JotForm에서 Zoho 리드 자동화(제출됨)
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이것은자동화 워크플로우로, 15개의 노드를 포함합니다.주로 Set, Gmail, ZohoCrm, JotFormTrigger, Agent 등의 노드를 사용하며. JotForm, Google 스프레드시트 및 Gemini AI to Zoho CRM 부동산 리드 매칭 자동화
사전 요구사항
- •Google 계정 및 Gmail API 인증 정보
- •Google Sheets API 인증 정보
- •Google Gemini API Key
사용된 노드 (15)
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": "DPZycgH7MnQo6dpN",
"meta": {
"instanceId": "7f1a0694161455be3a7e71f1e0dea04908b0376a1a81e3a0c1e5ac879d48f83a"
},
"name": "JotForm to Zoho Lead Automation (Submitted)",
"tags": [],
"nodes": [
{
"id": "95504a3e-0464-4260-b058-011b59b035d9",
"name": "Set: Normalize Lead",
"type": "n8n-nodes-base.set",
"position": [
-80,
624
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "lead_fullName",
"name": "lead.fullName",
"type": "string",
"value": "={{ $json.name || $json['Name'] || '' }}"
},
{
"id": "lead_email",
"name": "lead.email",
"type": "string",
"value": "={{ $json.email || $json['Email'] || '' }}"
},
{
"id": "lead_phone",
"name": "lead.phone",
"type": "string",
"value": "={{ $json.phone || $json['Cell Phone Number'] || '' }}"
},
{
"id": "lead_moveInDate",
"name": "lead.moveInDate",
"type": "string",
"value": "={{ $json.move_in_date || $json['Desired move in date'] || '' }}"
},
{
"id": "lead_mustHaves",
"name": "lead.mustHaves",
"type": "string",
"value": "={{ ($json.must_haves || $json['Any \\'must haves\\' for your apartment?'] || '').toString().trim() }}"
},
{
"id": "lead_minBedrooms",
"name": "lead.minBedrooms",
"type": "string",
"value": "={{ $json['Minimum # of bedrooms desired'] }}"
},
{
"id": "lead_minBathrooms",
"name": "lead.minBathrooms",
"type": "string",
"value": "={{ $json['Minimum # of bathrooms desired'] }}"
},
{
"id": "lead_needsAssignedParking",
"name": "lead.needsAssignedParking",
"type": "boolean",
"value": "={{ ($json.assigned_parking || $json['Do you need assigned parking?'] || '').toString().toLowerCase() === 'yes' }}"
},
{
"id": "lead_hasPets",
"name": "lead.hasPets",
"type": "boolean",
"value": "={{ ($json.has_pets || $json['Do you have pets?'] || '').toString().toLowerCase().includes('dont') }}"
},
{
"id": "lead_preferredNeighborhoods",
"name": "lead.preferredNeighborhoods",
"type": "array",
"value": "={{ ($json.preferred_neighborhoods || $json['List your preferred neighborhoods'] || '').toString().split(/,|\\n/).map(s => s.trim()).filter(s => s.length > 0) }}"
},
{
"id": "lead_maxMonthlyRent",
"name": "lead.maxMonthlyRent",
"type": "number",
"value": "={{ (() => { const val = ($json.price_range || $json['What is the price range you are considering?'] || '').toString().replace(/[^0-9.]/g, ''); return val ? Number(val) : null; })() }}"
},
{
"id": "lead_submittedAt",
"name": "lead.submittedAt",
"type": "string",
"value": "={{ $now.toISO() }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "e4430f1c-e7b6-4360-9826-4717bdceec21",
"name": "JotForm 트리거",
"type": "n8n-nodes-base.jotFormTrigger",
"position": [
-384,
624
],
"webhookId": "WEBHOOK_ID_PLACEHOLDER",
"parameters": {
"form": "YOUR_JOTFORM_FORM_ID"
},
"typeVersion": 1
},
{
"id": "3eebca56-8295-4c30-91af-a97f35a8b7b3",
"name": "AI 에이전트",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
176,
624
],
"parameters": {
