Role-Based Programme
RB0826

n8n for Sales & Business Development

Automate Lead Workflows, Follow-Ups & Sales Operations

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how n8n can automate repetitive sales and business-development activities across lead capture, qualification, follow-up, and CRM workflows.
  • Explore practical workflows connecting lead sources, CRM platforms, email, forms, and collaboration applications.
  • Understand how AI-assisted steps can support lead classification, research summarisation, meeting follow-up, and sales communication preparation.
  • Recognise opportunities to automate lead routing, reminders, opportunity updates, and sales-team notifications.
  • Apply human review, customer-data protection, approval controls, and responsible automation to sales workflows.

Tools covered

n8n Workflow BuilderFormsWebhooksTriggers & ActionsConditional LogicCRM IntegrationsEmail & Collaboration IntegrationsAI AgentData TablesHuman-in-the-Loop Approvals

Who should attend

  • Sales Managers
  • Business Development Managers
  • Sales Executives
  • Business Development Executives
  • Account Managers
  • Key Account Managers
  • Inside Sales Professionals
  • Enterprise Sales Professionals
  • Sales Development Representatives
  • Business Development Representatives
  • Sales Operations Professionals
  • Revenue Operations Professionals

Prerequisites & Participant Readiness

  • Basic understanding of sales, lead-management, or business-development activities
  • Familiarity with CRM, email, lead forms, or customer follow-up processes
  • Basic awareness of sales pipeline and opportunity-management workflows
  • No programming expertise required
  • No previous n8n experience required

TOC Modules

Concepts
  • Understanding workflow automation, triggers, actions, nodes, and executions
  • Identifying repetitive activities across prospecting, lead management, follow-up, and sales operations
  • Understanding rule-based automation versus AI-assisted sales workflows
  • Recognising sales activities where human judgement and relationship ownership remain essential
Practical activities
  • Exploring n8n through a sample sales workflow
  • Building a simple Lead Trigger → CRM Action → Sales Notification workflow

Scenarios

Inbound Lead to Sales Opportunity

Website / Campaign Lead → n8n → Data Validation → Lead Qualification → CRM Creation → Sales Owner Assignment → Follow-Up Task → Opportunity Update

Participants automate the journey of an inbound prospect from initial capture through qualification and sales assignment while preserving salesperson ownership of customer engagement.

Prospect Follow-Up & Opportunity Escalation

Prospect Interaction → CRM Status → n8n → Follow-Up Trigger → AI-Assisted Brief → Salesperson Review → Customer Follow-Up → High-Value Opportunity Escalation

Participants design a workflow that reduces manual follow-up administration, prepares useful prospect context, and highlights important opportunities requiring sales-team attention.

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