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22 - 多来源潜在客户路由

中级

这是一个Lead Generation、Multimodal AI领域的自动化工作流，包含 13 个节点。主要使用 If、Gmail、Hubspot、Airtable、GoogleSheets 等节点。 线索路由系统：资质判定并将Typeform线索定向至HubSpot、Sheets和Airtable

前置要求
  • •Google 账号和 Gmail API 凭证
  • •HubSpot API Key
  • •Airtable API Key
  • •Google Sheets API 凭证

使用的节点 (13 个)

If
Gmail
Hubspot
Airtable
StickyNote
GoogleSheets
TypeformTrigger

分类

Lead Generation
Multimodal AI
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": "{{WORKFLOW_ID}}",
  "meta": {
    "instanceId": "{{YOUR_INSTANCE_ID}}",
    "templateCredsSetupCompleted": true
  },
  "name": "22 - 多来源潜在客户路由",
  "tags": [
    {
      "id": "{{TAG_ID}}",
      "name": "Production",
      "createdAt": "2025-01-01T00:00:00.000Z",
      "updatedAt": "2025-01-01T00:00:00.000Z"
    }
  ],
  "nodes": [
    {
      "id": "cd8e0aa7-1991-4ecd-966f-15249c8b7244",
      "name": "📋 Typeform 提交触发器",
      "type": "n8n-nodes-base.typeformTrigger",
      "position": [
        -1200,
        130
      ],
      "webhookId": "{{WEBHOOK_ID}}",
      "parameters": {
        "formId": "{{YOUR_TYPEFORM_ID}}"
      },
      "credentials": {
        "typeformApi": {
          "id": "{{YOUR_TYPEFORM_CREDENTIAL_ID}}",
          "name": "{{YOUR_TYPEFORM_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "ec35de3e-7722-4445-80ed-c6cc2a3941dc",
      "name": "💰 检查高预算潜在客户",
      "type": "n8n-nodes-base.if",
      "position": [
        -980,
        130
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "high-priority-budget",
              "operator": {
                "type": "number",
                "operation": "gt"
              },
              "leftValue": "={{ $json['What is your Budget'] }}",
              "rightValue": 5000
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "e1271e83-fa1a-4ba1-9c8c-bf7f1f38261c",
      "name": "📘 检查是否为 Facebook 潜在客户",
      "type": "n8n-nodes-base.if",
      "position": [
        -320,
        130
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "facebook-source",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json.lead_source || $json.source }}",
              "rightValue": "Facebook"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "bc9727ca-0cf7-4d89-b771-ca354537df5c",
      "name": "📊 检查是否为 SurveyMonkey 潜在客户",
      "type": "n8n-nodes-base.if",
      "position": [
        -100,
        205
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "surveymonkey-source",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json.lead_source || $json.source }}",
              "rightValue": "SurveyMonkey"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "22344a6e-e585-44f9-a896-a48720d9da6b",
      "name": "👤 HubSpot — 创建/更新联系人",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -760,
        130
      ],
      "parameters": {
        "email": "={{ $json.Email }}",
        "options": {},
        "authentication": "appToken",
        "additionalFields": {
          "firstName": "={{ $json.Name }}",
          "phoneNumber": "={{ $json['Phone Number'] }}",
          "customPropertiesUi": {
            "customPropertiesValues": [
              {
                "value": "={{ $json['What is your Budget'] }}",
                "property": "Budget"
              }
            ]
          }
        }
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "{{YOUR_HUBSPOT_CREDENTIAL_ID}}",
          "name": "{{YOUR_HUBSPOT_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "fb3aba79-a82b-4a75-8174-46bcd8b77957",
      "name": "📝 HubSpot — 添加优先任务",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -540,
        130
      ],
      "parameters": {
        "type": "task",
        "metadata": {
          "body": "=Priority - High (Budget - {{ $json['What is your Budget'] }})"
        },
        "resource": "engagement",
        "authentication": "appToken",
        "additionalFields": {}
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "{{YOUR_HUBSPOT_CREDENTIAL_ID}}",
          "name": "{{YOUR_HUBSPOT_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "bc870ccf-8759-40ad-b7f6-5dc9e310fa9e",
      "name": "📄 将 Facebook 潜在客户记录到 Google Sheet",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        120,
        40
      ],
      "parameters": {
        "columns": {
          "value": {},
          "schema": [],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "append",
        "sheetName": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_SHEET_NAME}}"
        },
        "documentId": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_GOOGLE_SHEET_ID}}"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "{{YOUR_GOOGLE_SHEETS_CREDENTIAL_ID}}",
          "name": "{{YOUR_GOOGLE_SHEETS_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 4
    },
    {
      "id": "9690a043-4ad1-4d69-aa34-1429983f864a",
      "name": "📦 将 SurveyMonkey 潜在客户存储到 Airtable",
      "type": "n8n-nodes-base.airtable",
      "position": [
        120,
        280
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_AIRTABLE_BASE_ID}}"
        },
        "table": {
          "__rl": true,
          "mode": "id",