"text": "={\n \"lead\": {{ JSON.stringify($json.lead) }},\n \"listings\": googleSheets tool node \n}\n",
"options": {
"systemMessage": "=You are a real-estate assistant that receives a customer’s apartment search criteria and finds the best matching listings from a Google Sheet database.\n\nYou have access to the tool \"googleSheets\" which contains all available apartment listings. Each row includes fields such as:\nlisting_id, supplier_name, supplier_type, bedrooms, bathrooms, assigned_parking, rent, pets_allowed, furnished, neighborhoods, available_from, address, contact_email, contact_phone, crm_listing_id, images, sqft, floor, elevator, balcony, supplier_rating.\n\nYour goal:\n1. Search the sheet for apartments that match the user’s criteria.\n2. Return the top 3 matches ranked by overall suitability.\n3. Return your reasoning and summarize why each match fits.\n4. Always output in valid JSON.\n\n### Matching rules\n- Bedrooms ≥ requested minimum.\n- Bathrooms ≥ requested minimum.\n- Assigned parking must be \"Yes\" if the user needs it.\n- Rent ≤ maximum price range (if provided).\n- If user has a pet → only listings where `pets_allowed` = \"Yes\".\n- Preferred neighborhoods → give higher score to exact matches or close alternatives.\n- Consider soonest available dates ≥ requested move-in date.\n- Higher `supplier_rating` is better.\n- Ignore listings that violate hard constraints (e.g. rent too high or parking required but missing).\n\n### Required Output Format\nUse this exact structure (valid JSON only):\n\n{\n \"recommendedListingId\": \"string\",\n \"topMatches\": [\n {\n \"listingId\": \"string\",\n \"score\": number,\n \"reason\": \"string\",\n \"rent\": number,\n \"bedrooms\": number,\n \"bathrooms\": number,\n \"neighborhood\": \"string\",\n \"availableFrom\": \"string\"\n }\n ],\n \"notes\": \"string\"\n}\n\nDo not include explanations or prose outside this JSON.\n"
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.2
},
{
"id": "1b2e69b8-bde7-45d2-bfb0-2886ac2f3997",
"name": "Google Gemini 채팅 모델",
"type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
"position": [
16,
912
],
"parameters": {
"options": {}
},
"typeVersion": 1
},
{
"id": "5e06fdc6-e204-41e1-a3e5-dd0fce8cffd2",
"name": "googleSheets",
"type": "n8n-nodes-base.googleSheetsTool",
"position": [
272,
928
],
"parameters": {
"options": {},
"sheetName": {
"__rl": true,
"mode": "list",
"value": "YOUR_SHEET_GID_OR_NAME",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/YOUR_GOOGLE_SHEET_DOCUMENT_ID/edit#gid=YOUR_SHEET_GID_OR_NAME",
"cachedResultName": "Sheet Name (Template)"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "YOUR_GOOGLE_SHEET_DOCUMENT_ID",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/YOUR_GOOGLE_SHEET_DOCUMENT_ID/edit?usp=drivesdk",
"cachedResultName": "Sample Database (Template)"
}
},
"typeVersion": 4.7
},
{
"id": "dfdfbe18-115f-4d97-a75f-915dff0b3e11",
"name": "구조화된 출력 파서",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
512,
896
],
"parameters": {
"jsonSchemaExample": "{\n \"recommendedListingId\": \"string\",\n \"topMatches\": [\n {\n \"listingId\": \"string\",\n \"score\": \"\",\n \"reason\": \"string\",\n \"rent\": \"\",\n \"bedrooms\": \"\",\n \"bathrooms\": \"\",\n \"neighborhood\": \"string\",\n \"availableFrom\": \"string\"\n }\n ],\n \"notes\": \"string\"\n}"
