SendGrid and Slack integration

This workflow is a complete, production-ready solution for recovering abandoned carts in Shopify stores using a multi-channel, multi-touch approach. It automates personalized follow-ups via Email, SMS, and WhatsApp, tracks every customer interaction for multi-touch attribution, and enables advanced retargeting and analytics. Key features: Multi-step, timed recovery sequence (Email → SMS → Email → WhatsApp) Customer segmentation (new, returning, VIP) and A/B testing Dynamic discounting and personalized messaging Touchpoint logging to Google Sheets for attribution analysis Facebook Custom Audience retargeting for unrecovered carts Slack notifications for high-value cart recoveries What does this workflow do? Listens for abandoned cart events from Shopify (or any e-commerce platform) via webhook. Normalizes and enriches cart data by fetching full cart details and customer purchase history. Predicts the likely reason for abandonment (e.g., price sensitivity, checkout complexity, technical issues) using rule-based logic. Segments the customer (new, returning, VIP), assigns an A/B test group, and generates a personalized discount and checkout URL. Runs a timed, multi-channel recovery sequence: 1 hour after abandonment: Checks if the order is completed. If not, sends a personalized Email #1 and logs the touchpoint. 4 hours after abandonment: Checks again. If not recovered, sends an SMS with a discount code and logs the touchpoint. 24 hours after abandonment: Checks again. If not recovered, sends Email #2 (with social proof/urgency) and logs the touchpoint. 48 hours after abandonment: Final check. If not recovered, sends a WhatsApp reminder and logs the touchpoint. If the cart is still not recovered: Hashes customer identifiers and adds them to a Facebook Custom Audience for retargeting. Logs every touchpoint (email, SMS, WhatsApp) to a Google Sheet for multi-touch attribution analysis. Sends a Slack notification if a high-value cart is recovered. Why is this workflow useful? Boosts recovery rates:** By using multiple channels and personalized timing, you maximize the chance of recovering lost sales. Improves attribution:** Every customer interaction is logged, so you can analyze which channels and messages drive conversions. Enables advanced retargeting:** Unrecovered carts are automatically added to a Facebook Custom Audience for paid retargeting. Saves time:** Fully automated, with easy configuration for your store, messaging, and analytics. Scalable and extensible:** Easily adapt the sequence, add more channels, or integrate with other tools. How to install and configure Prerequisites n8n instance (v2.0.2+ recommended) Shopify store with API access Accounts and API credentials for: SendGrid (email) Twilio (SMS) WhatsApp Business API Google Sheets (service account) Facebook Graph API (for Custom Audiences) Slack (for notifications) Setup steps Import the workflow into your n8n instance. Configure the “Workflow Configuration” node: Set your Shopify domain, API URLs, Google Sheets ID, and high-value threshold. Connect all required credentials in the respective nodes: Shopify, SendGrid, Twilio, WhatsApp, Google Sheets, Facebook Graph API, Slack. Create a Google Sheet named “Touchpoints” with columns: cart_id, customer_id, touchpoint_type, timestamp, channel, ab_group. Set up the webhook in your Shopify store (or e-commerce platform) to trigger the workflow on cart abandonment. Test the workflow with a sample abandoned cart event to ensure emails, SMS, WhatsApp, and logging work as expected. Enable the workflow in n8n for live operation. Node-by-node breakdown Abandoned Cart Webhook:** Receives abandoned cart events. Workflow Configuration:** Stores global settings (API URLs, Shopify domain, Google Sheets ID, high-value threshold). Normalize Cart Data:** Cleans and standardizes incoming cart data. Fetch Cart Details / Fetch Customer History:** Enriches data with full cart and customer info. Predict Abandonment Reason:** Uses business logic to guess why the cart was abandoned. Personalization Engine:** Segments the customer, assigns A/B group, calculates discount, and builds checkout URL. Customer Segment Check / Device Type Check:** Applies routing logic for personalized messaging. Wait / Check Order Status / Generate & Send Messages:** Timed sequence for Email, SMS, and WhatsApp, with order status checks at each step. Log Touchpoint (Google Sheets):** Records every message sent for attribution. Attribution Merge:** Combines all touchpoints into a single journey for analysis. Hash Customer Data for Facebook / Add to Retargeting Audience:** Adds unrecovered carts to a Facebook Custom Audience. Check Cart Value Threshold / Notify High-Value Recovery:** Sends Slack alerts for high-value recoveries. Customization tips Adjust wait times and message content to fit your brand and audience. Add or remove channels (e.g., push notifications, phone calls) as needed. Expand the Google Sheet for deeper analytics (e.g., add UTM parameters, campaign IDs). Integrate with your CRM or analytics platform for end-to-end tracking. Troubleshooting Make sure all API credentials are set and tested. Check Google Sheets permissions for the service account. Test each channel (email, SMS, WhatsApp) individually before going live. Review the workflow execution logs in n8n for errors or failed steps.

