N_01_Simple_Lead_Tracker_Automation_v4

工作流概述

这是一个包含14个节点的复杂工作流，主要用于自动化处理各种任务。

工作流源代码

下载

{
  "id": "hmgR6wOkuqrn5y4Y",
  "meta": {
    "instanceId": "c00cfcf2a18f434f8525f50ae6b6f1f42bee7c1ab4c9447d323c2fc938100ee4",
    "templateCredsSetupCompleted": true
  },
  "name": "N_01_Simple_Lead_Tracker_Automation_v4",
  "tags": [],
  "nodes": [
    {
      "id": "a69ff573-797d-4a77-a831-940168046448",
      "name": "Google Sheets Trigger",
      "type": "n8n-nodes-base.googleSheetsTrigger",
      "position": [
        -720,
        300
      ],
      "parameters": {
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1001688681,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit#gid=1001688681",
          "cachedResultName": "Form Responses 1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit?usp=drivesdk",
          "cachedResultName": "Simple Lead Tracker  (Responses)"
        }
      },
      "credentials": {
        "googleSheetsTriggerOAuth2Api": {
          "id": "JH9HQfSo1Q5lJsws",
          "name": "Google Sheets Trigger account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "ce9845a5-09da-44f9-b0c4-da380cf828d4",
      "name": "Slack",
      "type": "n8n-nodes-base.slack",
      "position": [
        20,
        120
      ],
      "webhookId": "e376c2f4-7894-48c0-a510-b2869bcff786",
      "parameters": {
        "text": "=🎯 *New Lead Alert!*

*Name:* {{ $json['Name Surname'] }}
*Email:* {{ $json['E-Mail'] }}
*Phone:* {{$json[\"Phone\"]}}
*Interest Level:* {{ $json['  Interest Level  '] }}
*Source:* {{ $json['  Lead Source  '] }}

📝 Notes:
{{ $json['Notes '] }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C08FJNLQP5G",
          "cachedResultName": "test-automation-workflow"
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "id": "vZxu6lKOBC6oOxHv",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "1c2b7aa2-6d30-4b88-ae36-f138fd98f02d",
      "name": "Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
        20,
        320
      ],
      "webhookId": "8db2d0be-4071-431a-8c8b-28bbe3dd80a2",
      "parameters": {
        "sendTo": "dataplusminuss@gmail.com",
        "message": "=<h3>New Lead Received!</h3> 
<ul>   
<li><strong>Name:</strong> {{ $json['Name Surname'] }}</li>   
<li><strong>Email:</strong> {{ $json['E-Mail'] }}</li>   
<li><strong>Phone:</strong> {{$json[\"Phone\"]}}</li>   
<li><strong>Interest Level:</strong> {{ $json['  Interest Level  '] }}</li>   
<li><strong>Source:</strong> {{ $json['  Lead Source  '] }}</li> 
</ul> 
<p><strong>Notes:</strong> {{ $json['Notes '] }}</p>",
        "options": {},
        "subject": "=📩 New Lead Received: {{ $json['Name Surname'] }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "1w8ruCKYBRBguMua",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "4fa70ae1-efe9-4da4-8753-aff1540b3420",
      "name": "HubSpot",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        -340,
        80
      ],
      "parameters": {
        "email": "={{ $json['E-Mail'] }}",
        "options": {},
        "authentication": "oAuth2",
        "additionalFields": {
          "message": "={{ $json['Notes '] }}",
          "salutation": "={{ $json['  Lead Source  '] }}",
          "phoneNumber": "={{ $json.Phone }}",
          "relationshipStatus": "={{ $json['  Interest Level  '] }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "iFc8JUTY3LS8wxFq",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "0cfe0651-5558-420d-8bc2-4ce49f9d2d9c",
      "name": "If",
      "type": "n8n-nodes-base.if",
      "position": [
        220,
        620
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "3d4b99e0-4b1e-4dd1-8775-7e89042c43a8",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json['Followed Up?'] }}",
              "rightValue": ""
            },
            {
              "id": "fe99deab-c331-46a2-8649-233600fcd36f",
              "operator": {
                "type": "string",
                "operation": "contains"
              },
              "leftValue": "={{ $json['  Interest Level  '] }}",
              "rightValue": "Hot"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "df1270cb-63e3-48a1-8334-a66b9d6b815e",
      "name": "No Operation, do nothing",
      "type": "n8n-nodes-base.noOp",
      "position": [
        440,
        720
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "1999928c-954a-4a68-b4b3-8cfc649ff575",
      "name": "Gmail_Reminder",
      "type": "n8n-nodes-base.gmail",
      "position": [
        440,
        520
      ],
      "webhookId": "a6650ad1-7597-4b36-98f6-59e770de9166",
      "parameters": {
        "sendTo": "dataplusminuss@gmail.com",
        "message": "=<h3>🔔 The following lead has not been followed up yet! 🔥 Interest level is hot </h3>
<ul>
  <li><strong>Name:</strong> {{ $json['Name Surname'] }}</li>
  <li><strong>Email:</strong> {{ $json['E-Mail'] }}</li>
  <li><strong>Interest Level:</strong> {{ $json['  Interest Level  '] }}</li>
</ul>
<p><strong>Please follow up and update the spreadsheet ✅</p>