},
"typeVersion": 1.3
},
{
"id": "29e27f69-2060-4058-87dd-1c118acfd4be",
"name": "메시지 보내기",
"type": "n8n-nodes-base.gmail",
"position": [
672,
624
],
"webhookId": "WEBHOOK_ID_PLACEHOLDER",
"parameters": {
"sendTo": "={{ $('JotForm Trigger').item.json.Email }}",
"message": "=Hi {{ $('JotForm Trigger').item.json.Name }},\n\nGreat news! 🎉 Based on your preferences, we’ve found several apartments that closely match what you’re looking for. \n\nWe’d love to discuss these options with you and help you pick the perfect one.\n\nPlease use the link below to book a quick meeting with our property consultant: 👉 YOUR_CALENDLY_LINK\n\nDuring the call, we’ll review the listings, confirm availability, and guide you through the next steps.\n\nThe Real Estate Team — If you’ve already scheduled a call, please disregard this message.\n\nLooking forward to speaking with you soon!\nBest regards,\n",
"options": {},
"subject": "Your apartment search results are ready",
"emailType": "text"
},
"typeVersion": 2.1,
"alwaysOutputData": false
},
{
"id": "e0793c85-9b49-4a34-9b1a-03862379c05f",
"name": "잠재고객 생성",
"type": "n8n-nodes-base.zohoCrm",
"position": [
928,
624
],
"parameters": {
"Company": "TEMPLATED_COMPANY_NAME",
"lastName": "={{ $('JotForm Trigger').item.json.Name }}",
"resource": "lead",
"additionalFields": {
"Email": "={{ $('JotForm Trigger').item.json.Email }}",
"Mobile": "={{ $('JotForm Trigger').item.json['Cell Phone Number'] }}",
"Full_Name": "={{ $('JotForm Trigger').item.json.Name }}",
"Description": "=🧭 Apartment Match Summary\n──────────────────────────\nLead Name: {{ $('JotForm Trigger').item.json.Name }}\nEmail: {{ $('JotForm Trigger').item.json.Email }}\nPhone: {{ $('JotForm Trigger').item.json['Cell Phone Number'] }}\nMove-in Date: {{ $('Set: Normalize Lead').item.json.lead.moveInDate }}\nPreferred Neighborhoods: {{ $('Set: Normalize Lead').item.json.lead.preferredNeighborhoods }}\nMax Rent: {{ $('Set: Normalize Lead').item.json.lead.maxMonthlyRent }} EGP\nNeeds Parking: {{ $('Set: Normalize Lead').item.json.lead.needsAssignedParking }}\nHas Pets: {{ $('Set: Normalize Lead').item.json.lead.hasPets }}\n\n──────────────────────────\n🏠 AI Recommended Listing\nRecommended Listing ID: {{ $json.output.recommendedListingId }}\nTop Match Neighborhood: {{ $json.output.topMatches[0].neighborhood }}\nRent: {{ $json.output.topMatches[0].rent }} EGP\nBedrooms/Bathrooms: {{ $json.output.topMatches[0].bedrooms }}/{{ $json.output.topMatches[0].bathrooms }}\nAvailable From: {{ $json.output.topMatches[0].availableFrom }}\n\n──────────────────────────\n🏘️ Other Good Matches\n2️⃣ {{ $json.output.topMatches[1].listingId }} — {{ $json.output.topMatches[1].neighborhood }}\n Rent: {{ $json.output.topMatches[1].rent }} EGP\n\n3️⃣ {{ $json.output.topMatches[2].listingId }} — {{ $json.output.topMatches[2].neighborhood }}\n Rent: {{ $json.output.topMatches[2].rent }} EGP\n\n\n",
"Lead_Source": "JotForm form"
}
},
"typeVersion": 1
},
{
"id": "4ad8beca-d9ad-414f-a0ad-bc56011f0993",
"name": "스티키 노트",
"type": "n8n-nodes-base.stickyNote",
"position": [
-448,
544
],
"parameters": {
"color": 3,
"content": "Starts the workflow when a user submits the JotForm, capturing the raw lead data."
