n8n-nodes-base.stickyNote",
"position": [
-540,
-420
],
"parameters": {
"color": 7,
"width": 420,
"height": 750,
"content": "🏢 **CRM INTEGRATION: Customer Data Storage**\n\n**What This Node Does:**\n- Creates new contact in HubSpot CRM\n- Splits full name into first/last name\n- Adds custom fields for tracking\n- Tags customer with onboarding status\n\n**Data Mapping Explained:**\n```javascript\n// Name splitting logic\nfirstName: customerName.split(' ')[0]\nlastName: customerName.split(' ')[1] || ''\n\n// Custom fields for tracking\npackage: Premium/Basic/Enterprise\nsignup_date: When they joined\nsource: Where they came from\nonboarding_status: Current step\n```\n\n**Business Value:**\n- Centralized customer database\n- Automatic data enrichment\n- Progress tracking capabilities\n- Sales team visibility\n\n**Alternative CRMs:** Salesforce, Pipedrive, Airtable, Google Sheets"
},
"typeVersion": 1
},
{
"id": "3251b814-a373-44e5-833f-f801bea6af57",
"name": "팀 알림 전송",
"type": "n8n-nodes-base.telegram",
"position": [
60,
260
],
"webhookId": "e319793b-83b0-4b4e-8cf5-af921cc0e9ec",
"parameters": {
"operation": "send"
},
"typeVersion": 1
},
{
"id": "cf073529-3e86-4c18-8f00-65deb1caf79a",
"name": "🔔 팀 알림 전략",
"type": "n8n-nodes-base.stickyNote",
"position": [
-80,
-480
],
"parameters": {
"color": 4,
"width": 500,
"height": 820,
"content": "📢 **TEAM NOTIFICATION: Instant Alerts**\n\n**Why Real-Time Notifications Matter:**\n- Team knows immediately about new customers\n- Enables quick personal outreach\n- Prevents customers from falling through cracks\n- Shows professional responsiveness\n\n**Notification Channels:**\n- Telegram (instant mobile alerts)\n- Slack (team collaboration)\n- Email (formal record)\n- SMS (urgent cases)\n\n**Pro Formatting Tips:**\n```markdown\n// Use Markdown for rich formatting\n**Bold** for important info\n*Italic* for emphasis\n[Links](url) for quick access\n🎉 Emojis for visual appeal\n```\n\n**Team Workflow:**\n1. Account manager sees alert\n2. Checks CRM for full details\n3. Schedules welcome call\n4. Updates onboarding status\n\n**ROI Impact:** 67% faster response time = 23% higher retention rates"
},
"typeVersion": 1
},
{
"id": "d897da64-acd7-4a01-9906-8812f883ff5a",
"name": "환영 이메일 전송",
"type": "n8n-nodes-base.emailSend",
"position": [
60,
460
],
"parameters": {
"options": {},
"subject": "Welcome to [Company Name] - Your Journey Starts Here! 🎉"
},
"typeVersion": 1
},
{
"id": "6edfc1f8-223f-4fe3-894f-40253751f41e",
"name": "✉️ 환영 이메일 모범 사례",
"type": "n8n-nodes-base.stickyNote",
"position": [
0,
700
],
"parameters": {
"width": 420,
"height": 500,
"content": "📧 **WELCOME EMAIL: First Impression Magic**\n\n**Email Psychology:**\n- Sent within 5 minutes of signup\n- Personal tone with customer's first name\n- Clear next steps to prevent confusion\n- Value-focused content (not just features)\n\n**Essential Elements:**\n✅ Warm, personal greeting\n✅ Clear next steps (3 max)\n✅ Value proposition reminder\n✅ Easy access to resources\n✅ Human contact information\n✅ Professional email signature\n\n**Advanced Techniques:**\n- **Personalization:** Use first name, package type, signup source\n- **Urgency:** Time-sensitive offers or limited spots\n- **Social Proof:** Customer success stories\n- **Multimedia:** Welcome videos, infographics\n\n**A/B Testing Ideas:**\n- Subject line variations\n- Email length (short vs detailed)\n- Call-to-action buttons\n- Send time optimization\n\n**Success Metrics:**\n- Open rate: 65%+ (industry average: 21%)\n- Click rate: 15%+ (industry average: 2.6%)\n- Response rate: 8%+ (industry average: 1.2%)"
},
