智能客户关系与预约自动化

中级

这是一个Lead Nurturing领域的自动化工作流,包含 13 个节点。主要使用 If、Wait、Twilio、GoogleSheets、ScheduleTrigger 等节点。 使用Google Calendar和Twilio的自动客户旅程:预约提醒和跟进

前置要求
  • Google Sheets API 凭证
工作流预览
可视化展示节点连接关系,支持缩放和平移
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": "IxJT4VqwE8KfCHzD",
  "meta": {
    "instanceId": "a287613f1596da776459594685fbf4e2b4a12124f80ab8c8772f5e37bff103ae",
    "templateCredsSetupCompleted": true
  },
  "name": "智能客户关系与预约自动化",
  "tags": [],
  "nodes": [
    {
      "id": "828d6aa3-e18a-4dac-90b8-2000e2c4c5e1",
      "name": "Google Calendar 触发器",
      "type": "n8n-nodes-base.googleCalendarTrigger",
      "position": [
        -16,
        -48
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "85658a7a-92c2-4b62-b4ad-8410783e5e0a",
      "name": "从CRM获取客户数据",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        208,
        -48
      ],
      "parameters": {},
      "typeVersion": 4.6
    },
    {
      "id": "a35ef5a5-5f67-4c67-b5e3-f04bad792b70",
      "name": "条件判断(新客户vs回头客)",
      "type": "n8n-nodes-base.if",
      "position": [
        432,
        -48
      ],
      "parameters": {},
      "typeVersion": 2.2
    },
    {
      "id": "487cc4dc-e8a3-4bbf-9e4a-71000346b709",
      "name": "新客户欢迎与提醒",
      "type": "n8n-nodes-base.twilio",
      "position": [
        656,
        -144
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "3f151b68-5091-403e-9cd0-1c0bb3483a14",
      "name": "回头客提醒",
      "type": "n8n-nodes-base.twilio",
      "position": [
        656,
        48
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "c9302985-1479-423e-821a-f583df074d97",
      "name": "等待(预约后)",
      "type": "n8n-nodes-base.wait",
      "position": [
        880,
        -48
      ],
      "webhookId": "b2d7215a-ee18-4368-9459-126c027f30e5",
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "c1aa2c5e-79ae-4e75-b7a2-7460999895a1",
      "name": "发送调查/评价请求",
      "type": "n8n-nodes-base.twilio",
      "position": [
        1104,
        -48
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "8aecc08d-41a9-4bd1-9b34-56a250db8404",
      "name": "重新参与触发器",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -16,
        400
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "3f107284-d3c7-4277-ae9c-ad7cb5adff3f",
      "name": "查找需要重新参与的客户",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        208,
        400
      ],
      "parameters": {},
      "typeVersion": 4.6
    },
    {
      "id": "ed722360-e087-4682-afb8-49b64d8617b9",
      "name": "重新参与优惠",
      "type": "n8n-nodes-base.twilio",
      "position": [
        432,
        400
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "b722ac5f-9027-42f8-9ae8-374eed05a908",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -80,
        -176
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "8957e88d-343e-4b18-8828-edef8781363e",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -80,
        320
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "1f5066da-9539-486c-9ef5-8420f7136976",
      "name": "便签 2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -880,
        -176
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "e4cc379f-df88-40ed-b3a4-49243b33f1db",
  "connections": {
    "Re-engagement Trigger": {
      "main": [
        [
          {
            "node": "Find Clients Needing Re-engagement",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Calendar Trigger": {
      "main": [
        [
          {
            "node": "Get Client Data from CRM",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Client Data from CRM": {
      "main": [
        [
          {
            "node": "If (New vs. Returning Customer)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait (After Appointment)": {
      "main": [
        [
          {
            "node": "Send Survey/Review Request",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Returning Customer Reminder": {
      "main": [
        [
          {
            "node": "Wait (After Appointment)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If (New vs. Returning Customer)": {
      "main": [
        [
          {
            "node": "New Customer Welcome & Reminder",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Returning Customer Reminder",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "New Customer Welcome & Reminder": {
      "main": [
        [
          {
            "node": "Wait (After Appointment)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Find Clients Needing Re-engagement": {
      "main": [
        [
          {
            "node": "Re-engagement Offer",
            "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Lead Nurturing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。

工作流信息
难度等级
中级
节点数量13
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
Marth

Marth

@marth

Simplifying Business with Smart Automation. I create and share user-friendly, highly efficient n8n workflow templates for SMEs, focusing on digital marketing, sales, and operational excellence. Get ready to automate, innovate, and elevate your business. Connect me on Linkedin for custom solutions.

外部链接
在 n8n.io 上查看 →

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