},
"typeVersion": 1
},
{
"id": "df77592b-4994-41a5-b47c-59ce7923bb44",
"name": "스티키 노트1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-144,
544
],
"parameters": {
"color": 4,
"content": "Maps the raw form fields to a standardized lead object for consistent data use.\n"
},
"typeVersion": 1
},
{
"id": "80c58506-ad79-481e-9d5a-24985dbb3cd5",
"name": "스티키 노트2",
"type": "n8n-nodes-base.stickyNote",
"position": [
112,
528
],
"parameters": {
"color": 6,
"width": 336,
"content": "The core logic. Uses lead criteria and the googleSheets tool to find and rank the top three matching listings.\n"
},
"typeVersion": 1
},
{
"id": "4c92a0b0-2f32-4b94-81cf-0b0dd4d842ef",
"name": "스티키 노트3",
"type": "n8n-nodes-base.stickyNote",
"position": [
176,
976
],
"parameters": {
"color": 5,
"width": 288,
"content": ".\n\n\n\n\nThe tool that allows the AI to search and retrieve all apartment listings from the Google Sheet database.\n"
},
"typeVersion": 1
},
{
"id": "9a308dff-e55f-47fc-b5b6-1319b6e78e52",
"name": "스티키 노트4",
"type": "n8n-nodes-base.stickyNote",
"position": [
592,
528
],
"parameters": {
"color": 4,
"width": 256,
"content": "Automatically emails the lead to notify them their results are ready and prompts them to book a follow-up consultation.\n"
},
"typeVersion": 1
},
{
"id": "cbe5ea3e-4edc-4a3d-8bbf-ddaaefc9baee",
"name": "스티키 노트5",
"type": "n8n-nodes-base.stickyNote",
"position": [
864,
528
],
"parameters": {
"color": 5,
"width": 288,
"content": "Creates a new, detailed lead record in Zoho CRM, including the customer's needs and the AI's top listing recommendations.\n"
},
"typeVersion": 1
},
{
"id": "3873d283-f68d-4bc3-90ae-4ebf61767759",
"name": "스티키 노트12",
"type": "n8n-nodes-base.stickyNote",
"position": [
-448,
-224
],
"parameters": {
"width": 1024,
"height": 736,
"content": "# JotForm Setup Guide\n\n\n## ⚡ Step 1: Link with the Webhook\n\n\n* **1. Log in to your JotForm account, select your Cashback Form, and navigate to Settings.**\n\n* **2. Go to Integrations and search for Webhooks.**\n\n* **3. Paste the JotForm Trigger Webhook URL provided by your n8n workflow into the field.**\n\n* **4. Save and activate! Your form is now live!**\n\n## 🔑 Step 2: Unlock File Access (API Key)\n\n* **1.Generate a JotForm API Key in your JotForm account settings.**\n\n* **2.CRITICAL: Set the key permission level to \"Full Access\" (required for file downloads).**\n\n* **3.Go to your n8n workflow and insert this key into:**\n * **I.The JotForm Trigger node's credential.**\n * **II.The Fetch All Receipts node's query parameters.**\n\n## ⚙️ Step 3: Configure Your n8n Nodes\n\n* **In the JotForm Trigger node replace the placeholder with your actual JotForm ID.**"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "27b5e246-a6bf-40c4-8ddf-52a41aeb2040",
"connections": {
"3eebca56-8295-4c30-91af-a97f35a8b7b3": {
"main": [
[
{
"node": "29e27f69-2060-4058-87dd-1c118acfd4be",
"type": "main",
"index": 0
}
]
]
},
"5e06fdc6-e204-41e1-a3e5-dd0fce8cffd2": {
"ai_tool": [
[
{
"node": "3eebca56-8295-4c30-91af-a97f35a8b7b3",
"type": "ai_tool",
"index": 0
}
]
]
},
"29e27f69-2060-4058-87dd-1c118acfd4be": {
"main": [
[
{
"node": "e0793c85-9b49-4a34-9b1a-03862379c05f",
"type": "main",
"index": 0
}
]
]
},
"e4430f1c-e7b6-4360-9826-4717bdceec21": {
"main": [
[
{
"node": "95504a3e-0464-4260-b058-011b59b035d9",
"type": "main",
"index": 0
}
]
]
},
"95504a3e-0464-4260-b058-011b59b035d9": {
"main": [
[
{
"node": "3eebca56-8295-4c30-91af-a97f35a8b7b3",
"type": "main",
"index": 0
}
]
]
},
"1b2e69b8-bde7-45d2-bfb0-2886ac2f3997": {
"ai_languageModel": [
[
{
"node": "3eebca56-8295-4c30-91af-a97f35a8b7b3",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"dfdfbe18-115f-4d97-a75f-915dff0b3e11": {
"ai_outputParser": [
[
{
"node": "3eebca56-8295-4c30-91af-a97f35a8b7b3",
"type": "ai_outputParser",
"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?
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Abdullah Alshiekh
@abdullah01🚀 Automation pro building AI-powered workflows with n8n. 💼 Special focus on real use cases 🔧 Love clean, flexible, and business-ready automations.
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