AI-Powered CRM Workflow: Podium Pipeline & Funnel Automation

Transform your Podium conversation inbox into a complete sales CRM with intelligent AI classification, automated follow-ups, and real-time pipeline tracking. This comprehensive n8n workflow template eliminates manual lead management while ensuring no opportunity falls through the cracks.

What this workflow does

This automation creates a complete sales funnel system using six integrated sub-flows on a single canvas. Every Podium message triggers Claude AI (Haiku 4.5) to automatically classify conversations into 10 distinct funnel stages while extracting opportunity values and contact names. The system intelligently updates contact stages and monetary values in Podium, logging all changes to Google Sheets for complete audit trails.

Automated drip campaigns keep your sales process moving—contacts stuck in "Quote Sent" receive strategic follow-ups at 48 hours, 5 days, and 10 days before automatic classification as lost leads. Daily admin reports deliver morning digests highlighting quotes awaiting replies, workshop jobs, and stuck leads, ensuring nothing gets overlooked.

Use cases

• Service businesses: Track customer inquiries from initial contact through quote acceptance and job completion
• Contractors and trades: Manage project pipelines with automated follow-ups on pending estimates
• Sales teams: Convert Podium conversations into structured CRM data with AI-powered lead scoring
• Small businesses: Implement enterprise-level sales automation without complex CRM software

Technical details

Built with essential n8n nodes including webhook triggers, HTTP requests for Podium API integration, Gmail for automated reporting, and conditional logic nodes for intelligent decision-making. The workflow respects business hours (Monday-Saturday, 8:00-18:00) and includes comprehensive error handling.

Features Google Sheets integration for event logging, custom contact attribute management in Podium, and a live Kanban dashboard for visual pipeline monitoring. The modular design uses color-coded sticky note sections for easy customization and maintenance.