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。
↓sequential→ AI 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。
↓conditional→ Slack 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"