Google Sheets and HubSpot integration

This workflow automatically captures, enriches, scores, and routes website leads in real-time, scheduling high-intent prospects for demos within minutes instead of hours—dramatically improving conversion rates by eliminating response delays. What Makes This Different: Real-Time Lead Processing** - Captures and processes leads instantly from website forms with zero delay Intelligent Fit Scoring** - Automatically scores leads 0-100 based on company size, seniority, and revenue Dual-Track Routing** - High-intent leads (60+) get fast-track treatment, others follow standard nurture Live Calendar Integration** - Shows actual available Calendly slots, not fake placeholders Automated Sales Alerts** - Posts rich lead details to Slack with booking links instantly Smart Follow-Up** - Sends fallback email if sales team doesn't respond within 10 minutes Complete CRM Automation** - Creates HubSpot contacts and deals automatically with enriched data Full Audit Trail** - Logs everything to Google Sheets for analytics and reporting Key Benefits of Instant Lead Response: Speed** - Minutes from form submission to scheduled demo, not hours or days Conversion** - Respond while leads are hot, dramatically improving booking rates Automation** - Zero manual work—enrichment, scoring, routing, and follow-up all automatic Intelligence** - Data-driven scoring ensures sales focuses on best-fit prospects Accountability** - Complete logging shows response times and follow-up actions Scalability** - Handles unlimited lead volume without adding sales admin work Who's it for This template is designed for B2B SaaS companies, sales teams, and revenue operations professionals who need to convert website leads faster. It's perfect for organizations that lose deals due to slow response times, want to prioritize high-intent prospects, need to automate CRM data entry, or want to ensure no hot lead falls through the cracks while sales is busy. How it works / What it does This workflow creates an end-to-end lead-to-meeting pipeline that automatically processes inbound leads and schedules high-intent prospects for demos. The system: Receives lead submissions via webhook from website forms or chat widgets Normalizes data from different form providers into a standard format Enriches contact information using Clearbit to get company size, revenue, job title, and industry Calculates fit score (0-100) based on company metrics: size (40 pts), seniority (30 pts), revenue (30 pts) Routes intelligently - High-intent leads (60+) → fast track | Standard leads → nurture channel Creates CRM records - Automatically creates/updates HubSpot contact and deal with enriched data Fetches real availability - Gets actual available Calendly demo slots via API (next 7 days) Alerts sales team - Posts formatted message to Slack with lead details and booking links Monitors response - Waits 10 minutes and checks if sales replied in Slack thread Sends fallback email - Automatically emails lead with self-service booking link if no response Logs everything - Records all data to Google Sheets for reporting and analytics Key Innovation: Smart Follow-Up Automation - Unlike basic lead capture workflows, this system ensures accountability by automatically following up with leads if the sales team is unavailable, preventing lost opportunities while maintaining a professional response time. How to set up Configure API Credentials Add the following credentials in n8n: Clearbit (Lead Enrichment) Create account at clearbit.com Generate API key from Settings → API Add as "Clearbit API" credential in n8n HubSpot (CRM Integration) Create private app in HubSpot Settings → Integrations → Private Apps Grant scopes: crm.objects.contacts.write, crm.objects.deals.write Copy app token Add as "HubSpot App Token" credential in n8n Calendly (Calendar Availability) Create OAuth app at calendly.com/integrations/api_webhooks Configure OAuth2 credentials in n8n Set environment variable: CALENDLY_USER_URI with your user URI Get this from: https://api.calendly.com/users/me (returns your user URI) Slack (Team Notifications) Create Slack app at api.slack.com/apps Add Bot Token Scopes: channels:read, chat:write, channels:history Install app to workspace and copy Bot User OAuth Token Add as "Slack API" credential in n8n Update channel names in nodes: change "hot-leads" and "leads" to your actual channel names SendGrid (Email Fallback) Create account at sendgrid.com Generate API key from Settings → API Keys Verify sender email address Add as "SendGrid API" credential in n8n Update "from" email in "Send Fallback Email" node Google Sheets (Activity Logging) Create Google Cloud project and enable Sheets API Configure OAuth2 credentials in n8n Create a Google Sheet with columns matching the workflow Replace YOUR_GOOGLE_SHEET_ID in "Log to Google Sheets" node with your actual sheet ID Customize Fit Scoring Logic Edit the "Calculate Fit Score" node to match your ideal customer profile: Default Scoring: Company size 50-5,000 employees = 40 points Executive/Director seniority = 30 points Annual revenue ≥ $1M = 30 points Total possible:* 100 points | High-intent threshold:* 60+ points To Customize: Adjust company size ranges based on your target market Change seniority requirements (C-level, VP, Manager, etc.) Modify revenue thresholds Update the 60-point threshold for high-intent routing Set Up Webhook Endpoint Get Webhook URL: Activate the workflow Copy webhook URL from "Lead Form Webhook" node URL format: https://your-n8n-instance.com/webhook/demo-request Configure Form Provider: Point your website form POST request to the webhook URL Send JSON body with fields: email, name, company, phone, utm_source, utm_campaign, page_url, message Or map your existing form fields to these names in "Normalize Lead Data" node Example Form Integration: // HTML Form fetch('https://your-n8n.com/webhook/demo-request', { method: 'POST', headers: {'Content-Type': 'application/json'}, body: JSON.stringify({ email: '[email protected]', name: 'John Doe', company: 'Acme Inc', phone: '+1234567890', utm_source: 'google', page_url: window.location.href }) }) Test the Workflow Initial Test: Activate the workflow Submit test lead via webhook (use Postman or curl) Verify Clearbit enrichment returns data Check HubSpot for created contact and deal Confirm Slack notification appears in correct channel Verify Google Sheet receives log entry Response Test: Wait 10 minutes after Slack notification Check if "Check Slack Replies" detects no response Verify fallback email sends via SendGrid Confirm lead receives booking email with Calendly link Calendly Test: Verify "Get Calendly Event Types" finds your Demo event Check "Get Available Demo Slots" returns actual time slots Confirm booking URLs work and pre-fill time selection Monitor and Optimize Key Metrics to Track: Time from form submission to Slack notification (target: <30 seconds) Sales response rate within 10 minutes Fallback email send rate (lower is better) High-intent lead conversion rate (booked → closed) Average fit score of closed deals Optimization Tips: Adjust fit score weights based on actual conversion data Tune the 60-point threshold for high-intent routing Customize Slack message format for your team's workflow Modify wait time (10 minutes) based on team availability Add custom fields to Google Sheet for additional tracking Requirements n8n Instance: n8n Cloud or self-hosted (v1.0+) Code node execution enabled Webhook functionality active External Services: Clearbit** - Enrichment API (paid service, free trial available) HubSpot** - CRM with API access (free tier available) Calendly** - Scheduling platform with API access (paid plans) Slack** - Workspace with bot integration capability SendGrid** - Email API (free tier: 100 emails/day) Google Sheets** - Google account with Sheets API enabled Technical Requirements: Public webhook endpoint (HTTPS) Environment variable support for sensitive data OAuth2 authentication capability Minimum 256MB RAM for code node execution Data Privacy: Ensure GDPR/CCPA compliance for lead data storage Review data retention policies for all connected services Configure appropriate data handling in Google Sheets Add privacy policy link to email templates Tips and best practices Fit Scoring: Start with default scoring, then optimize based on actual conversion data Review monthly: which scores convert best? Adjust weights accordingly Consider adding industry filters for vertical-specific targeting Test different thresholds (50, 60, 70) to find optimal balance Lead Response: Keep 10-minute wait time during business hours Consider longer wait for after-hours leads (use schedule trigger) Customize Slack urgency based on fit score (🔥 for 80+, ⚡ for 60-79) Add @mentions in Slack for specific team members based on lead attributes Calendar Management: Use dedicated "Demo" event type in Calendly for consistent detection Ensure event name includes "demo" (case-insensitive) for workflow to find it Set appropriate buffer times between meetings in Calendly settings Review availability regularly to maintain high slot count Error Handling: All critical nodes have onError: continueRegularOutput to prevent workflow stops Monitor execution logs daily for failed enrichments or CRM errors Set up n8n error workflow to alert on consistent failures Keep fallback booking URL updated in case Calendly API fails Performance: Webhook responds immediately (within 2 seconds) even while processing continues Clearbit enrichment can take 3-5 seconds—this is expected Consider batching Google Sheets updates if processing >100 leads/day Monitor n8n resource usage; Code nodes can be memory-intensive Privacy and Compliance: Add unsubscribe link to fallback emails Include data handling disclosure in form Set Google Sheet permissions appropriately (team only) Review Clearbit's data sources for compliance requirements Configure data retention in HubSpot to match your policy Customization Ideas: Add SMS notification for ultra-high fit scores (90+) Integrate with territory routing (route to specific sales rep by region) Add lead source scoring (paid > organic > referral) Create separate tracks for different product lines Build competitor mention detection in form messages Add qualification questions that influence fit score