          "value": "{{YOUR_AIRTABLE_TABLE_NAME}}"
        },
        "columns": {
          "value": {},
          "schema": [
            {
              "id": "Name",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Phone Number",
              "type": "number",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Phone Number",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Message",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": false,
              "required": false,
              "displayName": "Message",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "create",
        "authentication": "airtableOAuth2Api"
      },
      "credentials": {
        "airtableOAuth2Api": {
          "id": "{{YOUR_AIRTABLE_CREDENTIAL_ID}}",
          "name": "{{YOUR_AIRTABLE_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "6e6d35a3-1c45-43b6-86ee-f99397dfe924",
      "name": "📧 发送 Gmail 自动回复",
      "type": "n8n-nodes-base.gmail",
      "position": [
        340,
        130
      ],
      "webhookId": "{{WEBHOOK_ID}}",
      "parameters": {
        "sendTo": "={{ $json.email }}",
        "message": "Hi {{ $json.name || $json.first_name }},\n\nThank you for your interest. Our sales team will reach out within 24 hours.\n\nBest regards,\nSales Team",
        "options": {
          "ccList": "",
          "bccList": ""
        },
        "subject": "Thanks for reaching out — We'll get back soon"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "{{YOUR_GMAIL_CREDENTIAL_ID}}",
          "name": "{{YOUR_GMAIL_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "6eea1967-e1ee-4f57-aa68-f0fca9304c00",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1260,
        -200
      ],
      "parameters": {
        "color": 5,
        "width": 440,
        "height": 660,
        "content": "## 📋 表单接收与潜在客户资格认定"
      },
      "typeVersion": 1
    },
    {
      "id": "59c9b01f-a262-42d4-aa0c-a92f5a874f67",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -800,
        -200
      ],
      "parameters": {
        "width": 400,
        "height": 660,
        "content": "## 👤 CRM 集成与优先级处理"
      },
      "typeVersion": 1
    },
    {
      "id": "df5fcd72-2882-40f4-a398-4d49b0eb55f8",
      "name": "便签 2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -380,
        -200
      ],
      "parameters": {
        "color": 4,
        "width": 420,
        "height": 660,
        "content": "## 📘/📊 潜在客户来源路由与存储"
      },
      "typeVersion": 1
    },
    {
      "id": "4e93476a-9dd5-49c5-865f-a8d95d6d2415",
      "name": "便签 3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        60,
        -260
      ],
      "parameters": {
        "color": 3,
        "width": 420,
        "height": 720,
        "content": "## 📧 自动潜在客户确认"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "{{WORKFLOW_VERSION_ID}}",
  "connections": {
    "💰 Check High-Budget Lead": {
      "main": [
        [
          {
            "node": "👤 HubSpot — Create/Update Contact",
            "type": "main",
            "index": 0
          }
        ],
        []
      ]
    },
    "📘 Check if Facebook Lead": {
      "main": [
        [
          {
            "node": "📄 Log Facebook Lead to Google Sheet",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "📊 Check if SurveyMonkey Lead",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "📊 Check if SurveyMonkey Lead": {
      "main": [
        [
          {
            "node": "📦 Store SurveyMonkey Lead in Airtable",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "📧 Send Gmail Auto-Response",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "📋 Typeform Submission Trigger": {
      "main": [
        [
          {
            "node": "💰 Check High-Budget Lead",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "📝 HubSpot — Add Priority Task": {
      "main": [
        [
          {
            "node": "📘 Check if Facebook Lead",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "👤 HubSpot — Create/Update Contact": {
      "main": [
        [
          {
            "node": "📝 HubSpot — Add Priority Task",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "📄 Log Facebook Lead to Google Sheet": {
      "main": [
        [
          {
            "node": "📧 Send Gmail Auto-Response",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "📦 Store SurveyMonkey Lead in Airtable": {
      "main": [
        [
          {
            "node": "📧 Send Gmail Auto-Response",
            "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 Generation、Multimodal AI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13
分类2
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
Avkash Kakdiya

Avkash Kakdiya

@itechnotion

🚀 Founder of iTechNotion — we build custom AI-powered automation workflows for startups, agencies, and founders. 💡 Specializing in agentic AI systems, content automation, sales funnels, and digital workers. 🔧 14+ years in tech | Building scalable no-code/low-code solutions using n8n, OpenAI, and other API-first tools. 📬 Let’s automate what slows you down.

外部链接
在 n8n.io 上查看 →

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