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23 - 优先线索流程

中级

这是一个Lead Generation、Miscellaneous、Multimodal AI领域的自动化工作流，包含 11 个节点。主要使用 If、Slack、Hubspot、GoogleSheets、TypeformTrigger 等节点。 筛选高预算潜在客户：从 Typeform 到 HubSpot、Google Sheets 和 Slack 提醒

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

使用的节点 (11 个)

If
Slack
Hubspot
StickyNote
GoogleSheets
TypeformTrigger

分类

Lead Generation
Miscellaneous
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": "23 - 优先线索流程",
  "tags": [
    {
      "id": "{{TAG_ID}}",
      "name": "Production",
      "createdAt": "2025-01-01T00:00:00.000Z",
      "updatedAt": "2025-01-01T00:00:00.000Z"
    }
  ],
  "nodes": [
    {
      "id": "057ccab0-2bdb-4879-9610-2bfa4e021468",
      "name": "📋 Typeform 提交触发器",
      "type": "n8n-nodes-base.typeformTrigger",
      "position": [
        -1800,
        80
      ],
      "webhookId": "{{WEBHOOK_ID}}",
      "parameters": {
        "formId": "{{YOUR_TYPEFORM_ID}}"
      },
      "credentials": {
        "typeformApi": {
          "id": "{{YOUR_TYPEFORM_CREDENTIAL_ID}}",
          "name": "{{YOUR_TYPEFORM_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "1b3b1d53-8152-4df7-8201-ae28aa3032c5",
      "name": "💰 检查高预算潜在客户",
      "type": "n8n-nodes-base.if",
      "position": [
        -1580,
        80
      ],
      "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": "48467950-8ff6-4964-87ce-e5a19e6f8ed5",
      "name": "👤 HubSpot — 创建/更新联系人",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -1360,
        80
      ],
      "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": "cd15aeb2-9ba1-4338-9b0f-e72e52ba4898",
      "name": "📝 HubSpot — 添加优先任务",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -1140,
        80
      ],
      "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": "bd2126da-2541-476c-a8a6-576668690116",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1860,
        -220
      ],
      "parameters": {
        "color": 5,
        "width": 440,
        "height": 600,
        "content": "## 📋 表单接收与潜在客户资格认定"
      },
      "typeVersion": 1
    },
    {
      "id": "099f0557-71d3-470a-9239-4a7e0f0297fe",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1400,
        -220
      ],
      "parameters": {
        "width": 400,
        "height": 600,
        "content": "## 👤 CRM 集成与优先级处理"
      },
      "typeVersion": 1
    },
    {
      "id": "bd3507b6-d280-45f0-86bf-d8faa5f6dfee",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -980,
        -340
      ],
      "parameters": {
        "color": 4,
        "width": 220,
        "height": 720,
        "content": "## 📘/📊 线索来源路由与存储"
      },
      "typeVersion": 1
    },
    {
      "id": "b7001b24-8146-4582-b5f6-8868da8524c5",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -740,
        -220
      ],
      "parameters": {
        "color": 3,
        "width": 480,
        "height": 600,
        "content": "## 📧 自动线索确认"
      },
      "typeVersion": 1
    },
    {
      "id": "770b4057-9feb-46f5-a9ef-87dec40d561f",
      "name": "📘 检查是否为（Facebook/SurveyMonkey）线索",
      "type": "n8n-nodes-base.if",
      "position": [
        -920,
        80
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "facebook-source",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json.lead_source || $json.source }}",
              "rightValue": "Facebook"
            },
            {
              "id": "638ead15-f5e9-4cc4-b02d-3bb2087710ec",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.lead_source || $json.source }}",
              "rightValue": "SurveyMonkey"
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "47c5e42f-ede4-47d8-851c-0fa55157ae97",
      "name": "📄 将线索记录到 Google Sheet",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -680,
        80
      ],
      "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": "968120e7-e094-41e1-9832-9ec6aec16e07",
      "name": "😊发送消息到 Slack",
      "type": "n8n-nodes-base.slack",
      "position": [
        -460,
        80
      ],
      "webhookId": "{{WEBHOOK_ID}}",
      "parameters": {
        "text": "=New High Priority Lead:\nName: {{ $json.name }}\nEmail: {{ $json.email }}\nNumber: {{ $json.number }}\nBudget: {{ $json.budget }}\nLead of: {{ $json.leadof }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "{{YOUR_SLACK_CHANNEL_ID}}",
          "cachedResultName": "{{YOUR_SLACK_CHANNEL_NAME}}"
        },
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "{{YOUR_SLACK_CREDENTIAL_ID}}",
          "name": "{{YOUR_SLACK_CREDENTIAL_NAME}}"
        }
      },
      "typeVersion": 2.3
    }
  ],
  "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
          }
        ]
      ]
    },
    "📄 Log Lead to Google Sheet": {
      "main": [
        [
          {
            "node": "😊Sends Message to Slack",
            "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 Lead is of (Facebook/SurveyMonkey)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "👤 HubSpot — Create/Update Contact": {
      "main": [
        [
          {
            "node": "📝 HubSpot — Add Priority Task",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "📘 Check if Lead is of (Facebook/SurveyMonkey)": {
      "main": [
        [
          {
            "node": "📄 Log Lead to Google Sheet",
            "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、Miscellaneous、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11
分类3
节点类型6
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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