Who is this for? This template is ideal for HR teams, startup founders, operations leads, remote-first companies, and freelancers managing onboarding manually or across multiple tools. Whether you’re hiring your first intern or streamlining onboarding for dozens of new team members, this workflow automates the entire trigger → task creation → onboarding delivery process using no-code tools connected via n8n. What problem does this solve? Employee onboarding is often fragmented and error-prone — involving Jira tasks, Slack DMs, file sharing, and email templates spread across different apps. This workflow connects it all, letting you create tasks, notify people, share folders, and message hires instantly — right when they’re marked as “Hired” in a Google Sheet or added to Slack. No more bouncing between 5 tabs. This is onboarding as a system. What this workflow does ✅ Watches a Google Sheet (or Slack trigger) for new hires 📋 Creates a Jira onboarding Epic with role-based subtasks 📂 Generates a Google Drive folder and shares it with the new hire 📬 Sends a personalized, HTML-formatted welcome email via Gmail 💬 Posts a Slack message in the #onboarding channel + DM to the hire 📊 Logs onboarding activity back to the Sheet (status, links, etc.) 🔁 Modular subtasks based on role/team (e.g. Dev vs Marketing vs Student) 🧠 Expressions, fallback logic, and Slack→Jira user ID mapping built-in Setup Create API credentials for: Slack Google Sheets Google Drive Jira Cloud Gmail (API or SMTP) Import the .json workflow into your n8n instance (Cloud or self-hosted) Replace placeholder values (e.g. Project ID, Issue Type ID, folder path) Customize onboarding messages, email HTML, and task logic Test with included mock data (sample hire, Slack user, Jira user) Activate your flow and start onboarding with one click 🗒 Color-coded workflow notes This workflow uses Innovatio’s sticky note system to guide you visually: 🟩 Green Notes → Main automation steps 🟦 Blue Notes → What to customize (IDs, prompts, expressions) 🟨 Yellow Notes → Optional logic and future upgrades 🟫 Gray Notes → Welcome + final “next steps” CTA Every group includes pre-filled nodes, dynamic expressions, and mock outputs so you can test quickly and scale confidently. How to customize this workflow? 📂 Swap Google Sheets for Airtable (better for teams or approvals) 📅 Add 30/60/90-day check-ins via Google Calendar 🤖 Plug in OpenAI to generate onboarding subtasks by role 📬 Auto-assign mentors or SlackBot reminders after 7 days 📊 Push Sheet logs into Notion or your HR dashboard Need custom logic? Email me at [email protected] Final notes This template was created by Velebit from Innovatio with modularity, scalability, and team experience in mind. All links included are official. No affiliate tracking, no sponsored content. 📜 A separate commercial license applies to the purchase via Gumroad, which includes extended rights, usage for client work, and scaling strategies.

🎯 Project Purpose This project automates the process of collecting and managing new leads submitted through a web form. It eliminates the need for manual data entry and ensures that each lead is: Properly recorded and time-stamped in a structured format Automatically communicated to the sales or support team Ready for follow-up, with a reminder system in place It’s a lightweight but effective solution suitable for freelancers, small teams, and growing businesses that want to streamline their lead intake process. 🛠️ Tools & Technologies Used Google Forms / Web Form** – Frontend for capturing leads Google Sheets** – Central database for storing lead information n8n** – Automation platform that connects and coordinates all services Gmail** – Handles email notifications for new leads Slack* *(optional) – Provides instant team notifications Date & Time nodes** – Tracks and manages lead response timing Conditional (IF) nodes** – Filters out duplicate and incomplete entries 🔄 Workflow Overview ✨ Key Features ✅ No-code integration using n8n ✅ Instant alerts via Gmail and/or Slack ✅ Google Sheets as an easily accessible backend ✅ Modular design — easy to expand with CRM tools (like HubSpot) ✅ Clean JSON structure and logic, beginner-friendly 📈 Possible Improvements Add email validation via external API (e.g., NeverBounce, Hunter) Integrate with a CRM for deeper automation Add lead scoring based on answers Include automatic follow-up emails after X days Schedule weekly summary reports via email 🧑🏻‍💻 Creator Information Developed by: Adem Tasin Adem T. 🌐 Website: Dataplusminus+- 📧 Email:[email protected] 💼 LinkedIn: Adem Tasin

This template enables fully automated lead enrichment using Surfe’s bulk API. Simply drop a Google Spreadsheet into your Google Drive, and n8n will handle everything — from reading the leads, enriching them in batches, filtering valid data, and pushing results to HubSpot. ❓ What Problem Does This Solve? Manually enriching contact lists is tedious, error-prone, and doesn’t scale. Whether you’re importing leads from events, marketing forms, or partners, this workflow ensures each record is enriched and synced to your CRM — hands-free. 🧰 Prerequisites To use this template, you’ll need: A self-hosted or cloud instance of n8n A Surfe API Key A Google Drive and Sheets account (with OAuth or service account) A HubSpot account with access to create/update contacts (via OAuth or Private App Token) The workflow JSON file (included with this tutorial) 📌 Input File Format To run the automation, you must upload a Google Spreadsheet to a specific folder in your Drive. The spreadsheet must contain the following columns: first name (required) last name (required) Either company name or company domain (at least one is required) linkedin url (optional) 🛑 Important: Any row missing first name, last name, and both company name and company domain will be ignored automatically by the workflow. Each row represents a person to enrich. We recommend including the linkedin url if available, but it's not mandatory. ⚙️ Setup Instructions 4.1 🔐 Create Your Credentials in n8n 4.1.1 📁 Google Drive To connect Google Drive and Google Sheets in your workflow, you need to authorize n8n via Google OAuth 2.0 using a Client ID and Client Secret from the Google Cloud Console. 📋 Step 1: Create a Google Cloud Project Visit Google Cloud Console Create a new project or select an existing one Navigate to APIs & Services → OAuth consent screen ⚙️ Step 2: Configure the OAuth Consent Screen Enter the following: App name (e.g. n8n Integration) User support email Choose Audience Type: Internal if you’re using a Google Workspace account External if using a personal Gmail account Under Contact information email address Click Save and Continue 🔑 Step 3: Create OAuth Client Credentials Go to APIs & Services → Credentials Click + Create Credentials → OAuth Client ID Select Web application as the application type Name it (e.g. n8n Google Drive Access) In Authorized redirect URIs, paste this: https://oauth.n8n.cloud/oauth2/callback (Or your self-hosted n8n redirect URI) Click Create Copy the Client ID and Client Secret ✅ Step 4: Finish Setup in n8n In n8n, go to Credentials → Create New → Google Drive / Google Sheets Choose OAuth2 Paste your: Client ID Client Secret Redirect URL (should match Google Console) Click Sign in with Google Authorize access and save the credential ✅ Your Google Drive is now ready to use in workflows. 4.1.2 📊 Google Sheets OAuth2 API Go to n8n → Credentials Create new credentials: Type: Google Sheets OAuth2 API Here a pop-up will open where you can login to your Google account from where you will read the Google Sheets When it’s done you should see this on n8n 4.1.3 📧 Gmail OAuth2 API Go to n8n → Credentials Create new credentials: Type: Gmail OAuth2 API A pop-up window will appear where you can log in with your Google account that is linked to Gmail Make sure you grant email send permissions when prompted 4.1.4 🚀 Surfe API In your Surfe dashboard → Use Surfe Api → copy your API key Go to n8n → Credentials → Create Credential Choose Credential Type: Bearer Auth Name it something like SURFE API Key Paste your API key into the Bearer Token Save 4.1.5 🎯 HubSpot 🔓 Private App Token Go to HubSpot → Settings → Integrations → Private Apps Create an app with scopes: crm.objects.contacts.read crm.objects.contacts.write crm.schemas.contacts.read Save the App token Go to n8n → Credentials → Create Credential → HubSpot App Token Paste your App Token ✅ You are now all set for the credentials 4.2 📥 Import and Configure the N8N Workflow Import the provided JSON workflow into N8N Create a New Blank Workflow click the … on the top left Import from File 4.2.1 🔗 Link Nodes to Your Credentials In the workflow, link your newly created credentials to each node of this list : Google Drive Node -> Credentials to connect with → Google Drive Account Google Sheets -> Credentials to connect with → Google Sheets Account Gmail Node Credentials to connect with → Gmail account Hubspot Node →Credentials to connect with → Gmail account Surfe HTTP nodes: Authentication → Generic Credential Type Generic Auth Type → Bearer Auth Bearer Auth → Select the credentials you created before Surfe HTTP nodes Surfe HTTP nodes HubSpot node → Credentials to connect with → select your HubSpot credentials in the list 4.2.2 🔧 Additional Setup for the Google Drive Trigger Node 🔄 How This N8N Workflow Works A new Google Sheet containing a linkedin_url column is added to a specific folder in Google Drive n8n detects the new file automatically via the Google Drive Trigger All rows are read and batched in groups of 500 to comply with Surfe’s API limits Each batch is sent to Surfe’s Bulk Enrichment API n8n polls Surfe until the enrichment job is complete It extracts the enriched contact data from Surfe’s response Only contacts with both email and phone number are kept These validated leads are pushed to HubSpot Finally, a Gmail notification is sent to confirm the job is complete 🧩 Use Cases Post-event contact enrichment** – After a trade show, upload a list of LinkedIn profile URLs from badge scans or lead capture forms Outbound LinkedIn campaign follow-ups** – Gather LinkedIn URLs from manual outreach and enrich them into usable CRM leads CRM data enhancement** – Use LinkedIn URLs to fill in missing contact info for existing or imported contacts List building from LinkedIn exports** – Upload a list of LinkedIn profiles (e.g. from Sales Navigator) and turn them into fully enriched contacts in HubSpot 🛠 Customization Ideas 🔁 Add retry logic for failed Surfe enrichment jobs 📤 Log enriched contacts into a Google Sheet or Airtable 🔍 Add pre-check logic to avoid creating duplicates in HubSpot 📊 Extend the flow to generate a basic summary report of enriched vs rejected contacts ✅ Summary This workflow turns a basic Google Sheet of LinkedIn URLs into fully enriched, CRM-ready contacts — automatically synced with HubSpot. Just upload your file. Let Surfe do the rest.

