Automatisation des leads qualifiés vers Google Sheets

Ce workflow optimise la gestion des leads en automatisant leur transfert vers un Google Sheet. Lorsqu'une mise à jour est détectée dans la base de données Postgres, les données sont filtrées pour exclure les emails contenant '@n8n.io'. Les leads qualifiés sont ensuite ajoutés à un Google Sheet, facilitant le suivi et l'analyse. Cette automatisation réduit les erreurs manuelles et accélère le traitement des informations cruciales pour votre équipe commerciale.

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📋 Automatisation des leads qualifiés vers Google Sheets

💡 Description

Ce workflow optimise la gestion des leads en automatisant leur transfert vers un Google Sheet. Lorsqu'une mise à jour est détectée dans la base de données Postgres, les données sont filtrées pour exclure les emails contenant '@n8n.io'. Les leads qualifiés sont ensuite ajoutés à un Google Sheet, facilitant le suivi et l'analyse. Cette automatisation réduit les erreurs manuelles et accélère le traitement des informations cruciales pour votre équipe commerciale.

📈 Impact & ROI: En automatisant le processus de gestion des leads, ce workflow augmente l'efficacité et réduit les délais de traitement, permettant à votre équipe commerciale de se concentrer sur la conversion des prospects qualifiés.

🚀 Fonctionnalités Clés

  • ✅ Détection automatique des mises à jour dans Postgres
  • ✅ Filtrage intelligent des emails non désirés
  • ✅ Intégration fluide avec Google Sheets
  • ✅ Optimisation du flux de travail commercial

📊 Architecture Technique

9
Nodes
4
Connexions
3
Services

🔌 Services Intégrés

PostgresGoogle Sheetsn8n

🔧 Composition du Workflow

NodeTypeDescription
Postgres TriggerpostgresTriggerTraitement des données
FilterfilterTraitement des données
Sticky Note1stickyNoteTraitement des données
Sticky NotestickyNoteTraitement des données
Sticky Note6stickyNoteTraitement des données
Sticky Note2stickyNoteTraitement des données
On clicking "Execute Node"manualTriggerTraitement des données
CodecodeTraitement des données
Google SheetsgoogleSheetsTraitement des données

📖 Guide d'Implémentation

  1. Import du workflow: Téléchargez le fichier JSON et importez-le dans votre instance n8n
  2. Configuration des credentials: Configurez les accès pour chaque service utilisé
  3. Personnalisation: Adaptez les paramètres selon vos besoins spécifiques
  4. Test: Exécutez le workflow en mode test pour vérifier le bon fonctionnement
  5. Activation: Activez le workflow pour une exécution automatique

