Automated Sales Pipeline Data Collection & Visualization

This n8n workflow automates the process of monitoring and analyzing sales pipeline metrics by scraping data from a CRM dashboard or similar platform. It starts with a manual trigger where users specify a URL (such as a CRM dashboard hosted via Bright Data). The workflow then employs an AI-powered agent to generate scraping instructions, which are executed through Bright Data’s MCP (Mobile Cloud Proxy) to extract structured sales data. The gathered data is processed into a clean JSON format, which is then split into individual records representing each sales lead. These records are automatically stored in a Google Sheet for easy tracking, visualization, and reporting. This workflow is ideal for sales teams, analysts, or marketing professionals seeking to improve pipeline visibility, generate insights about sales reps, deal stages, and statuses, and optimize sales processes without manual data entry or coding. It can be triggered on demand, making it flexible and suitable for weekly analysis or real-time monitoring.