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潜在客户来源质量分析器

中级

这是一个CRM领域的自动化工作流，包含 12 个节点。主要使用 If、Slack、Function、HighLevel、GoogleSheets 等节点。 使用HighLevel、Google Sheets和Slack追踪营销渠道表现

前置要求
  • •Slack Bot Token 或 Webhook URL
  • •Google Sheets API 凭证

使用的节点 (12 个)

If
Slack
Function
HighLevel
StickyNote
GoogleSheets
ManualTrigger

分类

CRM
工作流预览
可视化展示节点连接关系，支持缩放和平移
React Flow
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
  "id": "K9qVquFhgKL4K7Sy",
  "meta": {
    "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
    "templateCredsSetupCompleted": true
  },
  "name": "潜在客户来源质量分析器",
  "tags": [],
  "nodes": [
    {
      "id": "d4979a88-400d-4ce0-a27e-e0465b248e7e",
      "name": "点击\"执行工作流\"时",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        32,
        608
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "1a91fc6a-fa5b-4985-ae23-d9e02e2ad1dd",
      "name": "便签 - 工作流概览",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -336,
        496
      ],
      "parameters": {
        "color": 4,
        "width": 320,
        "height": 280,
        "content": "## 📊 工作流开始"
      },
      "typeVersion": 1
    },
    {
      "id": "8908da61-371e-4efe-986f-199ef3889a1a",
      "name": "便签 - 获取数据",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        112,
        304
      ],
      "parameters": {
        "color": 5,
        "width": 280,
        "height": 284,
        "content": "## 🎯 获取商机"
      },
      "typeVersion": 1
    },
    {
      "id": "0cf6069e-5d6f-4337-b213-1931fb787104",
      "name": "便签 - 筛选逻辑",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        352,
        768
      ],
      "parameters": {
        "color": 6,
        "width": 300,
        "height": 296,
        "content": "## ✅ 筛选已成交交易"
      },
      "typeVersion": 1
    },
    {
      "id": "d751b397-2da7-468c-af32-c469485e9847",
      "name": "便签 - 分析",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        720,
        240
      ],
      "parameters": {
        "color": 7,
        "width": 520,
        "height": 240,
        "content": "## 📈 分析管道"
      },
      "typeVersion": 1
    },
    {
      "id": "ba86138e-0226-401c-84c3-22ab9b9baecc",
      "name": "便签 - 状态提醒",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        880,
        800
      ],
      "parameters": {
        "color": 3,
        "width": 280,
        "height": 268,
        "content": "## 🔔 非成交通知"
      },
      "typeVersion": 1
    },
    {
      "id": "48d32b33-0535-4cda-9f9b-aaf70d494950",
      "name": "将成交交易记录到 Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        720,
        512
      ],
      "parameters": {
        "range": "Sheet1!A1:D1",
        "options": {},
        "sheetId": "<YOUR_GOOGLE_SHEET_ID>",
        "authentication": "oAuth2"
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "s4dP1fNuVZ2gWvs3",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "66b4ddec-d5ed-47b7-8392-dc048b75f4cb",
      "name": "计算潜在客户来源指标",
      "type": "n8n-nodes-base.function",
      "position": [
        944,
        512
      ],
      "parameters": {
        "functionCode": "const sourceData = items.map(i => i.json);\nconst result = {};\n\nsourceData.forEach(deal => {\n  const source = deal.leadSource;\n  if (!result[source]) result[source] = { deals: 0, totalAmount: 0 };\n  result[source].deals += 1;\n  result[source].totalAmount += parseFloat(deal.amount || 0);\n});\n\nreturn [{ json: result }];"
      },
      "typeVersion": 1
    },
    {
      "id": "8f3105fb-6b5c-4882-8144-6cde4aadb837",
      "name": "向 Slack 发送分析报告",
      "type": "n8n-nodes-base.slack",
      "position": [
        1168,
        512
      ],
      "parameters": {
        "text": "={{JSON.stringify($json, null, 2)}}",
        "channel": "#lead-source-report",
        "attachments": [],
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "rNqvWj9TfChPVRYY",
          "name": "Slack account vivek"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "c635333b-e2ff-403c-ad24-809d7ff7b2ac",
      "name": "获取所有 HighLevel 商机",
      "type": "n8n-nodes-base.highLevel",
      "position": [
        272,
        608
      ],
      "parameters": {
        "filters": {},
        "resource": "opportunity",
        "operation": "getAll",
        "returnAll": true,
        "requestOptions": {}
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "id": "5QWHSi134dLIBEsC",
          "name": "HighLevel account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "bca4f587-dc3a-4979-9d80-8f172d6f888a",
      "name": "检查状态是否为已成交",
      "type": "n8n-nodes-base.if",
      "position": [
        496,
        608
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "101c298b-4c62-4273-9d25-bad055eff980",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.status }}",
              "rightValue": "=won"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "5c2b45bc-4c6a-4263-b5a6-f56e796f7aee",
      "name": "向 Slack 提醒非成交状态",
      "type": "n8n-nodes-base.slack",
      "position": [
        720,
        704
      ],
      "webhookId": "87d944e1-4d16-4154-bb7c-cb36637272df",
      "parameters": {
        "text": "=Opportuniy id: {{ $json.id }} is {{ $json.status }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C09GNB90TED",
          "cachedResultName": "general-information"
        },
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "rNqvWj9TfChPVRYY",
          "name": "Slack account vivek"
        }
      },
      "typeVersion": 2.3
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "0baa1992-9f7c-4c69-94bd-25d9fe883283",
  "connections": {
    "Check If Status = Won": {
      "main": [
        [
          {
            "node": "Log Won Deals to Sheets",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Alert Non-Won Status to Slack",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Log Won Deals to Sheets": {
      "main": [
        [
          {
            "node": "Calculate Lead Source Metrics",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Calculate Lead Source Metrics": {
      "main": [
        [
          {
            "node": "Send Analytics to Slack",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch All HighLevel Opportunities": {
      "main": [
        [
          {
            "node": "Check If Status = Won",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When clicking ‘Execute workflow’": {
      "main": [
        [
          {
            "node": "Fetch All HighLevel Opportunities",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流？

复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景？

这是一个中级难度的工作流，适用于CRM等场景。适合有一定经验的用户，包含 6-15 个节点的中等复杂度工作流

需要付费吗？

本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。

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工作流信息
难度等级
中级
节点数量12
分类1
节点类型7
难度说明

适合有一定经验的用户，包含 6-15 个节点的中等复杂度工作流

作者
Rahul Joshi

Rahul Joshi

@rahul08

Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.

外部链接
在 n8n.io 上查看 →

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