🏷️ Tags

automatisationGoogle SheetsPostgresgestion de leadsfiltrage

Structure JSON

Voir le code JSON complet
{
    "nodes": [
        {
            "id": "678e86bc-2755-4c79-97d6-fa4da1ed9ff9",
            "name": "Postgres Trigger",
            "type": "n8n-nodes-base.postgresTrigger",
            "disabled": true,
            "position": [
                500,
                480
            ],
            "parameters": {
                "schema": {
                    "__rl": true,
                    "mode": "list",
                    "value": "computed",
                    "cachedResultName": "computed"
                },
                "firesOn": "UPDATE",
                "tableName": {
                    "__rl": true,
                    "mode": "list",
                    "value": "users",
                    "cachedResultName": "users"
                },
                "additionalFields": []
            },
            "credentials": {
                "postgres": {
                    "id": "8",
                    "name": "Postgres Product Analytics"
                }
            },
            "typeVersion": 1
        },
        {
            "id": "accecdfc-283c-4119-9b23-4cf44bc5e68c",
            "name": "Filter",
            "type": "n8n-nodes-base.filter",
            "notes": "Filter out @n8n.io emails",
            "position": [
                980,
                540
            ],
            "parameters": {
                "conditions": {
                    "string": [
                        {
                            "value1": "={{ $json.email }}",
                            "value2": "n8n.io",
                            "operation": "notContains"
                        }
                    ]
                }
            },
            "notesInFlow": true,
            "typeVersion": 1
        },
        {
            "id": "d16d7ae7-0c60-48f0-97fe-c7618cab73d3",
            "name": "Sticky Note1",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                0,
                380
            ],
            "parameters": {
                "width": 424,
                "height": 559,
                "content": "## 👋 How to use this template\nThis template shows how to sync data from one service to another. In this example we're saving a new qualified lead to a Google Sheets file. Here's how you can test the template:\n\n1. Duplicate our [Google Sheets](https:\/\/docs.google.com\/spreadsheets\/d\/1gVfyernVtgYXD-oPboxOSJYQ-HEfAguEryZ7gTtK0V8\/edit?usp=sharing) file\n2. Double click the `Google Sheets` node and create a credential by signing in.\n3. Select the correct Google Sheets document and sheet.\n4. Click the `Execute Workflow` button and double click the nodes to see the input and output data\n\n### To customize it to you needs, just do the following:\n1. Enable or exchange the `Postgres trigger` with any service that fits your use case.\n2. Change the `Filter` to fit your needs\n3. Adjust the Google Sheets node as described above\n4. Disable or remove the `On clicking \"Execute Node\"` and `Code` node\n"
            },
            "typeVersion": 1
        },
        {
            "id": "8bc7439e-d814-4960-8b75-fc77805f74c7",
            "name": "Sticky Note",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                460,
                380
            ],
            "parameters": {
                "width": 344,
                "height": 562,
                "content": "### 1. Trigger step listens for new events\n\n"
            },
            "typeVersion": 1
        },
        {
            "id": "63b2bc4c-8e33-4432-af4b-4595b2012ce1",
            "name": "Sticky Note6",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                840,
                460
            ],
            "parameters": {
                "width": 462,
                "height": 407,
                "content": "### 2. Filter and transform your data\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nIn this case, we only want to save qualified users that don't have `@n8n.io` in their email address.\n\nTo edit the filter, simply drag and drop input data into the fields or change the values directly. **Besides filters, n8n has other powerful transformation nodes like [Set](https:\/\/docs.n8n.io\/integrations\/builtin\/core-nodes\/n8n-nodes-base.set\/?utm_source=n8n_app&utm_medium=node_settings_modal-credential_link&utm_campaign=n8n-nodes-base.set), [ItemList](https:\/\/docs.n8n.io\/integrations\/builtin\/core-nodes\/n8n-nodes-base.itemlists\/?utm_source=n8n_app&utm_medium=node_settings_modal-credential_link&utm_campaign=n8n-nodes-base.itemLists), [Code](https:\/\/docs.n8n.io\/integrations\/builtin\/core-nodes\/n8n-nodes-base.code\/?utm_source=n8n_app&utm_medium=node_settings_modal-credential_link&utm_campaign=n8n-nodes-base.code) and many more.**"
            },
            "typeVersion": 1
        },
        {
            "id": "448e2c49-aa75-405b-ba51-3acbce0fb758",
            "name": "Sticky Note2",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                1340,
                460
            ],
            "parameters": {
                "width": 342.52886836027733,
                "height": 407.43618112665195,
                "content": "### 3. Save the user in a Google Sheet\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nFor simplicity, we're saving our qualified user in a Google Sheet.\n\n**You can replace this node with any service like [Excel](https:\/\/docs.n8n.io\/integrations\/builtin\/app-nodes\/n8n-nodes-base.microsoftexcel\/?utm_source=n8n_app&utm_medium=node_settings_modal-credential_link&utm_campaign=n8n-nodes-base.microsoftExcel), [HubSpot](https:\/\/docs.n8n.io\/integrations\/builtin\/app-nodes\/n8n-nodes-base.hubspot\/?utm_source=n8n_app&utm_medium=node_settings_modal-credential_link&utm_campaign=n8n-nodes-base.hubspot), [Pipedrive](https:\/\/docs.n8n.io\/integrations\/builtin\/app-nodes\/n8n-nodes-base.pipedrive\/?utm_source=n8n_app&utm_medium=node_settings_modal-credential_link&utm_campaign=n8n-nodes-base.pipedrive), [Zendesk](https:\/\/docs.n8n.io\/integrations\/builtin\/app-nodes\/n8n-nodes-base.zendesk\/?utm_source=n8n_app&utm_medium=node_settings_modal-credential_link&utm_campaign=n8n-nodes-base.zendesk) etc.**"
