Automatisation de Suivi des Leads avec Notifications Instantanées

Ce workflow automatise la gestion des leads en intégrant Google Sheets, Slack, Gmail et HubSpot. Il détecte les nouvelles soumissions de formulaire, enregistre automatiquement les données dans un CRM, et envoie des notifications simultanées via Slack et Gmail. Ce processus assure une réactivité immédiate aux opportunités commerciales et améliore l'efficacité de votre équipe en réduisant le temps consacré à la gestion manuelle des leads.

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Automatisation

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📋 Automatisation de Suivi des Leads avec Notifications Instantanées

💡 Description

Ce workflow automatise la gestion des leads en intégrant Google Sheets, Slack, Gmail et HubSpot. Il détecte les nouvelles soumissions de formulaire, enregistre automatiquement les données dans un CRM, et envoie des notifications simultanées via Slack et Gmail. Ce processus assure une réactivité immédiate aux opportunités commerciales et améliore l'efficacité de votre équipe en réduisant le temps consacré à la gestion manuelle des leads.

📈 Impact & ROI: Ce workflow optimise la réactivité aux leads entrants, augmentant ainsi les chances de conversion et réduisant le temps perdu sur les tâches manuelles. L'automatisation garantit que chaque lead est traité rapidement, maximisant le potentiel de revenus.

🚀 Fonctionnalités Clés

  • ✅ Détection automatique des nouveaux leads via Google Sheets
  • ✅ Notifications instantanées sur Slack et Gmail pour une action rapide
  • ✅ Intégration directe avec HubSpot pour un suivi CRM efficace
  • ✅ Rappel automatisé pour les leads non suivis afin d'optimiser le taux de conversion

📊 Architecture Technique

14
Nodes
3
Connexions
4
Services

🔌 Services Intégrés

Google SheetsSlackGmailHubSpot

🔧 Composition du Workflow

NodeTypeDescription
Google Sheets TriggergoogleSheetsTriggerTraitement des données
SlackslackTraitement des données
GmailgmailTraitement des données
HubSpothubspotTraitement des données
IfifCondition logique pour router le flux
No Operation, do nothingnoOpTraitement des données
Gmail_RemindergmailTraitement des données
WaitwaitTraitement des données
Sticky NotestickyNoteTraitement des données
Sticky Note1stickyNoteTraitement des données
Sticky Note2stickyNoteTraitement des données
Sticky Note3stickyNoteTraitement des données
Sticky Note4stickyNoteTraitement des données
Sticky Note5stickyNoteTraitement 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

leadsnotificationsCRMintégration

Structure JSON

Voir le code JSON complet
{
    "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!*\n\n*Name:* {{ $json['Name Surname'] }}\n*Email:* {{ $json['E-Mail'] }}\n*Phone:* {{$json[\"Phone\"]}}\n*Interest Level:* {{ $json['  Interest Level  '] }}\n*Source:* {{ $json['  Lead Source  '] }}\n\n📝 Notes:\n{{ $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> \n<ul>   \n<li><strong>Name:<\/strong> {{ $json['Name Surname'] }}<\/li>   \n<li><strong>Email:<\/strong> {{ $json['E-Mail'] }}<\/li>   \n<li><strong>Phone:<\/strong> {{$json[\"Phone\"]}}<\/li>   \n<li><strong>Interest Level:<\/strong> {{ $json['  Interest Level  '] }}<\/li>   \n<li><strong>Source:<\/strong> {{ $json['  Lead Source  '] }}<\/li> \n<\/ul> \n<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>\n<ul>\n  <li><strong>Name:<\/strong> {{ $json['Name Surname'] }}<\/li>\n  <li><strong>Email:<\/strong> {{ $json['E-Mail'] }}<\/li>\n  <li><strong>Interest Level:<\/strong> {{ $json['  Interest Level  '] }}<\/li>\n<\/ul>\n<p><strong>Please follow up and update the spreadsheet ✅<\/p>\n\n",
                "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\n\n## A user submits a lead form via [Google Forms](https:\/\/forms.gle\/VLhKeRySSWNKo2aR8).\n\n![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)\n\n## 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\n## 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": "\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n# CRM Integration\n\n## 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\n\n## Simultaneous alerts are sent via:\n\n## * Slack (to a specific channel)\n\n## * 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\n\n## A “Followed Up?” column in Google Sheets is used to track whether a lead has been contacted.\n\n\n### :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
                    }
                ]
            ]
        }
    }
}
                                

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