This workflow automatically captures, enriches, scores, and routes website leads in real-time, scheduling high-intent prospects for demos within minutes instead of hours—dramatically improving conversion rates by eliminating response delays. What Makes This Different: Real-Time Lead Processing** - Captures and processes leads instantly from website forms with zero delay Intelligent Fit Scoring** - Automatically scores leads 0-100 based on company size, seniority, and revenue Dual-Track Routing** - High-intent leads (60+) get fast-track treatment, others follow standard nurture Live Calendar Integration** - Shows actual available Calendly slots, not fake placeholders Automated Sales Alerts** - Posts rich lead details to Slack with booking links instantly Smart Follow-Up** - Sends fallback email if sales team doesn't respond within 10 minutes Complete CRM Automation** - Creates HubSpot contacts and deals automatically with enriched data Full Audit Trail** - Logs everything to Google Sheets for analytics and reporting Key Benefits of Instant Lead Response: Speed** - Minutes from form submission to scheduled demo, not hours or days Conversion** - Respond while leads are hot, dramatically improving booking rates Automation** - Zero manual work—enrichment, scoring, routing, and follow-up all automatic Intelligence** - Data-driven scoring ensures sales focuses on best-fit prospects Accountability** - Complete logging shows response times and follow-up actions Scalability** - Handles unlimited lead volume without adding sales admin work Who's it for This template is designed for B2B SaaS companies, sales teams, and revenue operations professionals who need to convert website leads faster. It's perfect for organizations that lose deals due to slow response times, want to prioritize high-intent prospects, need to automate CRM data entry, or want to ensure no hot lead falls through the cracks while sales is busy. How it works / What it does This workflow creates an end-to-end lead-to-meeting pipeline that automatically processes inbound leads and schedules high-intent prospects for demos. The system: Receives lead submissions via webhook from website forms or chat widgets Normalizes data from different form providers into a standard format Enriches contact information using Clearbit to get company size, revenue, job title, and industry Calculates fit score (0-100) based on company metrics: size (40 pts), seniority (30 pts), revenue (30 pts) Routes intelligently - High-intent leads (60+) → fast track | Standard leads → nurture channel Creates CRM records - Automatically creates/updates HubSpot contact and deal with enriched data Fetches real availability - Gets actual available Calendly demo slots via API (next 7 days) Alerts sales team - Posts formatted message to Slack with lead details and booking links Monitors response - Waits 10 minutes and checks if sales replied in Slack thread Sends fallback email - Automatically emails lead with self-service booking link if no response Logs everything - Records all data to Google Sheets for reporting and analytics Key Innovation: Smart Follow-Up Automation - Unlike basic lead capture workflows, this system ensures accountability by automatically following up with leads if the sales team is unavailable, preventing lost opportunities while maintaining a professional response time. How to set up Configure API Credentials Add the following credentials in n8n: Clearbit (Lead Enrichment) Create account at clearbit.com Generate API key from Settings → API Add as "Clearbit API" credential in n8n HubSpot (CRM Integration) Create private app in HubSpot Settings → Integrations → Private Apps Grant scopes: crm.objects.contacts.write, crm.objects.deals.write Copy app token Add as "HubSpot App Token" credential in n8n Calendly (Calendar Availability) Create OAuth app at calendly.com/integrations/api_webhooks Configure OAuth2 credentials in n8n Set environment variable: CALENDLY_USER_URI with your user URI Get this from: https://api.calendly.com/users/me (returns your user URI) Slack (Team Notifications) Create Slack app at api.slack.com/apps Add Bot Token Scopes: channels:read, chat:write, channels:history Install app to workspace and copy Bot User OAuth Token Add as "Slack API" credential in n8n Update channel names in nodes: change "hot-leads" and "leads" to your actual channel names SendGrid (Email Fallback) Create account at sendgrid.com Generate API key from Settings → API Keys Verify sender email address Add as "SendGrid API" credential in n8n Update "from" email in "Send Fallback Email" node Google Sheets (Activity Logging) Create Google Cloud project and enable Sheets API Configure OAuth2 credentials in n8n Create a Google Sheet with columns matching the workflow Replace YOUR_GOOGLE_SHEET_ID in "Log to Google Sheets" node with your actual sheet ID Customize Fit Scoring Logic Edit the "Calculate Fit Score" node to match your ideal customer profile: Default Scoring: Company size 50-5,000 employees = 40 points Executive/Director seniority = 30 points Annual revenue ≥ $1M = 30 points Total possible:* 100 points | High-intent threshold:* 60+ points To Customize: Adjust company size ranges based on your target market Change seniority