Who is this for? This template is perfect for Gumroad creators, solopreneurs, digital product sellers, and freelancers who want to track and thank customers automatically — without spending time on manual work. What problem does this solve? Every sale is a moment to build trust. But manually checking your inbox for new orders, logging clients, and remembering to send a thank-you note? It’s time-consuming and inconsistent. This workflow handles it all: From sale → to sheet → to ping → to personalized “thank you” — all fully automated. What this workflow does: ✅ Triggers on each new sale on Gumroad 📋 Extracts buyer details, amount paid, and product purchased 📈 Logs the sale to a Google Sheet for tracking 📲 Sends a Telegram approval message to notify you 💌 (Optional) Sends a Gmail thank-you email to the buyer 🔁 Keeps your workflow organized with color-coded notes and sample data ⚙️ Setup Instructions: Create Gumroad API and connect the trigger node Authenticate with Google Sheets to store each client Connect your Telegram bot for real-time alerts (Optional) Setup Gmail API for sending thank-you emails Customize the email copy & sheet headers (e.g. % cut, timestamps) 🗒 Color-coded workflow notes: To make customization smooth, the workflow includes a color-coded sticky note system: 🟩 Green Notes – Main building blocks (trigger, logging, ping, email) 🟦 Blue Notes – Setup guidance and editable fields (e.g. your email or brand name) 🟨 Yellow Notes – Optional upgrades (e.g. swap Gmail, use AI email generator, change to WhatsApp) Each step has comments or hints to make your setup easy — whether you're new to n8n or a seasoned automator. 🔧 How to customize this workflow? 🎯 Swap Gmail with Outlook, SMTP, or Mailgun 🤖 Use AI (e.g. OpenAI or Claude) to draft personalized emails dynamically 📞 Replace Telegram with WhatsApp, Discord, or Slack 🗃️ Log to Airtable or Notion instead of Google Sheets 🧠 Add approval logic or advanced tagging in Gmail 🧾 Licensing & Support This template is built by Velebit from Innovatio. External links (Gumroad store or support email) are included in the notes for optional help and upgrades. A separate license applies to the paid version on Gumroad, which includes additional modules and commercial use rights. 📩 Support & customization: [email protected]

Who is this for Sales teams and agencies using Retell AI for voice outreach who want to automatically analyze every call and push insights into their CRM. Ideal for businesses running AI voice agents that need structured post-call intelligence without manual review. How it works When a Retell AI voice call ends, the platform sends a call_analyzed webhook to this workflow. It parses the transcript, call duration, and metadata, then sends everything to OpenAI for analysis. The AI returns structured data: sentiment, lead score (1-10), key topics, buying signals, objections, action items, and a recommended next step. The enriched data is synced to HubSpot, updating the contact record. If the lead score meets your threshold, the workflow alerts your sales team on Slack and creates a priority follow-up task in HubSpot. Every call is logged to Google Sheets for tracking. How to set up Open the Set user config variables node and enter your Slack channel, lead score threshold (default: 7), Google Sheet ID, and sheet name. Connect your OpenAI, HubSpot, Slack, and Google Sheets credentials in each respective node. Copy the production webhook URL from the trigger node and add it to your Retell AI dashboard under Webhook Settings for the call_analyzed event. Create a Google Sheet with columns: Date, Call ID, From Number, Duration, Sentiment, Lead Score, Summary, Action Items, Qualified. Activate the workflow and make a test call to verify the full pipeline. Requirements Retell AI account with an active voice agent OpenAI API key (GPT-4o-mini or GPT-4o) HubSpot CRM account Slack workspace with a bot token Google Sheets How to customize Adjust the lead score threshold in the config node to control when hot lead alerts fire. Modify the AI analysis prompt to extract industry-specific fields (e.g., appointment booked, insurance type, budget range). Add a Twilio SMS branch for instant text follow-ups to hot leads. Connect additional CRM nodes if you use Pipedrive, Salesforce, or another platform instead of HubSpot.

How it works This workflow automatically generates and sends personalized sales proposals when a new row is added to Google Sheets. It uses AI to create proposal content, updates contact details in HubSpot, and generates a formatted document. The document is converted into a PDF and emailed to the client. This eliminates manual proposal writing and ensures fast, consistent delivery. Step-by-step Capture lead and generate AI content** Google Sheets Trigger – Detects new form submissions in your sheet. Loop Over Items – Processes each new entry individually. Message a model – Uses Gemini AI to generate the proposal content. Code in JavaScript – Cleans and splits AI output into structured fields. Create contact and generate document** Create or update a contact – Stores or updates client data in HubSpot. Copy file – Duplicates a proposal template from Google Drive. Update a document – Replaces placeholders with real client and AI data. Download file – Converts the final document into a PDF file. Send proposal to client** Send a message – Emails the generated PDF proposal to the client. Why use this? Automatically generates professional proposals without manual writing Ensures consistent formatting using templates and placeholders Saves time by combining CRM, AI, and document creation Improves response speed for leads and increases conversion chances Scales easily for handling multiple client requests simultaneously

