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n8n-crm-automation

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Automate CRM workflows with n8n.

Marketing & Sales#automation#crm#slack#n8n#hubspot#salesforce#lead routing
Authorsachacoldiq
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the creation and management of CRM workflows, connecting systems like HubSpot and Salesforce to streamline lead routing, data synchronization, and notification processes.

Core Features & Use Cases

  • CRM Integration: Connects with HubSpot and Salesforce for data management.
  • Workflow Automation: Designs and implements automated processes for lead routing, data syncing, and pipeline reporting.
  • Notifications: Integrates with Slack for real-time alerts and updates.
  • Use Case: Automatically route new leads from a web form to the appropriate sales representative based on their score and territory, and notify the rep via Slack.

Quick Start

Use the n8n-crm-automation skill to build a workflow that routes new HubSpot leads to Salesforce and sends a Slack notification.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: n8n-crm-automation
Download link: https://github.com/sachacoldiq/ColdIQ-s-GTM-Skills/archive/main.zip#n8n-crm-automation

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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