Automatisierung: Vom Kontaktformular direkt ins CRM

Die Low-Code-Plattform n8n ist ein nützliches Tool zur Automatisierung von Schritten. Ein sehr nerviger Schritt ist die Übernahme von Kontaktinformationen aus Online-Formularen ins CRM. In diesem Tutorial zeigen wir, wie man ein Kontaktformular ins Launix-CRM übernimmt.

Die n8n-Komponente von Launix kann man sich unter folgendem Link herunterladen:

www.npmjs.com/package/n8n-nodes-launix

Hier ist noch der n8n-Code zum Kopieren:

{
  "nodes": [
    {
      "parameters": {
        "formTitle": "Kontaktformular",
        "formFields": {
          "values": [
            {
              "fieldLabel": "Name"
            },
            {
              "fieldLabel": "Vorname"
            },
            {
              "fieldLabel": "Firma"
            },
            {
              "fieldLabel": "E-Mail",
              "fieldType": "email"
            },
            {
              "fieldLabel": "Telefonnummer"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.formTrigger",
      "typeVersion": 2.2,
      "position": [
        -320,
        -32
      ],
      "id": "baefa1a1-eae6-440f-bd8a-c468b6641bb7",
      "name": "On form submission",
      "webhookId": "8dc82ce4-0201-48e6-9faa-a9ec316a4fb1"
    },
    {
      "parameters": {
        "table": {
          "__rl": true,
          "value": "Kunde",
          "mode": "list",
          "cachedResultName": "Kunde (kunde)"
        },
        "operation": "create",
        "data": "={\n\"typ\": 3,\n\"name\": {{ JSON.stringify($json.Name) }},\n\"vorname\": {{ JSON.stringify($json.Vorname) }},\n\"firma\": {{ JSON.stringify($json.Firma) }}\n}"
      },
      "type": "n8n-nodes-launix.launixNode",
      "typeVersion": 1,
      "position": [
        -112,
        -32
      ],
      "id": "63b61521-bc86-4bd2-a938-0ec67b881696",
      "name": "Kunde anlegen",
      "credentials": {
        "launixCredentialsApi": {
          "id": "Uco1GL0LH7PpNaTY",
          "name": "Launix Credentials account"
        }
      }
    },
    {
      "parameters": {
        "table": {
          "__rl": true,
          "value": "KundeEmailAddress",
          "mode": "list",
          "cachedResultName": "E-Mail-Adresse (kundeEmailAddress)"
        },
        "operation": "create",
        "data": "={\n  \"parent\": {{ $json.id }},\n  \"email\": {{ JSON.stringify($('On form submission').item.json[\"E-Mail\"]) }}\n}"
      },
      "type": "n8n-nodes-launix.launixNode",
      "typeVersion": 1,
      "position": [
        96,
        -32
      ],
      "id": "6196a5f4-05e8-4919-82b9-d12bb4577524",
      "name": "E-Mail anlegen",
      "credentials": {
        "launixCredentialsApi": {
          "id": "Uco1GL0LH7PpNaTY",
          "name": "Launix Credentials account"
        }
      }
    },
    {
      "parameters": {
        "table": {
          "__rl": true,
          "value": "KundeTelephone",
          "mode": "list",
          "cachedResultName": "Telefonnummer (kundeTelephone)"
        },
        "operation": "create",
        "data": "={\n  \"parent\": {{ $('Kunde anlegen').item.json.id }},\n  \"number\": {{ JSON.stringify($('On form submission').item.json.Telefonnummer) }}\n}"
      },
      "type": "n8n-nodes-launix.launixNode",
      "typeVersion": 1,
      "position": [
        320,
        -32
      ],
      "id": "5ce0ca38-2252-47b0-a17a-f8cc1fd8bbe3",
      "name": "Telefonnummer anlegen",
      "credentials": {
        "launixCredentialsApi": {
          "id": "Uco1GL0LH7PpNaTY",
          "name": "Launix Credentials account"
        }
      }
    },
    {
      "parameters": {
        "options": {}
      },
      "type": "n8n-nodes-base.emailSend",
      "typeVersion": 2.1,
      "position": [
        528,
        -32
      ],
      "id": "8ac795d5-ff91-4aaf-a59c-224cec7f77cd",
      "name": "Send email",
      "webhookId": "afe927d4-4f0d-4f67-998d-cd196f1eea4c",
      "credentials": {
        "smtp": {
          "id": "xjtBHL0oDVX7G1tc",
          "name": "info@launix.de"
        }
      },
      "disabled": true
    }
  ],
  "connections": {
    "On form submission": {
      "main": [
        [
          {
            "node": "Kunde anlegen",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Kunde anlegen": {
      "main": [
        [
          {
            "node": "E-Mail anlegen",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "E-Mail anlegen": {
      "main": [
        [
          {
            "node": "Telefonnummer anlegen",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Telefonnummer anlegen": {
      "main": [
        [
          {
            "node": "Send email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "pinData": {},
  "meta": {
    "templateCredsSetupCompleted": true,
    "instanceId": "5d646b97a6f5b390970161e7d5b6c2999c720df20b57515df0439cbab498ca6c"
  }
}