Video tutorial
N8n allows you to automate common tasks such as syncing data between systems.
For example, it can automatically update a CRM when a sale is made in the online store.
You’ll be able to bring in contacts who fill out forms created in N8n.
Note: The N8n package only works on self-hosted versions.
1. Install n8n packages
The first step is to install Instasent packages from N8n.
We must go into N8n and click on the three dots in the bottom left corner
After that, we click on "settings", then "Community nodes" and finally "Install a community node":
Now we have to wait a few minutes to install.
2. Connect n8n
Once we have the packages installed, we can go back to Instasent, to the section Audience > Data sources, and click on "Add new datasource".
We select n8n, and we'll have a preview available with all the information with the different possibilities offered for this connection, and the we have to click on Install n8n.
Now we must fill in some basic information:
And finally, we can add tags to these contacts
3. Saving these credentials
Then we will see some credentials that will be useful later in the process:
4.Create your workflow
Now it's time to go back to N8n and start a new Workflow. For this example, we will create a form that'll send the information of our contacts (for this, we'll add only two values: name and phone.)
After this, we can do a little test to try our form from here:
We’ll see that a contact is created with the information we just entered in the form.
Now let’s go back to the N8n home page and add another action called: Instasent Data Source.
Here we’ll see three options: Create or update a contact, Delete contact, or Create an event.
In this case, we’ll use Create or update a contact, but you might choose a different action depending on your use case — the logic works the same way.
Once we click on Create or update a contact, we’ll have the option to map the data:
You’ll need to drag the fields from the left into the User ID section, one by one.
In this first case, we’ll map the Full name:
After this, we must configure the credentials to connect Instasent by clicking here:
And here we will have to configure the credentials with the information that Instasent gave us when we connect withn n8n through Instasent.
Once we have this information, we can save the workflow.
Once we have all the values mapped, we can check "Instant"
Once everything is setted up, we can click on Test step and verify that everything is correct.
Now we go back to Instasent, finalize the integration with N8n and verify that the text
contact is created successfully:
5. Activate and test
Now we can go back to n8n and save and activate the new workflow, which will allow us to receive contact and event information, as needed.
We believe that testing is a must to check everything is working fine.