n8n + CRM: Automate Your Sales Pipeline

Why Connect n8n to Your CRM?

Manual CRM updates are the #1 reason salespeople hate their CRM. Fix it with automation.

What This Template Does

• Auto-creates contacts from form submissions
• Updates deal stages based on email activity
• Sends Slack alerts for high-value deals
• Generates weekly reports automatically

Setup

1. Connect Your CRM

n8n has native nodes for:

• HubSpot
• Pipedrive
• Salesforce
• Close.com

2. Import the Workflow

{
  "nodes": [
    {
      "name": "Webhook Trigger",
      "type": "n8n-nodes-base.webhook",
      "parameters": {
        "path": "new-lead",
        "method": "POST"
      }
    },
    {
      "name": "Create CRM Contact",
      "type": "n8n-nodes-base.hubspot",
      "parameters": {
        "operation": "create",
        "resource": "contact"
      }
    }
  ]
}

3. Configure Triggers

Set up triggers for:

• New form submission → Create contact
• Email opened → Update deal stage
• Meeting booked → Notify sales team
• Deal won → Trigger onboarding flow

Advanced: Lead Scoring

Add a Function node to score leads:

const score =
  (items[0].json.company_size > 50 ? 30 : 10) +
  (items[0].json.role.includes('CEO') ? 25 : 5) +
  (items[0].json.opened_emails > 2 ? 20 : 0);

return [{ json: { ...items[0].json, lead_score: score } }];

Download

Copy this template directly into your n8n instance and customize for your stack.