Automation · n8n and CRM

n8n workflows: from lead to meeting

Four n8n workflows wired to the Twenty CRM: a lead comes in through the form, it is enriched, scored and routed, then followed by a sequence of follow-ups until the meeting or the review request.

Shown in a meeting

How it works

  1. Enrichment

    The company and the person are completed in the CRM as soon as the lead arrives.

  2. Score and routing

    Written rules score the lead and create a dated task for the right salesperson.

  3. Follow-up sequence

    Emails in French or English go out by score, and stop as soon as the prospect replies.

  4. Reminders and reviews

    An unanswered quote gets a reminder; a won deal triggers the review request.

What the demo proves

  • Every step is readable in n8n: nothing happens in a black box.
  • The scoring rules are a file the client edits on their own.
  • Data stays in the client’s CRM, not in the automation tool.

Its limits, said plainly

  • The demo runs on fictitious leads; with a client, we start from their real CRM fields.
  • The follow-up texts are rewritten with the client: they carry their voice, not ours.

The matching offer : Automation

Automation

We show it to you in 20 minutes

A video call, the demo on screen, and your questions about your case.

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