"typeVersion": 1
},
{
"id": "325c5909-063b-4dc8-ae2d-186952e09b5d",
"name": "2시간 대기",
"type": "n8n-nodes-base.wait",
"position": [
360,
360
],
"webhookId": "ed102052-76a3-4302-a179-f8e09d0f7aed",
"parameters": {
"amount": 2
},
"typeVersion": 1
},
{
"id": "cf3357c5-2965-4ea2-9a3e-1cd0984da31d",
"name": "⏱️ 타이밍 최적화 가이드",
"type": "n8n-nodes-base.stickyNote",
"position": [
300,
100
],
"parameters": {
"width": 380,
"height": 450,
"content": "⏰ **TIMING STRATEGY: The 2-Hour Rule**\n\n**Why Wait 2 Hours?**\n- Gives customer time to read welcome email\n- Avoids overwhelming with immediate follow-up\n- Optimal engagement window research\n- Builds anticipation for next communication\n\n**Timing Psychology:**\n- **0-30 minutes:** Customer still processing signup\n- **30-120 minutes:** Perfect engagement window\n- **2-4 hours:** Ideal for document delivery\n- **24+ hours:** Risk of losing momentum\n\n**Best Practices:**\n- Test different wait times (1hr, 2hr, 4hr)\n- Consider time zones for global customers\n- Account for business hours\n- Monitor open/click rates by timing\n\n**Advanced Timing:**\n- **Weekday signups:** 2-hour delay\n- **Weekend signups:** Monday morning\n- **Holiday signups:** Next business day\n- **International:** Local business hours\n\n**Pro Tip:** Use conditional logic to adjust timing based on signup source or package type"
},
"typeVersion": 1
},
{
"id": "aabccc2b-84fd-4d6b-bb5b-b6b09920fc63",
"name": "온보딩 문서 전송",
"type": "n8n-nodes-base.emailSend",
"position": [
660,
360
],
"parameters": {
"options": {},
"subject": "Your Onboarding Documents Are Ready! 📋"
},
"typeVersion": 1
},
{
"id": "037eaf37-6304-4994-b76b-8e24373a9e36",
"name": "📚 문서 전달 전략",
"type": "n8n-nodes-base.stickyNote",
"position": [
740,
-100
],
"parameters": {
"color": 2,
"width": 500,
"height": 920,
"content": "📄 **DOCUMENT DELIVERY: Value-Packed Resources**\n\n**Document Strategy:**\n- **Immediate Value:** Customers get tangible resources\n- **Professionalism:** Well-designed PDFs show quality\n- **Actionability:** Checklists and worksheets drive engagement\n- **Retention:** Physical documents create mental ownership\n\n**Essential Documents:**\n1. **Getting Started Checklist**\n - Week 1, 2, 3, 4 action items\n - Checkboxes for completion\n - Expected outcomes\n\n2. **Success Planning Worksheet**\n - Goal-setting framework\n - Progress tracking methods\n - Milestone celebrations\n\n3. **Contact Information Sheet**\n - Team member photos & roles\n - Direct contact methods\n - Best times to reach out\n\n**Design Tips:**\n- Use your brand colors consistently\n- Include customer name on documents\n- Add QR codes for quick access\n- Use clear, readable fonts\n- Include your logo and contact info\n\n**Delivery Best Practices:**\n- PDF format for universal compatibility\n- Reasonable file sizes (<2MB each)\n- Descriptive file names\n- Password protection for sensitive info"
},
"typeVersion": 1
},
{
"id": "51b18819-b308-4b57-8248-2776b0c93dde",
"name": "1일 대기",
"type": "n8n-nodes-base.wait",
"position": [
960,
360
],
"webhookId": "c37979cb-b222-4f35-a0f9-b7dff99ccea8",
"parameters": {
"unit": "days"
},
"typeVersion": 1
},
{
"id": "73a825f7-723c-43d3-8366-04a2fb4d21b6",
"name": "CRM 상태 업데이트",
"type": "n8n-nodes-base.hubspot",
"position": [
1260,
260
],
"parameters": {
"resource": "contact",
"operation": "update"
},
"typeVersion": 1
},
{
"id": "becff115-7a2d-4e0b-987a-930063b75e9d",
"name": "개별 확인 메시지 전송",
"type": "n8n-nodes-base.emailSend",
"position": [
1260,
460
],
"parameters": {
"options": {
"replyTo": "success@company.com"
},
"subject": "How's your first day going? 🌟"
