# Segment retail customers by purchase behavior with CRM: n8n workflow

> Started by another system calling it, and works across Google Sheets. 11 steps, 2 branches: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/segment-retail-customers-by-purchase-behavior-with-crm (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# Segment retail customers by purchase behavior with CRM

Started by another system calling it, and works across Google Sheets. 11 steps, 2 branches: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsegment-retail-customers-by-purchase-behavior-with-crm)

**11 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Logic 8 Service 2

The steps in the order they run, from what starts it.

- 1 **Receive Customer Order or Update Event** Webhook *Starts it*
- 2 **Normalize Customer Purchase Data** Set *Logic*
- 3 **Validate Customer Event** If *Logic*
- 4 **Determine Customer Segment** Switch *Logic*
- 5 **Assign VIP Customer Segment** Set *Logic*
- 6 **Assign New Customer Segment** Set *Logic*
- 7 **Assign Repeat Customer Segment** Set *Logic*
- 8 **Assign Inactive Customer Segment** Set *Logic*
- 9 **Normalize Customer Segment Output** Set *Logic*
- 10 **Sync Customer Segment to CRM** Http Request *Service*
- 11 **Append or update row in sheet** Google Sheets *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 11, with 2 branches
- **Size:** Medium: a working afternoon
- **Connects to:** Google Sheets
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Google Sheets account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 11 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 11 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsegment-retail-customers-by-purchase-behavior-with-crm)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Automate email follow-ups with Gmail and Google Sheets** 11 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-email-follow-ups-with-gmail-and-google-sheets)
- [**Convert LinkedIn company URLs to Sales Navigator URLs** 11 steps · Google Sheets](https://millionrounds.com/workflow/convert-linkedin-company-urls-to-sales-navigator-urls)
- [**Make outbound sales calls from Google Sheets with Retell AI** 11 steps · Google Sheets](https://millionrounds.com/workflow/make-outbound-sales-calls-from-google-sheets-with-retell-ai)
- [**Make outbound sales calls from Google Sheets with VAPI** 11 steps · Google Sheets](https://millionrounds.com/workflow/make-outbound-sales-calls-from-google-sheets-with-vapi)
- [**Weekly client re-engagement system with Gmail and Sheets** 11 steps · Gmail, GoHighLevel](https://millionrounds.com/workflow/weekly-client-re-engagement-system-with-gmail-and-sheets)
- [**AI sales agent with Telegram and Google Sheets** 11 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/ai-sales-agent-with-telegram-and-google-sheets)