How it works This workflow triggers when a HubSpot deal stage changes to Closed Won and automatically generates an invoice. It collects deal and contact data, builds a styled invoice, converts it into a PDF, and sends it to the client. The system logs all invoices and alerts the team, then monitors payment status with automated reminders. If payment is delayed, it escalates the issue and handles errors separately. Step-by-step Trigger and data collection** HubSpot - Deal Trigger – Starts workflow on deal stage change. IF - Is Deal Closed Won? – Filters only Closed Won deals. HTTP - Get Deal Details – Fetches deal information. HTTP - Get Deal Associations – Retrieves linked contacts. Code - Extract Contact ID – Extracts and formats data. HTTP - Get Contact Details – Gets customer details. Invoice generation** Code - Build Invoice + HTML – Creates invoice data and HTML layout. Send and store invoice** HTTP - Generate PDF – Converts HTML into PDF. Google Sheets - Log Invoice – Stores invoice records. Notion - Create Invoice Record – Tracks invoice internally. Gmail - Send Invoice Email – Sends invoice to client. Slack - Invoice Sent Alert – Notifies team. Payment tracking and follow-up** Wait - 7 Day Payment Window – Waits before checking payment. HTTP - Recheck Deal Stage – Checks payment status. IF - Payment Received? – Branches based on payment. Gmail - Follow-up Email #1 – Sends reminder if unpaid. Wait - 5 More Days – Adds extra delay. HTTP - Final Payment Check – Verifies final status. Slack - Payment Confirmed – Confirms successful payment. Escalation handling** IF - Still Unpaid? (Escalate) – Detects overdue invoices. Slack - Escalation Alert – Alerts team for action. Notion - Flag as Overdue – Updates record status. Slack - Late Payment Confirmed – Handles delayed payments. Error handling (separate flow)** Error Trigger – Captures workflow failures. Slack - Workflow Error Alert – Sends error notification. Why use this? Fully automates invoicing from deal closure to payment tracking Reduces manual billing work and human errors Improves payment collection with automated reminders Provides clear visibility with logs and team alerts Ensures reliability with built-in error monitoring

Video Introduction Want to automate your inbox or need a custom workflow? 📞 Book a Call | 💬 DM me on Linkedin Workflow Overview This workflow automatically imports leads from a Google Sheets spreadsheet directly into your HubSpot account. When executed, it reads contact information from a designated spreadsheet and creates or updates corresponding contact records in HubSpot, preventing duplicates by matching on email addresses. This automation is ideal for teams that collect leads through external forms, landing pages, or other systems that output to Google Sheets. Instead of manually copying contact information into HubSpot, this workflow handles the entire import process, ensuring your CRM stays up-to-date with minimal effort. Key Features Automatically syncs contact data including email, name, company, and phone number Prevents duplicate records by updating existing contacts based on email addresses Works with any Google Sheets document containing lead information Can be scheduled to run automatically or triggered manually on demand Setup Requirements HubSpot Credentials: Create a developer account at developers.hubspot.com Navigate to Legacy Apps and create a new private app In the Scopes tab, add these permissions: crm.objects.contacts.read crm.objects.contacts.write crm.objects.companies.read crm.objects.companies.write Copy the Access Token from the Auth tab In n8n, create a HubSpot credential using APP Token method and paste your token Google Sheets: Connect your Google account to n8n when configuring the Google Sheets node. Configuration Update the Google Sheets node to point to your specific spreadsheet containing lead data. The HubSpot node is pre-configured to map common contact properties (Email, Company Name, Name, Phone Number). Adjust these field mappings if your spreadsheet uses different column names or if you need to sync additional contact properties.

What this workflow does Fully production-ready B2B lead outreach pipeline that: Takes industry keywords from a form trigger (or you can manually add rows to Google Sheets) Scrapes targeted LinkedIn leads using Apify (peakydev~leads-scraper-ppe actor) Filters for valid emails Automatically creates company + contact records in HubSpot CRM Generates highly personalized, non-salesy cold emails using GPT (tailored to the company’s industry) Logs every lead to Google Sheets with "Pending" status Waits for human approval or rejection — triggered directly from Google Sheets via two webhooks: Approve (via button/script in sheet) → sends the email via Gmail Reject (via button/script in sheet) → automatically rewrites a softer, more value-focused version with a different angle → updates the same row in the sheet Why this is useful Most outreach automations send emails blindly. This one gives you full control with a human-in-the-loop layer inside Google Sheets + automatic intelligent rewrite on rejection — which greatly improves reply rates, reduces spam complaints, and protects your sender reputation. Ideal if you: Run outbound campaigns at reasonable scale Already live in Google Sheets for lead review Want clean HubSpot CRM records before sending anything Need traceable approval (who approved what, when) Often hear “too salesy” and want the AI to adapt automatically How to use Import the workflow into n8n Connect the required credentials: Apify API token HubSpot App Token (Private App) Gmail OAuth2 Google Sheets OAuth2 OpenAI API key Replace placeholders: Your Google Sheet ID in the “Leads Log” node Your name & signature in the AI prompts Any test email addresses if needed Activate the main Form Trigger (Lead Campaign Setup) to start campaigns Review & act from Google Sheets: Leads appear in your sheet with "Pending" status Use simple buttons or a dropdown + Apps Script (code examples provided in workflow sticky notes) to trigger: Approve → POST to /webhook/approved Reject → POST to /webhook/rejected Required credentials Apify HubSpot (App Token) Gmail OAuth2 Google Sheets OAuth2 OpenAI Once set up, you get a beautiful hybrid system: generate leads automatically → review & decide in familiar Google Sheets → one-click action → n8n handles sending or smart rewriting. Enjoy — and feel free to share your reply rates or any tweaks you make after running a few campaigns! 🪄

How it works This workflow automatically generates an AI-powered revenue forecast whenever a new deal is created in HubSpot. It collects all active deals, standardizes key sales data, and sends it to an AI model for forecasting and risk analysis. The AI produces best, likely, and worst-case revenue scenarios along with actionable insights. Results are shared with stakeholders via Slack and Email and stored in Google Sheets for tracking. Step-by-step Step 1 : Collect & prepare HubSpot deals** HubSpot Trigger – Starts the workflow when a new deal is created in HubSpot. Get many deals – Fetches all active deals from the sales pipeline. Format HubSpot Data – Cleans and standardizes deal fields like amount, stage, probability, and region. Loop Over Items – Iterates through formatted deals to prepare them for AI analysis. Step 2 : Generate & distribute AI forecast** AI Revenue Forecast & Risk Analysis – Sends pipeline data to the AI model to generate revenue forecasts and insights. Groq Chat Model – Powers the AI analysis and produces structured forecasting output. Format AI response – Extracts key metrics, risks, and recommendations from the AI response. Send a message (Gmail) – Emails the revenue forecast report to stakeholders. Send a message (Slack) – Posts the forecast summary to a selected Slack channel. Append row in sheet – Logs forecast data and insights into Google Sheets. Wait – Adds a controlled pause before looping or completing the workflow. Why use this? Get real-time revenue forecasts triggered directly by CRM activity. Reduce manual pipeline analysis and reporting effort. Identify high-risk deals early with AI-driven insights. Keep leadership aligned through automated Slack and Email updates. Maintain a historical forecast log for audits and performance tracking.

Shopify to HubSpot: Advanced ZeroBounce Lead Vetting This workflow automates the transition of new Shopify customers into HubSpot, using ZeroBounce for multi-layer validation (Validation + AI Scoring). Results are also output to Google Sheets for review. 🧩 Nodes used in this workflow ZeroBounce Shopify Hubspot Google Sheets (or alternative e.g. Data Table) 💡 Key Benefits ✨ Zero-Waste Sync:** Only "Valid" or "High-Scoring" leads reach your CRM. 🛡️ Credit Safety:** Internal checks ensure you never trigger an API call without credits. 📊 Detailed Suppressions:** Every rejected lead is categorized by reason (e.g. Email Missing, Invalid, Low Score, or Insufficient credits). 🚀 How it Works ⚡ Trigger & Verification: Activates on new Shopify customers and first checks if an email address is provided. Email present: Proceeds to credit check and validation Email missing: Customer details are added to Rejected output for review with reason 'Email missing'. 💳 Credit Management: Before each ZeroBounce call, the workflow checks your account for sufficient credits to prevent node failures. Success: Proceeds to Stage 1 (Validation). Failure: Customer details are added to Rejected output for retry with reason 'Not enough credits'. ✔️ Stage 1: Email Validation: Validates the email address with ZeroBounce. Valid: Adds the result to Accepted output and creates a contact in HubSpot. Invalid: Logs to an n8n Data Table with the validation results and a reason for rejection for review. Catch-all: Proceeds to Stage 2 (Scoring). 🎯 Stage 2: AI Email Scoring: For "Catch-all" emails, the workflow requests ZeroBounce AI Scoring. High Score (>=9): Syncs to HubSpot. Medium/Low Score: Suppressed and added to an n8n Data Table with the assigned score for review. 📤 Output Results: Accepted: Output validation and scoring results to Accepted and Hubspot Rejected Output validation and scoring results to Rejected. 📋 Setup Requirements Shopify:** Connect via OAuth2 to watch for "Customer Created" events (Topic: customers/create). ZeroBounce:* Connect via API Key. *Create one here. HubSpot:** Connect via OAuth2 to create/update contacts for high-quality leads. Google Sheets:* Connect via OAuth2 to append/update rows in a Google Sheets worksheet. Alternatively, swap these nodes out with any other data storage node e.g. n8n Data Table or Microsoft Excel*. The sheets/tables can be created with the headers: Accepted columns: ID,Email,First Name,Last Name,Accepted At,Accepted Reason,ZB Status,ZB Sub Status,ZB Free Email,ZB Did You Mean,ZB Account,ZB Domain,ZB Domain Age Days,ZB SMTP Provider,ZB MX Found,ZB MX Record,ZB Score Rejected columns ID,Email,First Name,Last Name,Rejected At,Rejected Reason,ZB Status,ZB Sub Status,ZB Free Email,ZB Did You Mean,ZB Account,ZB Domain,ZB Domain Age Days,ZB SMTP Provider,ZB MX Found,ZB MX Record,ZB Score

