n8n CRM Automation

Automation

Automated lead capture, CRM updates, contact enrichment, follow-ups, task assignment, meeting scheduling and sales notifications connecting HubSpot, Pipedrive, Salesforce, Google Sheets and Slack.

We delivered

Deployed n8n workflows connected to the client's CRM, field-mapping and deduplication rules documentation, enrichment integration with fallback handling, and notification and task-assignment configuration.

Lead capture from forms, email and chat into the CRM automatically. Contact and company enrichment on entry. Deal-stage automations covering tasks, reminders and owner assignment. Meeting scheduling flows with calendar integration.

Used for eliminating manual data entry between website, inbox and CRM, instant routing when a qualified lead arrives, and keeping deal stages honest with automated follow-up tasks.

Built with n8n, HubSpot, Pipedrive, Salesforce, Google Workspace and Slack.