requirements (C-level, VP, Manager, etc.) Modify revenue thresholds Update the 60-point threshold for high-intent routing Set Up Webhook Endpoint Get Webhook URL: Activate the workflow Copy webhook URL from "Lead Form Webhook" node URL format: https://your-n8n-instance.com/webhook/demo-request Configure Form Provider: Point your website form POST request to the webhook URL Send JSON body with fields: email, name, company, phone, utm_source, utm_campaign, page_url, message Or map your existing form fields to these names in "Normalize Lead Data" node Example Form Integration: // HTML Form fetch('https://your-n8n.com/webhook/demo-request', { method: 'POST', headers: {'Content-Type': 'application/json'}, body: JSON.stringify({ email: '[email protected]', name: 'John Doe', company: 'Acme Inc', phone: '+1234567890', utm_source: 'google', page_url: window.location.href }) }) Test the Workflow Initial Test: Activate the workflow Submit test lead via webhook (use Postman or curl) Verify Clearbit enrichment returns data Check HubSpot for created contact and deal Confirm Slack notification appears in correct channel Verify Google Sheet receives log entry Response Test: Wait 10 minutes after Slack notification Check if "Check Slack Replies" detects no response Verify fallback email sends via SendGrid Confirm lead receives booking email with Calendly link Calendly Test: Verify "Get Calendly Event Types" finds your Demo event Check "Get Available Demo Slots" returns actual time slots Confirm booking URLs work and pre-fill time selection Monitor and Optimize Key Metrics to Track: Time from form submission to Slack notification (target: <30 seconds) Sales response rate within 10 minutes Fallback email send rate (lower is better) High-intent lead conversion rate (booked → closed) Average fit score of closed deals Optimization Tips: Adjust fit score weights based on actual conversion data Tune the 60-point threshold for high-intent routing Customize Slack message format for your team's workflow Modify wait time (10 minutes) based on team availability Add custom fields to Google Sheet for additional tracking Requirements n8n Instance: n8n Cloud or self-hosted (v1.0+) Code node execution enabled Webhook functionality active External Services: Clearbit** - Enrichment API (paid service, free trial available) HubSpot** - CRM with API access (free tier available) Calendly** - Scheduling platform with API access (paid plans) Slack** - Workspace with bot integration capability SendGrid** - Email API (free tier: 100 emails/day) Google Sheets** - Google account with Sheets API enabled Technical Requirements: Public webhook endpoint (HTTPS) Environment variable support for sensitive data OAuth2 authentication capability Minimum 256MB RAM for code node execution Data Privacy: Ensure GDPR/CCPA compliance for lead data storage Review data retention policies for all connected services Configure appropriate data handling in Google Sheets Add privacy policy link to email templates Tips and best practices Fit Scoring: Start with default scoring, then optimize based on actual conversion data Review monthly: which scores convert best? Adjust weights accordingly Consider adding industry filters for vertical-specific targeting Test different thresholds (50, 60, 70) to find optimal balance Lead Response: Keep 10-minute wait time during business hours Consider longer wait for after-hours leads (use schedule trigger) Customize Slack urgency based on fit score (🔥 for 80+, ⚡ for 60-79) Add @mentions in Slack for specific team members based on lead attributes Calendar Management: Use dedicated "Demo" event type in Calendly for consistent detection Ensure event name includes "demo" (case-insensitive) for workflow to find it Set appropriate buffer times between meetings in Calendly settings Review availability regularly to maintain high slot count Error Handling: All critical nodes have onError: continueRegularOutput to prevent workflow stops Monitor execution logs daily for failed enrichments or CRM errors Set up n8n error workflow to alert on consistent failures Keep fallback booking URL updated in case Calendly API fails Performance: Webhook responds immediately (within 2 seconds) even while processing continues Clearbit enrichment can take 3-5 seconds—this is expected Consider batching Google Sheets updates if processing >100 leads/day Monitor n8n resource usage; Code nodes can be memory-intensive Privacy and Compliance: Add unsubscribe link to fallback emails Include data handling disclosure in form Set Google Sheet permissions appropriately (team only) Review Clearbit's data sources for compliance requirements Configure data retention in HubSpot to match your policy Customization Ideas: Add SMS notification for ultra-high fit scores (90+) Integrate with territory routing (route to specific sales rep by region) Add lead source scoring (paid > organic > referral) Create separate tracks for different product lines Build competitor mention detection in form messages Add qualification questions that influence fit score