This workflow automates lead ingestion from Google Sheets and Telegram, leveraging Gemini AI and Lusha for intelligent matching and deep data enrichment. By normalizing incoming data into a standard structure, it uses custom fuzzy logic to identify existing HubSpot records—preventing duplicates and ensuring your CRM stays clean with validated contact and company details. Key Features: Agnostic Intake: Seamlessly processes leads from structured Google Sheets or raw Telegram messages parsed by Gemini AI. Intelligent Matching: Custom JS engine performs two-tier matching (hard & fuzzy) to save Lusha credits and keep CRM data integrity. Deep Enrichment: Automatically triggers Lusha API to find missing emails and update firmographic data like revenue and industry. Automated Sync: Closes the loop by notifying the team on Telegram and updating the spreadsheet status once a lead is processed. Setup Instructions: Connect your HubSpot, Lusha, Gemini, Google Sheets, and Telegram credentials. Input your Spreadsheet ID in the 'Trigger' and 'Acknowledge' nodes. Adjust the similarity threshold in the 'Switch Logic' node (default 80) based on your data needs.

RSVP Lead Scoring for Events with GPT, HubSpot & Slack Who is this for? Event organizers, RevOps teams, sales managers, and marketers running conferences, webinars, or meetups who want to automatically qualify RSVPs and turn attendees into revenue opportunities. What problem is this workflow solving? RSVP lead qualification is manual and slow: Reviewing 1000+ registrations takes hours Missing high-fit prospects (directors, founders) No instant sales handoff or nurture segmentation Leads leak between events and CRM This workflow auto-scores RSVPs 0-100 and routes high-fits to sales instantly. What this workflow does Trigger**: Google Forms/Typeform RSVP webhook AI Scoring: GPT-4o-mini analyzes job title, company, intent → **0-100 fit score High Scorers (80+)**: HubSpot CRM contact + Slack "#sales: Director @ Acme (87) → Book now [Calendly]" Low Scorers**: Nurture sequence (email lists) Dashboard**: Google Sheets with scores, conversions tracked Setup (3 minutes) Forms**: Google Forms/Typeform → n8n webhook (copy/paste URL) AI**: OpenAI API key (GPT-4o-mini - cheap & fast) CRM**: HubSpot API key (works Free tier) Slack**: #sales channel + bot token Fully configurable—no code changes needed. How to customize to your needs Scoring**: Adjust GPT thresholds (80→90 for enterprise) CRM**: Swap HubSpot for Salesforce/Pipedrive Channels**: Add Teams/Email + multiple Slack rooms Events**: Multi-event scoring by form source Follow-up**: Auto-Calendly, SMS, or email sequences ROI: 3x qualified leads** to sales team 5x faster sales response** 40% less lead leakage** (proven 500+ runs) Zero manual qualification** Need help customizing?: Contact me for consulting and support: LinkedIn / Message Keywords: event RSVP, AI lead scoring, conference lead qualification, event lead gen RevOps, lead fit scoring.

How it works This workflow runs on a daily schedule to analyze all active HubSpot deals and their latest engagement activity. It applies AI-driven behavioral scoring to predict conversion probability and deal health. High-risk or stalled deals automatically trigger Slack alerts. All insights are logged in Google Sheets for forecasting and performance tracking. Step-by-step Step 1 – Trigger and collect active deals** Schedule Trigger – Runs the workflow automatically at a fixed time each day. Get Active Deals from HubSpot – Retrieves all non-closed deals with key properties like value, stage, and activity dates. Formatting Data – Cleans and normalizes deal data while calculating metrics such as deal age and inactivity duration. Step 2 – Enrich deals with engagement data** If – Filters only active deals to ensure closed deals are excluded. Loop Over Items – Processes each deal individually to handle enrichment safely. HTTP Request – Fetches engagement associations linked to each deal. Get an engagement – Retrieves detailed engagement records from HubSpot. Extracts Data – Structures engagement content, timestamps, and internal notes for AI analysis. Step 3 – Analyze risk and notify the team** AI Agent – Analyzes behavioral signals and predicts conversion probability, risk level, and next actions. Format Data – Parses the AI output into structured fields and risk indicators. Filter Alerts Needed – Identifies deals that require immediate attention. Send Slack Alert – Sends a detailed alert with risks, signals, and recommended actions. Append or update row in sheet – Stores analysis results in Google Sheets for tracking and forecasting. Why use this? Detect deal risk early using consistent, AI-based analysis Reduce manual pipeline reviews for sales managers Provide clear, actionable next steps to sales reps Keep a historical log of deal health and forecasts Improve close rates through timely, data-driven intervention

How It Works This workflow automates customer feedback processing by analyzing sentiment, identifying key issues, generating personalized responses, and escalating critical cases to support teams when required. Designed for customer success managers, support teams, and product managers, it enables scalable feedback handling without compromising response quality or urgency. The workflow eliminates manual triage and response drafting by normalizing incoming feedback, performing sentiment and topic analysis, generating context-aware AI responses, validating tone and intent, escalating high-risk or negative feedback, logging all interactions for traceability, and delivering automated replies via email. Setup Steps Configure webhook trigger URL for feedback form integration or email parsing Add OpenAI API key for sentiment analysis and response generation Connect Anthropic Claude API for alternative response generation and validation Set up Google Sheets integration for feedback logging and analytics tracking Configure Gmail OAuth2 credentials for automated customer response delivery Integrate support ticket system (Zendesk, Freshdesk) for escalation routing Prerequisites OpenAI API key, Anthropic Claude API key (optional), Google Workspace account (Sheets, Gmail) Use Cases Product feedback management, customer support automation Customization Adjust sentiment scoring thresholds per industry standards, modify response templates Benefits Responds to feedback 95% faster, maintains consistent response quality across all interactions

How it works This workflow runs daily to review all active deals and evaluate their likelihood of closing successfully. It enriches deal data with recent engagement activity and applies AI-based behavioral scoring to predict conversion probability. High-risk or stalled deals are flagged automatically. Actionable alerts are sent to the sales team, and all analysis is logged for forecasting and tracking. Step-by-step Trigger and fetch deals** Schedule Trigger – Runs the workflow automatically at a fixed time each day. Get Active Deals from HubSpot – Retrieves all open, non-closed deals with key properties. Formatting Data – Normalizes deal fields such as value, stage, age, contacts, and activity dates. Enrich deals with engagement data** If – Filters only active deals for further processing. Loop Over Items – Processes each deal individually. HTTP Request – Fetches engagement associations for the current deal. Get an engagement – Retrieves detailed engagement records from HubSpot. Extracts Data – Structures engagement content, timestamps, and metadata for analysis. Analyze risk, alert, and store results** OpenAI Chat Model – Provides the language model used for analysis. AI Agent – Evaluates behavioral signals, predicts conversion probability, and recommends actions. Format Data – Parses AI output into structured, machine-readable fields. Filter Alerts Needed – Identifies deals that need immediate attention. Send Slack Alert – Sends detailed alerts for high-risk or stalled deals. Append or update row in sheet – Logs analysis results into Google Sheets for reporting. Why use this? Automatically identify high-risk deals before they stall or fail Give sales teams clear, data-driven next actions instead of raw CRM data Improve forecasting accuracy with AI-powered probability scoring Maintain a historical deal health log for audits and performance reviews Reduce manual pipeline reviews while increasing response speed

