Example — B2B agency · Professional services · 2025
Example project — an illustration of how we’d approach this brief
Lead-to-invoice CRM automation with n8n
Example project: how a 12-person agency can replace six manual hand-offs with one self-hosted n8n pipeline, from enquiry to signed proposal to invoice.
- Intake channels unified
- 4 → 1
- To first reply, not hours
- Minutes
- Manual hand-offs automated
- 6
- Platforms
- n8nMakeAI
01 — Problem
The problem.
Leads arrived from four channels, were copied into a CRM by hand, and proposals and invoices were created manually — causing slow replies and missed follow-ups.
02 — Solution
What we built.
01
Unified all inbound channels into a single n8n intake workflow with enrichment and deduplication.
02
Added AI triage to classify leads and draft first replies for review.
03
Generated proposals from templates on deal stage change and pushed accepted proposals to the accounting system as invoices.
03 — Stack
The stack.
- n8n (self-hosted)Orchestration
- HubSpotCRM
- OpenAITriage & drafting
- XeroInvoicing
04 — Results
The results.
4 → 1
Intake channels unified
Minutes
To first reply, not hours
6
Manual hand-offs automated
Have something in mind?
Book a free 45-minute strategy call. You’ll leave with a clear plan — whether or not you work with us.