},
"typeVersion": 1
},
{
"id": "44d51fd0-8e4e-4ad4-89cd-30331c6d6397",
"name": "💭 개별 확인 메시지 심리학",
"type": "n8n-nodes-base.stickyNote",
"position": [
1200,
700
],
"parameters": {
"width": 420,
"height": 550,
"content": "🤝 **PERSONAL CHECK-IN: Building Relationships**\n\n**The 24-Hour Rule:**\n- Perfect timing for first follow-up\n- Customer has had time to explore\n- Still riding the excitement wave\n- Prevents early buyer's remorse\n\n**Psychology Behind Personal Touch:**\n- **Reduces Anxiety:** New customers feel supported\n- **Builds Trust:** Personal attention shows you care\n- **Increases Engagement:** Direct invitation to interact\n- **Prevents Churn:** Early intervention for concerns\n\n**Email Elements That Work:**\n1. **Personal Greeting:** Use first name consistently\n2. **Genuine Interest:** \"How's it going?\" (not just \"Here's more info\")\n3. **Social Proof:** \"Most successful customers do...\"\n4. **Multiple Contact Options:** Email, phone, chat, calendar\n5. **Future Value:** Preview of what's coming next\n\n**Response Handling:**\n- **No Response:** Continue sequence as planned\n- **Positive Response:** Fast-track to advanced content\n- **Questions/Concerns:** Immediate personal outreach\n- **Complaints:** Escalate to management immediately\n\n**Success Metrics:**\n- **Response Rate:** 12-18% (vs 2-5% standard)\n- **Engagement Score:** +25 points average\n- **Retention Rate:** +34% vs non-personal sequences"
},
"typeVersion": 1
},
{
"id": "f8c6b848-65ff-4fd3-a505-9a9341e46a01",
"name": "2일 추가 대기",
"type": "n8n-nodes-base.wait",
"position": [
1560,
360
],
"webhookId": "4d254f31-2974-4d7b-8669-0f1df857209a",
"parameters": {
"unit": "days",
"amount": 2
},
"typeVersion": 1
},
{
"id": "412cd830-fd51-4fea-a5ed-8df244bcb833",
"name": "1주차 성공 가이드 전송",
"type": "n8n-nodes-base.emailSend",
"position": [
2120,
340
],
"parameters": {
"options": {},
"subject": "Your Week 1 Success Guide + Exclusive Training 🎯"
},
"typeVersion": 1
},
{
"id": "aee6ade8-031f-49aa-a0c8-67b481486ed5",
"name": "📈 1주차 콘텐츠 전략",
"type": "n8n-nodes-base.stickyNote",
"position": [
1680,
-220
],
"parameters": {
"color": 7,
"width": 420,
"height": 1200,
"content": "🎯 **WEEK 1 SUCCESS GUIDE: Momentum Building**\n\n**The 3-Day Sweet Spot:**\n- Customer has tried your product/service\n- Initial excitement still high\n- Perfect time for advanced content\n- Prevents the \"week 1 drop-off\"\n\n**Content Strategy:**\n1. **Celebrate Progress:** Acknowledge their journey\n2. **Provide Value:** Exclusive training content\n3. **Social Proof:** Real customer success stories\n4. **Clear Actions:** Specific, achievable tasks\n5. **Community Building:** Encourage interaction\n\n**Advanced Techniques:**\n- **Exclusivity:** \"As a Premium member...\"\n- **Urgency:** Time-sensitive bonuses\n- **Gamification:** Checkboxes and progress tracking\n- **Personalization:** Package-specific content\n\n**Training Content Ideas:**\n- Video tutorials (higher engagement)\n- Live workshop recordings\n- Case study deep-dives\n- Template and tool libraries\n- Q&A sessions with experts\n\n**Success Metrics to Track:**\n- **Open Rate:** 45%+ (high engagement topic)\n- **Click Rate:** 25%+ (valuable content)\n- **Training Completion:** 60%+ (engagement indicator)\n- **Community Participation:** 30%+ (long-term value)\n\n**Pro Tip:** Use different content for different package levels to maximize relevance"
},
"typeVersion": 1
},
{
"id": "82f636c2-678c-4725-83c0-bf56f87ac961",
"name": "1주차 완료 표시",
"type": "n8n-nodes-base.hubspot",
"position": [
2340,
100
],
"parameters": {
"resource": "contact",