This n8n template demonstrates how to capture website leads via a webhook, validate the data, optionally enrich it, store it in your CRM (HubSpot) or a simple Google Sheet, and instantly notify your team via email and Slack. This is ideal for agencies, freelancers, SaaS founders, and small sales teams who want every lead recorded and followed up automatically within seconds. Good to know The workflow supports two storage options: HubSpot or Google Sheets (choose one branch). Enrichment (Clearbit/Hunter) is optional and can be disabled with a single toggle/IF branch. Consider adding anti-spam (honeypot/captcha) if your form gets abused. How it works Webhook receives the lead Your website form sends a POST request to the Webhook URL with lead fields (name, email, message, etc.). Validation & normalization The workflow trims and normalizes fields (like lowercasing email) and checks required fields. If invalid, it returns a Optional enrichment (Clearbit/Hunter) If enrichment is enabled, the workflow calls an enrichment API and merges results into the lead object (industry, company size, domain, etc.). If enrichment fails, the workflow continues (doesn’t block lead capture). Save lead to CRM (Choose one) HubSpot branch**: find contact by email → create or update the contact record Google Sheets branch**: lookup row by email → update if found → otherwise append a new row Instant notifications Posts a Slack message to a channel, optionally including a CRM/Sheet link Success response to the website Returns a #### How to use? Import the workflow into n8n. Configure the Webhook node and copy the production URL into your website form submit action. Choose your storage path: Enable HubSpot nodes OR Enable Google Sheets nodes Add credentials: Slack credential (Optional) HubSpot / Google Sheets (Optional) Clearbit/Hunter keys in the HTTP Request node Send a test lead from your website and confirm: Lead saved correctly Email received Slack notification posted Website receives a 200 response Requirements An n8n instance (cloud or self-hosted) One of: HubSpot account (for CRM storage), or Google account + Google Sheets (for spreadsheet storage) Slack workspace + Slack credentials Optional: Clearbit/Hunter account for enrichment

What it does Receives contact details via form, routes to appropriate Wiza API endpoints (email, phone, LinkedIn, or all), enriches data with verification, calculates quality scores (0-100), and stores results in both Airtable and HubSpot. Who's it for Sales teams, recruiters, and marketing ops professionals who need to transform minimal contact info into complete, verified profiles at scale. Requirements n8n (self-hosted or cloud) Wiza API Key (with Email/Phone/LinkedIn Finder access) Airtable API Key (optional) HubSpot API Key (optional) How to set up Import workflow JSON into n8n Configure Wiza, Airtable, and HubSpot credentials Set up Airtable base with required columns (Full Name, Email, Phone, LinkedIn, Data Quality Score) Activate workflow and share the form URL How to customize Adjust quality scoring weights in the Code node Add custom fields to the form trigger Modify Airtable/HubSpot field mappings Change deduplication logic for emails

How it works This workflow runs on a daily schedule to analyze all Closed–Lost deals from your CRM and uncover the true reason behind each loss. It uses AI to classify the primary loss category, generate a confidence-backed explanation, and then create a realistic re-engagement strategy for every deal. All insights are consolidated into leadership-ready email and Slack summaries. Every analyzed deal and revival plan is logged for long-term tracking and audits. Step-by-step Trigger and fetch lost deals** Schedule Trigger – Runs the workflow automatically at a defined time. Get many deals – Fetches all deal records from the CRM. If – Filters only deals marked as Closed–Lost. Edit Fields – Standardizes key deal attributes like amount, industry, owner, and loss reason. Analyze loss reasons and generate revival strategies** Brief Explanation Creator – Uses AI to identify the primary loss category with confidence. Code in JavaScript – Parses and normalizes AI loss analysis output. Merge – Combines deal data with loss insights. Feedback Creator – Generates a practical re-engagement strategy for each lost deal. Code in JavaScript7 – Parses and safeguards revival strategy outputs. Merge4 – Merges deal details, loss analysis, and revival strategy into one final dataset. Report, notify, and store results** Code in JavaScript11 – Builds a consolidated HTML summary email. Send a message4 – Sends the summary to stakeholders via email. Code in JavaScript12 – Creates a structured Slack summary. Send a message1 – Delivers insights to a Slack channel. Code in JavaScript10 – Reconstructs final data with delivery status. Append or update row in sheet – Logs all results into Google Sheets for audit and tracking. Why use this? Turns lost deals into actionable learning instead of static CRM records Gives sales teams clear, realistic re-engagement plans without manual analysis Provides leadership with concise, decision-ready summaries Creates a historical database of loss reasons and revival outcomes Improves pipeline recovery while enforcing consistent sales intelligence

This n8n template automates turning your Closed-Won HubSpot deals into lookalike prospects using the CompanyEnrich Similar Companies API. Instead of manually guessing who looks like your best customers, this workflow takes your top-performing companies from HubSpot, finds highly similar companies and pushes the results into a Google Sheet ready for outreach or further enrichment. It’s ideal for GTM, sales, and growth teams who want to scale what already works. Good to know This workflow uses company domains as seeds for lookalike generation. Make sure your HubSpot company records have valid domains. Lookalike results are query-based, meaning the same company can appear in different runs if it matches the input at that moment. The Google Sheet uses the domain column to avoid duplicates when appending or updating rows. Credit usage depends on the number of similar companies returned by the CompanyEnrich API. How it works The Schedule Trigger runs the workflow on a defined interval (weekly by default). HubSpot companies are fetched using the HubSpot Get Companies node. A custom filter selects the top-performing companies (based on revenue percentile). Company domains are extracted and passed into the CompanyEnrich Similar Companies API. Similar companies are returned and split into individual rows. The enriched company data is cleaned and normalized. Results are appended or updated in a connected Google Sheet. How to use Connect your HubSpot app with company read access. Add your CompanyEnrich API key to the HTTP Request node. Connect your Google Sheets account and select a sheet with a domain column. Adjust the schedule or top-percentage filter if needed. Activate the workflow and let it run automatically. Requirements HubSpot app (Company read access) CompanyEnrich API key Google Sheets account n8n instance with HTTP and HubSpot nodes enabled Customising this workflow Change the Top_Percent value to control how many of your best customers are used as seeds. Modify the schedule interval to run daily, weekly, or on demand. Extend the workflow to push results into a CRM, enrichment pipeline, or outbound tool. Add additional filters (industry, location, employee size) before writing to Sheets.

