CRM + email + WhatsApp automations
n8n workflow automation demo
A practical automation blueprint that turns a new enquiry into enrichment, CRM updates, AI summaries, follow-up messages, and team notifications.
Sample interaction
Trigger: New website enquiry arrives from a potential client.
Automation: Enrich the company, score urgency, draft a reply, create a HubSpot deal, and notify the team.
Next action: Send the first follow-up automatically and create a task if there is no reply.
Workflow blueprint
Trigger
Start from a form, email, missed call, payment event, or CRM change.
Enrich + summarise
Use AI to classify intent, extract fields, and write a clean internal summary.
Update systems
Create or update CRM records, spreadsheets, tasks, and documents.
Follow up
Send approved emails, reminders, WhatsApp messages, or team notifications.
Likely stack
Common use cases
- Lead routing
- Quote follow-up
- Document chasing
- Invoice processing
- CRM hygiene
Want this adapted to your actual workflow?
We can map the current process, define a safe pilot, and connect the right tools without forcing a full rebuild.