",
        "options": {
          "senderName": "N_01_tester"
        },
        "subject": "⏰ *Follow-up Reminder!*"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "1w8ruCKYBRBguMua",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "b0700cc4-06c7-4a97-8936-d1ff69b928e3",
      "name": "Wait",
      "type": "n8n-nodes-base.wait",
      "position": [
        0,
        620
      ],
      "webhookId": "04b4c335-c2a5-41b0-9f4c-65a98a41d39a",
      "parameters": {
        "unit": "minutes",
        "amount": 3
      },
      "typeVersion": 1.1
    },
    {
      "id": "08a15132-2abd-4efb-ae76-bb76903c0ede",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1040,
        120
      ],
      "parameters": {
        "color": 6,
        "height": 460,
        "content": "# Lead Submission

## A user submits a lead form via [Google Forms](https://forms.gle/VLhKeRySSWNKo2aR8).

![Google Form](https://feedbacklabs.org/wp-content/uploads/2023/10/GoogleForms_logo-1-1024x695.png#full-width)"
      },
      "typeVersion": 1
    },
    {
      "id": "c46e9941-82df-4ef5-82ba-d2c83b9342df",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -780,
        460
      ],
      "parameters": {
        "color": 4,
        "height": 320,
        "content": "# Automation Trigger (n8n)

## n8n detects the new entry in the sheet and initiates the automation workflow."
      },
      "typeVersion": 1
    },
    {
      "id": "7a47c74c-fb92-4752-a5bd-69af3c997cde",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -780,
        -20
      ],
      "parameters": {
        "color": 4,
        "height": 280,
        "content": "# Data Logging
## Responses are automatically recorded into a connected [Google Sheet](https://docs.google.com/spreadsheets/d/16xNeIG_QLUtOoFulbWemXrUAOKwxaHaGU7DywJLDiRk/edit?usp=sharing)."
      },
      "typeVersion": 1
    },
    {
      "id": "2f679e32-ae49-4572-9f71-d9fc6d6bbf58",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -420,
        -20
      ],
      "parameters": {
        "width": 260,
        "height": 780,
        "content": "


















# CRM Integration

## The lead is automatically added to HubSpot with relevant fields (name, email, phone, interest level, etc.)."
      },
      "typeVersion": 1
    },
    {
      "id": "ad2d923c-01de-4e9b-a8d7-ed1b4fcedf84",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -20,
        -160
      ],
      "parameters": {
        "color": 3,
        "width": 460,
        "height": 640,
        "content": "# Notifications

## Simultaneous alerts are sent via:

## * Slack (to a specific channel)

## * Gmail (to a designated inbox)"
      },
      "typeVersion": 1
    },
    {
      "id": "1750c844-5400-4334-a0f1-cf48b1b6baf6",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        640,
        460
      ],
      "parameters": {
        "color": 5,
        "width": 260,
        "height": 420,
        "content": "# Follow-up Tracking

## A “Followed Up?” column in Google Sheets is used to track whether a lead has been contacted.


### :warning: If empty after X days (e.g., 3), n8n sends a reminder notification."
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "fe8e49f9-d7dc-47c5-bdfd-814f218e66f9",
  "connections": {
    "If": {
      "main": [
        [
          {
            "node": "Gmail_Reminder",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait": {
      "main": [
        [
          {
            "node": "If",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Sheets Trigger": {
      "main": [
        [
          {
            "node": "Slack",
            "type": "main",
            "index": 0
          },
          {
            "node": "Gmail",
            "type": "main",
            "index": 0
          },
          {
            "node": "HubSpot",
            "type": "main",
            "index": 0
          },
          {
            "node": "Wait",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

功能特点

自动检测新邮件
AI智能内容分析
自定义分类规则
批量处理能力
详细的处理日志

技术分析

节点类型及作用

Googlesheetstrigger
Slack
Gmail
Hubspot
If

复杂度评估

配置难度：

★★★★☆

维护难度：

★★☆☆☆

扩展性：

★★★★☆

实施指南

前置条件

有效的Gmail账户
n8n平台访问权限
Google API凭证
AI分类服务订阅

配置步骤

在n8n中导入工作流JSON文件
配置Gmail节点的认证信息
设置AI分类器的API密钥
自定义分类规则和标签映射
测试工作流执行
配置定时触发器（可选）

关键参数

参数名称	默认值	说明
maxEmails	50	单次处理的最大邮件数量
confidenceThreshold	0.8	分类置信度阈值
autoLabel	true	是否自动添加标签

最佳实践

优化建议

定期更新AI分类模型以提高准确性
根据邮件量调整处理批次大小
设置合理的分类置信度阈值
定期清理过期的分类规则

安全注意事项

妥善保管API密钥和认证信息
限制工作流的访问权限
定期审查处理日志
启用双因素认证保护Gmail账户

性能优化

使用增量处理减少重复工作
缓存频繁访问的数据
并行处理多个邮件分类任务
监控系统资源使用情况

故障排除

常见问题

邮件未被正确分类

检查AI分类器的置信度阈值设置，适当降低阈值或更新训练数据。

Gmail认证失败

确认Google API凭证有效且具有正确的权限范围，重新进行OAuth授权。

调试技巧

启用详细日志记录查看每个步骤的执行情况
使用测试邮件验证分类逻辑
检查网络连接和API服务状态
逐步执行工作流定位问题节点

错误处理

工作流包含以下错误处理机制：

网络超时自动重试（最多3次）
API错误记录和告警
处理失败邮件的隔离机制
异常情况下的回滚操作