Automatically enrich company records with comprehensive firmographic data by pulling domains from Google Sheets, setting up custom HubSpot fields, enriching through Sona API, and syncing complete profiles to HubSpot CRM with custom property mapping. Import company domains from a Google Sheet, configure custom HubSpot fields for Sona data, automatically enrich domains with detailed firmographic intelligence, and create fully populated company records in HubSpot—so you can build rich prospect databases without manual research. How it works Step 1: Get Company List Reads company domains from your Google Sheet Aggregates all domains into a single array Prepares data for batch processing Step 2: Setup HubSpot Fields Creates custom Sona fields in HubSpot CRM Defines all enrichment data fields needed Ensures proper field mapping for incoming data Step 3: Prepare for Processing Converts aggregated domains into individual items Sets data for batch loop processing Readies each company for enrichment Step 4: Enrich & Sync to HubSpot Loops through each company domain Calls Sona API for enrichment data Creates company in HubSpot with standard fields Formats and updates custom Sona properties Combines firmographics + tech data in one profile Includes 2-second wait between operations for rate limiting What you'll get The workflow enriches each company record with: Firmographic Data**: Company size, employee count, revenue estimates, headquarters location, and founding year Contact Information**: Phone numbers, social media profiles, and timezone details Business Intelligence**: Company descriptions and industry positioning Custom HubSpot Properties**: All Sona data mapped to dedicated custom fields Organized CRM Records**: All data automatically synced to HubSpot for immediate use Domain Tracking**: Companies linked to their websites for future reference Why use this Eliminate manual research**: Save 10-15 minutes per company by automating firmographic lookups Build rich databases**: Transform basic domain lists into comprehensive company profiles Custom field management**: Automatically creates and populates HubSpot custom properties Improve targeting**: Segment and prioritize accounts based on size, location, and other firmographics Keep data current**: Run scheduled enrichments to maintain up-to-date company information Scale your prospecting**: Process hundreds of companies in minutes instead of days Better lead qualification**: Make informed decisions with complete company intelligence Streamlined workflow**: One-click enrichment from spreadsheet to CRM with custom field setup Setup instructions Before you start, you'll need: Google Sheets with a column named website_Domain containing company domains (e.g., example.com) HubSpot Account & App Token - Get an app token by creating a legacy app: Go to HubSpot Settings → Integrations → Legacy Apps Click Create Legacy App Select Private (for one account) In the scopes section, enable the following permissions: crm.schemas.companies.write crm.objects.companies.write crm.schemas.companies.read crm.objects.companies.read Click Create Copy the access token from the Auth tab Sona API Key (for company enrichment) Sign up at https://app.sonalabs.com Free tier available for testing Configuration steps: Prepare your data: Create a Google Sheet with a "website_Domain" column and add 2-3 test companies (e.g., example.com, anthropic.com) Connect Google Sheets: In the "Get Company List from Sheet" node, authenticate with Google and select your spreadsheet and sheet name Configure HubSpot field creation: In the "Create Custom HubSpot Fields" node (Step 2), authenticate with your HubSpot access token and review the custom Sona fields that will be created Add Sona credentials: In the "Sona Enrich" node, authenticate with your Sona API key Connect HubSpot for company creation: In the "Create HubSpot Company" and "Update Company with AI Data" nodes, authenticate using your HubSpot access token Test with sample data: Run the workflow with 2-3 test companies and verify: Custom fields are created in HubSpot Company records appear correctly in HubSpot All firmographic data is populated in custom properties Add error handling: Configure notifications for failed enrichments or API errors (optional but recommended) Scale and automate: Process your full company list, then optionally add a Schedule Trigger for automatic daily or weekly enrichment to keep your CRM data fresh

How it works This workflow runs on scheduled weekly and monthly triggers to generate unified marketing performance reports. It processes multiple websites by collecting analytics data, paid ads performance, and CRM leads, then calculates KPIs and insights automatically. The workflow sends structured reports via email and stores historical data in Google Sheets. It ensures consistent reporting without manual effort. Step-by-step Step 1: Trigger & report type detection** Schedule Trigger2 – Triggers the workflow weekly at a predefined time. Schedule Trigger3 – Triggers the workflow monthly at a predefined time. check month and week1 – Identifies whether the run is weekly or monthly and sets flags. Set Websites and Campaings1 – Defines websites, GA4 property IDs, and mapped ad campaigns. Expand Websites1 – Expands the website array into individual website items. Attach Run Flags1 – Attaches weekly or monthly flags to each website record. Step 2: Website & ads data processing** Loop Websites1 – Iterates through each website independently. Get a report – Fetches website traffic and engagement metrics from analytics. Get many campaigns – Retrieves Google Ads campaign data. Fetch Meta Ads – Fetches Meta Ads performance data via API. Filter Google Ads By Website1 – Filters Google Ads campaigns by website. Filter Meta Ads By Website1 – Filters Meta Ads campaigns by website. Merge1 – Merges analytics, Google Ads, and Meta Ads datasets. Build Website Dataset1 – Builds a unified dataset per website. Calculate KPIs & Campaign Insights1 – Calculates spend, CTR, CPA, CPL, conversions, and performance insights. Append or update row in sheet2 – Stores website-level marketing metrics in Google Sheets. Step 2.1: Marketing report generation** Prepare Report Data2 – Combines all website datasets into a unified report object. Switch – Routes execution based on weekly or monthly report type. Send Weekly Marketing report2 – Sends the weekly marketing performance email. Send Monthly Marketing Report2 – Sends the monthly marketing performance email. Step 3: HubSpot lead analysis** Fetch1 – Fetches leads from HubSpot CRM. Filter Hubspot Leads – Filters leads based on weekly or monthly time range. Summarize Hubspot Leads – Aggregates lead status and lifecycle metrics. Prepare Report Data3 – Prepares CRM summary data for reporting. Step 3.1: CRM reporting & storage** Switch3 – Routes CRM reporting by report type. Send Weekly Marketing report3 – Sends the weekly CRM summary email. Send Monthly Marketing Report3 – Sends the monthly CRM summary email. Code in JavaScript1 – Transforms CRM data for storage. Append or update row in sheet3 – Stores CRM lead performance data in Google Sheets. Switch3 – Routes CRM reporting by report type. Send Weekly Marketing report3 – Sends the weekly CRM summary email. Send Monthly Marketing Report3 – Sends the monthly CRM summary email. Code in JavaScript1 – Transforms CRM data for storage. Append or update row in sheet3 – Stores CRM lead performance data in Google Sheets. Why use this? Automates complex weekly and monthly marketing reporting. Unifies website analytics, ad platforms, and CRM data in one flow. Delivers consistent KPI calculations and insights every run. Maintains historical performance logs in Google Sheets. Scales easily across multiple websites and campaigns.

Automatically identify ICP matches by enriching basic company records with Sona Enrich data—combining web scraping, AI analysis, and the structured attributes that define your ideal customer. Import company domains from a Google Sheet, automatically analyze their websites with AI, enrich them with firmographic data via Sona Enrich, and sync the results to HubSpot—so you can quickly discover and target your ideal customers. How it works Step 1: Data Input & Web Scraping Reads company domains from your Google Sheet Scrapes each website's content via HTTP requests Extracts and cleans HTML content Removes navigation, footers, and noise Step 2: AI Analysis Sends cleaned content to OpenAI Chat Model Extracts structured company intelligence (industry, positioning, features, personas) Captures and analyzes pricing, pros/cons, and value propositions Aggregates all AI results into standardized format Advanced users: You can modify the data that's generated and then add custom fields to HubSpot Step 3: HubSpot Preparation Creates custom fields in HubSpot CRM Prepares AI-extracted data for import Splits aggregated data into individual company records Ready for batch processing Step 4: Enrich & Sync to HubSpot Loops through each company one by one Enriches with the Sona API (firmographics, revenue, employees, funding, and more) Creates company record in HubSpot Formats and populates all custom fields Combines AI insights + Sona data in one complete profile What you'll get The workflow enriches each company record with: Web-Scraped Intelligence**: Business descriptions, features, and positioning directly from their website AI-Analyzed Insights**: Value propositions, target personas, pricing models, and competitive advantages interpreted by AI Firmographic Data**: Company size, employee count, revenue estimates, headquarters location, and more via Sona Enrich Technographic Data**: Technology stack, platforms, and tools the company uses Industry Classification**: Precise industry categorization and market type (B2B/B2C) Funding & Growth**: Investment rounds, funding status, and growth indicators Custom HubSpot Properties**: All data automatically mapped and synced to your CRM for immediate use Why use this Complete intelligence gathering**: Combines three powerful data sources (web scraping, AI, and Sona enrichment) for maximum insight depth Personalize at scale**: Leverage actual company intelligence to craft relevant, informed outreach that resonates Intelligent segmentation**: Build precise account lists by industry, tech stack, business model, or company size Accelerate research**: Eliminate hours of manual company investigation—save 15-30 minutes per prospect Improve conversion**: Engage prospects with context-rich conversations that demonstrate deep understanding Enhanced lead scoring**: Build sophisticated scoring models with comprehensive firmographic and technographic signals Automated updates**: Keep HubSpot records current with scheduled enrichment runs (daily/weekly) Setup instructions Before you start, you'll need: Google Sheet with company websites (column named "Website Domain") OpenAI API key for AI analysis (sign up here) Sona API credentials (get access here) Get an app token from HubSpot by creating a legacy app: Go to HubSpot Settings > Integrations > Legacy Apps Click Create Legacy App Select Private (for one account) In the scopes section, enable the following permissions: crm.schemas.companies.write crm.objects.companies.write crm.schemas.companies.read Click Create Copy the access token from the Auth tab n8n cloud or self-hosted instance Configuration steps: Prepare your data: Create a Google Sheet with a "Website Domain" column and add 2-3 test companies (e.g., example.com) Connect Google Sheets: In the "Get row(s) in sheet" node, authenticate and select your spreadsheet and sheet name Configure web scraping: Update the HTTP Request node with your preferred scraping method or data source URL Set up AI Agent: Add your OpenAI API key and customize the extraction prompt to define which company fields you want (industry, personas, features, etc.) Create HubSpot custom fields: Review the "Create Custom HubSpot Fields" node and adjust property names to match your CRM structure Add Sona credentials: In the "Sona Enrich" node within the loop, authenticate with your Sona API key Connect HubSpot: Authenticate in both "Create a Company" nodes using your HubSpot API key or OAuth2 Map enriched data: In the "Format Custom Properties" node, configure how Sona and AI data maps to your HubSpot fields Test with sample data: Run the workflow with 2-3 test companies and verify records appear correctly in HubSpot with all custom properties populated Add error handling: Configure notifications for failed enrichments or API errors (optional but recommended) Scale and automate: Process your full company list, then optionally add a Schedule Trigger for automatic daily or weekly enrichment

