Forecast Zoho CRM deals with AlphaVantage market data, GPT‑4 and Slack alerts
Needs changesWhat this workflow does
This AI workflow has 11 nodes and runs on a schedule (legacy Cron node). Along the way it connects Zoho CRM, Slack, Supabase and OpenAI. It also calls alphavantage.co over HTTP.
How it runs
Trigger: On a schedule (legacy Cron node).
- Fetch open Deals (Zoho CRM): get many (deal)
- Get Market Signal (HTTP Request): calls alphavantage.co
- Combine Deal & Market Info (Merge): merges the data from its input branches
- Generate Forecast Metrics (Function): runs custom JavaScript (legacy Function node)
- Deal Match Evaluator (OpenAI): uses OpenAI
- Parse AI Output (Code): runs custom JavaScript code
- Merge Forecast & AI data (Edit Fields (Set)): sets 12 fields: id, Deal_Name, Stage…
- Update Deal Forecast (Zoho CRM): update (deal)
- Store Forecast (Supabase): uses Supabase
- Send Forecast Summary (Slack): uses Slack
Services it uses
HTTP calls to: alphavantage.co
Before you upgrade to n8n 3.0
2 things in this workflow are removed in n8n 3.0. Fix them before you upgrade:
- Function (legacy) in Generate Forecast Metrics1: replace with Code node, mode 'Run Once for All Items'.
- Cron in Weekly Trigger1: replace with Schedule Trigger.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| Function (legacy) Generate Forecast Metrics1 | Code node, mode 'Run Once for All Items' |
| Cron Weekly Trigger1 | Schedule Trigger |
Nodes used (10)
- HTTP Request
n8n-nodes-base.httpRequest - Zoho CRM
n8n-nodes-base.zohoCrm - Slack
n8n-nodes-base.slack - Merge
n8n-nodes-base.merge - Function
n8n-nodes-base.function - Cron
n8n-nodes-base.cron - Supabase
n8n-nodes-base.supabase - OpenAI
@n8n/n8n-nodes-langchain.openAi - Code
n8n-nodes-base.code - Edit Fields (Set)
n8n-nodes-base.set
From the author
Zoho CRM Deal Forecasting with External Market Factor This workflow automatically fetches active deals from Zoho CRM, retrieves real-time market signals, calculates AI-enhanced forecast metrics, evaluates deal-market alignment, stores data in a database,…