潛在客戶評分自動化

PR Ready

由 Webhook 觸發的流水線,對入站潛在客戶進行資料豐富、評分與路由。

6 個節點 · 5 條連接pr ready
n8nsalesautomationcrmwebhook
視覺化
接收潛在客戶表單api

接收新潛在客戶提交資料的 Webhook 端點。

sequential透過 Clearbit 豐富資料
透過 Clearbit 豐富資料api

從 Clearbit API 獲取公司規模、產業與融資資訊。

sequentialAI 潛在客戶評分
AI 潛在客戶評分agent

LLM 評估豐富後的資料,給出 0-100 評分並附上評分依據。

sequential更新 HubSpot
更新 HubSpotapi

將評分與豐富資料推送至 HubSpot 聯絡人記錄。

conditionalSlack 通知
conditional封存低分潛在客戶
Slack 通知api

對評分超過 70 的潛在客戶,在 #sales-leads 頻道發送訊息。

封存低分潛在客戶db

將低評分潛在客戶存入培育佇列,用於滴灌式行銷活動。

ex-n8n-lead-scoring.osop.yaml
# n8n Lead Scoring Workflow — OSOP Portable Workflow
#
# Automates lead qualification: a webhook receives form submissions,
# enriches company data via Clearbit, scores the lead with an LLM,
# updates HubSpot CRM, and pings Sales on Slack for hot leads.
#
# Import into n8n or validate with: osop validate n8n-lead-scoring.osop.yaml

osop_version: "1.0"
id: "n8n-lead-scoring"
name:"潛在客戶評分自動化"
description:"由 Webhook 觸發的流水線,對入站潛在客戶進行資料豐富、評分與路由。"
version: "1.0.0"
tags: [n8n, sales, automation, crm, webhook]

nodes:
  - id: "webhook_trigger"
    type: "api"
    subtype: "webhook"
    name: "接收潛在客戶表單"
    description: "接收新潛在客戶提交資料的 Webhook 端點。"
    config:
      method: POST
      path: /leads/inbound

  - id: "enrich_company"
    type: "api"
    subtype: "rest"
    name: "透過 Clearbit 豐富資料"
    description: "從 Clearbit API 獲取公司規模、產業與融資資訊。"
    config:
      url: "https://company.clearbit.com/v2/companies/find"

  - id: "score_lead"
    type: "agent"
    subtype: "llm"
    name: "AI 潛在客戶評分"
    description: "LLM 評估豐富後的資料,給出 0-100 評分並附上評分依據。"
    config:
      model: "gpt-4o-mini"
      temperature: 0.2

  - id: "update_crm"
    type: "api"
    subtype: "rest"
    name: "更新 HubSpot"
    description: "將評分與豐富資料推送至 HubSpot 聯絡人記錄。"
    config:
      url: "https://api.hubapi.com/crm/v3/objects/contacts"

  - id: "notify_sales"
    type: "api"
    subtype: "rest"
    name: "Slack 通知"
    description: "對評分超過 70 的潛在客戶,在 #sales-leads 頻道發送訊息。"
    config:
      url: "https://hooks.slack.com/services/..."

  - id: "log_cold_lead"
    type: "db"
    name: "封存低分潛在客戶"
    description: "將低評分潛在客戶存入培育佇列,用於滴灌式行銷活動。"

edges:
  - from: "webhook_trigger"
    to: "enrich_company"
    mode: "sequential"
  - from: "enrich_company"
    to: "score_lead"
    mode: "sequential"
  - from: "score_lead"
    to: "update_crm"
    mode: "sequential"
  - from: "update_crm"
    to: "notify_sales"
    mode: "conditional"
    when: "score >= 70"
    label: "Hot lead"
  - from: "update_crm"
    to: "log_cold_lead"
    mode: "conditional"
    when: "score < 70"
    label: "Cold lead — nurture"