TalentFlow AI – Bulk Resume Screening with JD Matching Automatically extract, evaluate, and shortlist multiple resumes against a selected job description using GPT-4. This smart, scalable n8n workflow helps HR/TA teams streamline hiring decisions while keeping results structured, auditable, and easy to share. 👤 Who’s it for This workflow is designed for: HR or Talent Acquisition (TA) teams handling multiple candidates per role Recruiters who want AI-assisted resume screening to save time and reduce bias Organizations that want to automatically log evaluations and keep stakeholders updated in real-time via Slack or Sheets ⚙️ How it works / What it does HR/TA uploads multiple candidate resumes and selects a job role Each resume is: Uploaded to Google Drive Parsed with GPT-4 to extract structured profile data The job description for the selected role is: Retrieved from Google Sheets Downloaded from Drive and parsed The profile + JD are sent to an AI agent to generate: Fit score Strengths & gaps Final recommendation Results are: Appended to the evaluation tracking sheet Optionally shared with the hiring team on Slack Used to trigger emails to qualified or unqualified candidates 🛠️ How to set up Clone or import the workflow into your n8n instance Connect your integrations: Google Sheets (positions & evaluation form) Google Drive (CV & JD folders) OpenAI API (GPT-4) Slack (for notifications) (Optional) SendGrid or SMTP for email notifications Update Google Sheets structure: Positions sheet: maps Job Role → JD file link Evaluation form: stores evaluation results Prepare Drive folders: /cv folder for uploaded resumes /jd folder for job description PDFs 📋 Requirements ✅ n8n (hosted or self-hosted) ✅ OpenAI GPT-4 account (used in Profile & JD evaluator agents) ✅ Google Drive + Google Sheets access ✅ Slack workspace + bot token (Optional) SendGrid or email credentials for candidate follow-up 🎨 How to customize the workflow Change the fit score threshold in the Candidate qualified? node Edit Slack message content/formatting to match your company tone Add additional candidate metadata to Sheets or Slack messages Use a webhook trigger to integrate with your ATS or job board Swap GPT-4 with Claude or Gemini if you prefer other AI services Expand to include multi-position batch screening logic Happy Hiring! 🚀 Automated with love using n8n

SmartSupport Flow: Auto-Handle IT Requests from Email to JIRA with Slack notification Watch the demo video below: Who’s it for > This workflow is built for lean IT teams, office managers, and business operators who receive support requests via email and want to automate ticket creation, smart AI resolution advice, and seamless communication with both users and internal teams, all without lifting a finger. If your team is tired of manually triaging inbox requests, this AI-powered flow will transform your support handling process. How it works / What it does Trigger on New Email: Uses Gmail Trigger to detect new support request emails. Fetch Email Content: Retrieves the full message body and metadata. Check for Duplication: Skips processing if the email has already been handled (based on READ/UNREAD label). Mark as Read: Updates Gmail to mark the email as processed. Extract Structured Request: Uses the Support Request Reader Agent powered by OpenAI to extract: Request title Request description Requested by Department Category and priority Create Jira Ticket: A main issue is created in Jira using the structured request. Generate AI-Based Solution: Invokes the IT Support Advisor Agent to propose resolution(s). Post Comment to Jira: Adds the suggested solution(s) to the issue as a comment. Notify IT Team: Sends the ticket and context to a Slack channel for visibility and action. (Optional) Send Email to Requester: Currently deactivated. Can be enabled to acknowledge receipt. How to set up Gmail Integration Connect Gmail in the “Gmail Trigger” and “Get Email Content” nodes. OpenAI Configuration Use OpenAI API credentials in both the Reader and Advisor agent models. Jira Integration Authenticate your Jira account. Set project key and issue fields in the “Create Main Issue” node. Slack Notification Configure Slack connection and select a target channel. Set up Jira, Slack, Email Set your company Jira based URL, IT Support slack channel and IT Support email in the Edit Fields (Set) node (Optional) Email Acknowledgment Provide SendGrid credentials and email template in the “Send email to requester” node if re-enabled. Requirements Gmail API access with appropriate permissions OpenAI account with API access (for GPT-4 or GPT-3.5) Jira instance with project and permission to create/comment on issues Slack workspace and Webhook or OAuth setup n8n instance running with all above integrations configured How to customize the workflow Enhance Email Deduplication**: Adjust the deduplication logic to use message-id, threadId, or custom headers. Expand Reader Agent**: Configure the LLM to extract more details such as asset tags, urgency levels, or locations. Tailor Advisor Agent**: Adjust prompt to generate multiple solutions, troubleshooting guides, or internal references. Routing by Department**: Add logic to forward requests to different teams based on the request category or department. Enable Email Acknowledgment**: Activate and customize the email notification step to inform requesters that their issue is being handled.