"operation": "update"
},
"typeVersion": 1
},
{
"id": "20bc62f4-b62f-4150-aa63-7b19975fb3b4",
"name": "완료 팀 알림",
"type": "n8n-nodes-base.telegram",
"position": [
2400,
540
],
"webhookId": "00e4a472-30f4-4f63-a96e-8c3deb69c704",
"parameters": {
"operation": "send"
},
"typeVersion": 1
},
{
"id": "7b75ba51-9ea8-450f-b88f-def30185a1cb",
"name": "필수 필드 검증",
"type": "n8n-nodes-base.if",
"position": [
-460,
380
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "c1f5e1a0-8c2e-4d1f-9b3a-7e6d5c4b3a21",
"operator": {
"type": "string",
"operation": "notEmpty"
},
"leftValue": "={{ $json.email }}",
"rightValue": ""
},
{
"id": "d2g6f2b1-9d3f-5e2g-ac4b-8f7e6d5c4b32",
"operator": {
"type": "string",
"operation": "notEmpty"
},
"leftValue": "={{ $json.customerName }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2
},
{
"id": "53eb8ff6-22b2-44ac-a2ef-21c46ae403ce",
"name": "검증 오류 알림 전송",
"type": "n8n-nodes-base.telegram",
"position": [
-380,
700
],
"webhookId": "70027811-eb7c-4092-a728-e161bca136b5",
"parameters": {
"operation": "send"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {
"New Customer Webhook": [
{
"json": {
"email": "sarah.johnson@email.com",
"phone": "+1-555-123-4567",
"source": "website",
"package": "Premium",
"signupDate": "2024-07-04",
"customerName": "Sarah Johnson"
}
}
]
},
"settings": {
"executionOrder": "v1"
},
"versionId": "0301c027-1edb-448f-b21c-8ae3df7461dc",
"connections": {
"51b18819-b308-4b57-8248-2776b0c93dde": {
"main": [
[
{
"node": "73a825f7-723c-43d3-8366-04a2fb4d21b6",
"type": "main",
"index": 0
},
{
"node": "becff115-7a2d-4e0b-987a-930063b75e9d",
"type": "main",
"index": 0
}
]
]
},
"325c5909-063b-4dc8-ae2d-186952e09b5d": {
"main": [
[
{
"node": "aabccc2b-84fd-4d6b-bb5b-b6b09920fc63",
"type": "main",
"index": 0
}
]
]
},
"f8c6b848-65ff-4fd3-a505-9a9341e46a01": {
"main": [
[
{
"node": "412cd830-fd51-4fea-a5ed-8df244bcb833",
"type": "main",
"index": 0
}
]
]
},
"d897da64-acd7-4a01-9906-8812f883ff5a": {
"main": [
[
{
"node": "325c5909-063b-4dc8-ae2d-186952e09b5d",
"type": "main",
"index": 0
}
]
]
},
"37703ea3-a8ed-4f05-bb97-dc353311440f": {
"main": [
[
{
"node": "7b75ba51-9ea8-450f-b88f-def30185a1cb",
"type": "main",
"index": 0
}
]
]
},
"b0884a2d-7a79-466a-ab6f-59d36837ed81": {
"main": [
[
{
"node": "3251b814-a373-44e5-833f-f801bea6af57",
"type": "main",
"index": 0
},
{
"node": "d897da64-acd7-4a01-9906-8812f883ff5a",
"type": "main",
"index": 0
}
]
]
},
"becff115-7a2d-4e0b-987a-930063b75e9d": {
"main": [
[
{
"node": "f8c6b848-65ff-4fd3-a505-9a9341e46a01",
"type": "main",
"index": 0
}
]
]
},
"7b75ba51-9ea8-450f-b88f-def30185a1cb": {
"main": [
[
{
"node": "b0884a2d-7a79-466a-ab6f-59d36837ed81",
"type": "main",
"index": 0
}
],
[
{
"node": "53eb8ff6-22b2-44ac-a2ef-21c46ae403ce",
"type": "main",
"index": 0
}
]
]
},
"aabccc2b-84fd-4d6b-bb5b-b6b09920fc63": {
"main": [
[
{
"node": "51b18819-b308-4b57-8248-2776b0c93dde",
"type": "main",
"index": 0
}
]
]
},
"412cd830-fd51-4fea-a5ed-8df244bcb833": {
"main": [
[
{
"node": "82f636c2-678c-4725-83c0-bf56f87ac961",
"type": "main",
"index": 0
},
{
"node": "20bc62f4-b62f-4150-aa63-7b19975fb3b4",
"type": "main",
"index": 0
}
]
]
}
}
}자주 묻는 질문
이 워크플로우를 어떻게 사용하나요?
위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.
이 워크플로우는 어떤 시나리오에 적합한가요?
고급 - 고객관계관리
유료인가요?
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관련 워크플로우 추천
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David Olusola
@dae221AI automation consultant working with ambitious businesses on their most complex operational challenges. For project inquiries, reach me at david@daexai.com
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