            },
            "typeVersion": 1
        },
        {
            "id": "c0ee182d-4c31-488b-a547-5f2d2ba8786e",
            "name": "On clicking \"Execute Node\"",
            "type": "n8n-nodes-base.manualTrigger",
            "notes": "For testing the workflow",
            "position": [
                500,
                680
            ],
            "parameters": [],
            "notesInFlow": true,
            "typeVersion": 1
        },
        {
            "id": "87f2a11e-f704-4c9e-ac8b-ee1f057cd347",
            "name": "Code",
            "type": "n8n-nodes-base.code",
            "notes": "Mock Data",
            "position": [
                680,
                680
            ],
            "parameters": {
                "jsCode": "return [\n  {\n    \"id\": 1,\n    \"username\": \"max_mustermann\",\n    \"email\": \"max_mustermann@acme.com\",\n    \"company_size\": \"500-999\",\n    \"role\": \"Sales\",\n    \"users\": 50\n  }\n]"
            },
            "notesInFlow": true,
            "typeVersion": 1
        },
        {
            "id": "0992077f-b6d3-47d2-94d2-c612dfbf5062",
            "name": "Google Sheets",
            "type": "n8n-nodes-base.googleSheets",
            "notes": "Add to \"Users to contact\"",
            "position": [
                1400,
                540
            ],
            "parameters": {
                "columns": {
                    "value": {
                        "id": "={{ $json.id }}",
                        "email": "={{ $json.email }}",
                        "username": "={{ $json.username }}"
                    },
                    "schema": [
                        {
                            "id": "id",
                            "type": "string",
                            "display": true,
                            "removed": false,
                            "required": false,
                            "displayName": "id",
                            "defaultMatch": true,
                            "canBeUsedToMatch": true
                        },
                        {
                            "id": "username",
                            "type": "string",
                            "display": true,
                            "removed": false,
                            "required": false,
                            "displayName": "username",
                            "defaultMatch": false,
                            "canBeUsedToMatch": true
                        },
                        {
                            "id": "email",
                            "type": "string",
                            "display": true,
                            "removed": false,
                            "required": false,
                            "displayName": "email",
                            "defaultMatch": false,
                            "canBeUsedToMatch": true
                        },
                        {
                            "id": "contacted",
                            "type": "string",
                            "display": true,
                            "removed": true,
                            "required": false,
                            "displayName": "contacted",
                            "defaultMatch": false,
                            "canBeUsedToMatch": true
                        }
                    ],
                    "mappingMode": "defineBelow",
                    "matchingColumns": [
                        "id"
                    ]
                },
                "options": {
                    "cellFormat": "USER_ENTERED"
                },
                "operation": "appendOrUpdate",
                "sheetName": {
                    "__rl": true,
                    "mode": "list",
                    "value": "gid=0",
                    "cachedResultUrl": "https:\/\/docs.google.com\/spreadsheets\/d\/1gVfyernVtgYXD-oPboxOSJYQ-HEfAguEryZ7gTtK0V8\/edit#gid=0",
                    "cachedResultName": "Sheet1"
                },
                "documentId": {
                    "__rl": true,
                    "mode": "list",
                    "value": "1gVfyernVtgYXD-oPboxOSJYQ-HEfAguEryZ7gTtK0V8",
                    "cachedResultUrl": "https:\/\/docs.google.com\/spreadsheets\/d\/1gVfyernVtgYXD-oPboxOSJYQ-HEfAguEryZ7gTtK0V8\/edit?usp=drivesdk",
                    "cachedResultName": "Qualified leads to contact"
                }
            },
            "credentials": {
                "googleSheetsOAuth2Api": {
                    "id": "9",
                    "name": "Google Sheets account"
                }
            },
            "notesInFlow": true,
            "typeVersion": 4
        }
    ],
    "connections": {
        "Code": {
            "main": [
                [
                    {
                        "node": "Filter",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Filter": {
            "main": [
                [
                    {
                        "node": "Google Sheets",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Postgres Trigger": {
            "main": [
                [
                    {
                        "node": "Filter",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "On clicking \"Execute Node\"": {
            "main": [
                [
                    {
                        "node": "Code",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        }
    }
}
                                

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