How it works: Get multi social platform data for e-commerce clients with their email and send personalized comms to onboard them as organic creators, affiliates or ambassadors. Step by step workflow to enrich Shopify customers' emails with multi social (Instagram, Tiktok, Youtube, Twitter, Onlyfans, Twitch and more) profiles, analytics and metrics using the influencers.club API and send tailored outreach to activate them as creators. Set up: Shopify (can be swapped for any e-commerce CRM like Wix, WooCommerce or Hubspot, Sheets, direct DB integration) Influencers.club API Sendgrid (can be swapped for any programmatic email sender like Mailgun) Slack (optional notification for large influencers)

This workflow automates the post-publish process for YouTube videos, combining advanced SEO optimization, cross-platform promotion, and analytics reporting. It is designed for creators, marketers, and agencies who want to maximize the reach and performance of their YouTube content with minimal manual effort. Features SEO Automation** Fetches video metadata and analyzes competitor and trending data. Uses AI to generate SEO-optimized titles, descriptions, and tags. Calculates an SEO score and applies A/B testing logic to select the best title. Updates the video metadata on YouTube automatically. Cross-Platform Promotion** Generates platform-specific promotional content (LinkedIn, X/Twitter, Instagram, Facebook, etc.) using AI. Publishes posts to each connected social channel. Extracts video clips and analyzes thumbnails for enhanced promotion. Engagement Monitoring & Analytics** Monitors YouTube comments, detects negative sentiment, and drafts AI-powered replies. Logs all key data (videos, comments, analytics) to Google Sheets for tracking and reporting. Runs a weekly analytics job to aggregate performance, calculate engagement/viral indicators, and email a detailed report. Notifications & Alerts** Sends Slack alerts when a new video is published or when viral potential/negative comments are detected. How It Works Trigger The workflow starts automatically when a new YouTube video is published (via webhook) or on a weekly schedule for analytics. Video Intake & SEO Fetches video details (title, description, tags, stats). Gathers competitor and trending topic data. Uses AI to generate improved SEO assets and calculates an SEO score. Selects the best title (A/B test) and updates the video metadata. Clip & Thumbnail Processing If the video is long enough, runs thumbnail analysis and extracts short clips for social media. Cross-Platform Promotion Generates and formats promotional posts for each social platform. Publishes automatically to enabled channels. Engagement & Comment Monitoring Fetches comments, detects negative sentiment, and drafts AI-powered replies. Logs comments and responses to Google Sheets. Analytics & Reporting Aggregates weekly analytics, calculates engagement and viral indicators. Logs insights and sends a weekly report via email. Notifications Sends Slack alerts for new video publications and viral/negative comment detection. Setup Instructions Connect YouTube Set up YouTube API credentials and required IDs in the Workflow Configuration node. Connect OpenAI Add your OpenAI credentials for AI-powered content generation. Connect Slack Configure Slack credentials and specify alert channels. Connect Google Sheets Set up service account credentials for logging video, comment, and analytics data. Configure Social Platforms Add credentials for LinkedIn, Twitter (X), Instagram, and Facebook as needed. Test the Workflow Publish a test video and verify that metadata updates, social posts, logging, and weekly reports are working as expected. Use Cases YouTube Creators:** Automate SEO, promotion, and analytics to grow your channel faster. Marketing Teams:** Streamline multi-channel video campaigns and reporting. Agencies:** Deliver consistent, data-driven YouTube growth for multiple clients. Requirements YouTube API credentials OpenAI API key Slack API token Google Sheets service account (Optional) LinkedIn, Twitter, Instagram, Facebook API credentials Limitations Requires valid API credentials for all connected services. AI-powered features depend on OpenAI API access. Social posting is limited to platforms with available n8n nodes and valid credentials. Tip: You can easily customize prompts, scoring logic, and enabled platforms to fit your channel’s unique needs.