Templates / Forecast Zoho CRM deals with AlphaVantage market data, GPT‑4 and Slack alerts

Forecast Zoho CRM deals with AlphaVantage market data, GPT‑4 and Slack alerts

Needs changes

by WeblineIndia ✓ · 77 views · created 2025-12-22 · CRM, AI Summarization

Needs changes. This template uses 2 thing(s) that n8n 3.0 removes: Function (legacy), Cron. 2 breaking item(s) found. Static check, last run 2026-10-19.

What 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).

  1. Fetch open Deals (Zoho CRM): get many (deal)
  2. Get Market Signal (HTTP Request): calls alphavantage.co
  3. Combine Deal & Market Info (Merge): merges the data from its input branches
  4. Generate Forecast Metrics (Function): runs custom JavaScript (legacy Function node)
  5. Deal Match Evaluator (OpenAI): uses OpenAI
  6. Parse AI Output (Code): runs custom JavaScript code
  7. Merge Forecast & AI data (Edit Fields (Set)): sets 12 fields: id, Deal_Name, Stage…
  8. Update Deal Forecast (Zoho CRM): update (deal)
  9. Store Forecast (Supabase): uses Supabase
  10. Send Forecast Summary (Slack): uses Slack

Services it uses

Zoho CRMSlackSupabaseOpenAI

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 3.0Replace with
Function (legacy)
Generate Forecast Metrics1
Code node, mode 'Run Once for All Items'
Cron
Weekly Trigger1
Schedule Trigger

Nodes used (10)

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,…

Excerpt from WeblineIndia's description on n8n.io.

View the original on n8n.io → Check your own copy

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