SDR Target Data Update

n8n automation that syncs SDR daily target and performance data from Close CRM to Airtable for real-time dashboards and performance tracking.

Workflow

Overview

This workflow runs on a schedule and:

1. Fetches daily call/email/meeting metrics per SDR from Close CRM
2. Calculates performance against daily targets
3. Pushes structured data to Airtable for dashboards and reporting
4. Sends Slack alerts for SDRs below target thresholds

Setup

1. Import SDR Targets Data from Close to Airtable.blueprint.json into your n8n instance
2. Configure Close CRM API credentials
3. Configure Airtable API credentials
4. Set the cron schedule (default: daily at 9 AM IST)

Configuration

Variable	Description
CLOSE_API_KEY	Close CRM API key
AIRTABLE_API_KEY	Airtable personal access token
AIRTABLE_BASE_ID	Target Airtable base ID
SLACK_WEBHOOK_URL	Slack webhook for notifications
SCHEDULE	Cron expression (default: 0 9 * * 1-5)

Metrics Tracked

Metric	Source	Daily Target
Calls Made	Close CRM Activity	50
Emails Sent	Close CRM Activity	30
Meetings Booked	Close CRM Activity	3
Pipeline Generated	Close CRM Opportunities	$10k/week

Error Handling

• Retries failed API calls up to 3 times with exponential backoff
• Sends Slack notification on persistent failures
• Logs all sync operations for audit trail