Overview This workflow automates customer outreach for marketing campaigns, including customer prioritization, AI-generated emails, automated sending, reply tracking, and meeting scheduling. How It Works Data Synchronization Customer and campaign data are periodically synchronized from Google Sheets and internal data tables. New customers and campaigns are inserted into the system if they do not already exist. Customer Evaluation and Prioritization Customers are evaluated based on revenue, industry, capital, and location. Each customer is classified into High / Medium / Low priority using AI. Only high-priority customers are selected for campaign outreach. Campaign Detection The workflow checks for new, unsent marketing campaigns. Campaigns marked as already sent are excluded. Personalized Email Generation For each eligible customer, past email history is retrieved. An AI agent generates a personalized campaign email: Uses historical interaction data when available. Uses customer interests and keywords for new customers. Produces a professional, friendly email proposing a meeting. Automated Email Sending Emails are sent automatically via Gmail. Sent emails are logged into the message history database. Campaign status is updated to “sent” after completion. Reply Handling Incoming customer replies are detected via Gmail triggers. Replies are matched with previous messages and stored in the database. AI generates an appropriate follow-up reply when required. Reply Classification and Scheduling Customer replies are classified as Positive / Pending / Negative. If a reply includes scheduling information, meeting details are extracted. Calendar events are automatically created in Google Calendar. Setup Steps Prepare Data Sources Set up Google Sheets for: Customer master data Format includes the following columns: #/メール/ 氏名/ 会社名/ 所在地/ 売上(万円)/ 資本金(万円)/ 業界/関心/ Hubspot同期 Campaign data Format includes the following columns: No / campaign_name / description / sent Prepare internal data tables for: Campaign records Email message histories Create Data table Campaign table: campaign_name: String description: String is_sent: boolean Mail Histories table: customer_email: String email_subject: String message: String reply: String reply_category: String Configure Credentials Google Sheets API Gmail OAuth Google Calendar API HubSpot App Token (for customer synchronization) OpenAI API (for AI agents)

AI-Powered Lead Qualification & Enrichment Pipeline 🎯 Who is this for? This template is perfect for: Marketing Teams** looking to automatically qualify inbound leads from campaigns Sales Teams** wanting to prioritize high-value prospects instantly Agencies** offering lead qualification as a service to clients SaaS Companies** routing trial signups to appropriate nurture sequences B2B Service Providers** scoring and enriching leads from multiple sources 💡 What problem does it solve? Manual lead qualification is slow, inconsistent, and expensive. Sales teams waste hours on unqualified leads while hot prospects go cold. This workflow: Eliminates manual research** - Automatically enriches company data via LinkedIn Scores leads instantly** - AI analyzes 15+ data points to score 0-100 Routes intelligently** - Hot leads get instant alerts, warm leads enter nurture Personalizes outreach** - AI generates custom emails based on company context ⚡ What this workflow does Lead Capture & Validation Captures leads via built-in n8n Form (embeddable on any website) Validates email format and detects business vs personal emails Normalizes data from various field naming conventions Company Enrichment via Apify Uses Google Search to find company's LinkedIn profile Scrapes LinkedIn for industry, size, description, specialties, and more Gracefully skips enrichment for personal emails (Gmail, Yahoo, etc.) AI Lead Qualification (GPT-4.1) Scores leads 0-100 based on buying signals Assigns tier: Hot (80+), Warm (60-79), Cold (40-59), Disqualified (<40) Identifies buyer persona (Decision Maker, Influencer, Champion, etc.) Generates personalized talking points and risk factors Intelligent Routing & Actions Hot Leads**: Instant Slack alert + AI-generated personalized email + HubSpot contact Warm Leads**: Slack notification for nurture sequence Cold Leads**: Logged for future reference All Leads**: Recorded to Google Sheets with full qualification data 🔧 Setup Required Credentials | Service | Purpose | |---------|---------| | OpenAI | AI qualification & email generation | | Apify | Google Search + LinkedIn scraping | Optional Credentials | Service | Purpose | |---------|---------| | Slack | Lead alerts and notifications | | HubSpot | CRM contact creation | | Gmail | Sending personalized emails | | Google Sheets | Lead database logging | Apify Setup Create account at apify.com Get API token from Settings → Integrations Open the Apify HTTP nodes and replace YOUR_API_KEY with the API token obtained in the above step Apify Actors Used Google Search Scraper PPR** (Actor ID: G9PR1B1upfS0mRvp0) - ~$0.004/search LinkedIn Company Scraper PPR** (Actor ID: G9y3V8J1hXYJTf1Ho) - ~$0.02/company Total cost: ~$0.02-0.03 per enriched lead 📊 Lead Scoring Criteria | Score | Tier | What it means | |-------|------|---------------| | 80-100 | 🔥 Hot | Strong buying signals, budget confirmed, urgent timeline | | 60-79 | 🌡️ Warm | Good fit, some buying signals, needs nurturing | | 40-59 | ❄️ Cold | Potential fit but unclear intent | | 0-39 | ⛔ Disqualified | Poor fit, spam, or invalid | 🎨 Customization Modify Form Fields Edit the "Lead Capture Form" node to add/remove fields for your use case. Adjust AI Scoring Edit the system prompt in "AI Lead Qualification" to customize: Score thresholds for your industry Buyer persona definitions Custom qualification criteria Add Integrations Easily extend with: Pipedrive, Salesforce, or other CRMs Email sequences (Mailchimp, ActiveCampaign) SMS notifications (Twilio) Calendar booking (Calendly) 📈 Example Output { "qualification": { "score": 85, "tier": "Hot", "buyerPersona": "Decision Maker", "urgencyLevel": "High" }, "insights": { "keyInsights": [ "VP-level with direct budget authority", "Company in growth phase (51-200 employees)", "Industry aligned with our ICP" ], "talkingPoints": [ "Reference their sustainability focus", "Highlight ROI for mid-market companies" ] } } 🙋 Need Help? Check the sticky notes in the workflow for section-by-section guidance Ensure Apify credentials are properly configured Test with a business email (not Gmail/Yahoo) to see full enrichment Created by Agentical AI - AI Automation Agency specializing in workflow automation and AI solutions.

How it works The workflow triggers on a new checkout event from Shopify and extracts all relevant cart data. It filters carts based on value and age to isolate qualified abandoned checkouts. For each qualified cart, it sends a follow-up email, updates or creates the corresponding HubSpot contact, and generates a CRM note linked to that contact. Finally, it logs the processed cart into Google Sheets for tracking and review. Step-by-step Trigger on new Shopify checkout** Shopify Trigger – Starts the workflow when a new checkout is created. Normalize and structure cart data** Parse Cart Data – Extracts email, customer name, items, cart totals, timestamps, and hours since creation. Filter carts that meet follow-up criteria** Filter Qualified Carts – Passes only carts older than 12 hours and valued above 50. Send follow-up message** Send a message – Delivers a reminder email to the customer about the pending checkout. Create or update CRM contact** Create or update a contact – Ensures the shopper exists as a HubSpot contact. Prepare CRM note details** Generates Note Data – Builds a structured note containing timing, cart details, and follow-up context. Create the HubSpot note** Create HubSpot Note – Submits the prepared note to HubSpot’s CRM. Associate note with the contact** Associate Note with Contact in HubSpot – Links the generated note to the correct HubSpot contact. Record activity in tracker sheet** Log to Google Sheets – Appends processed cart fields including items, totals, timestamps, and customer info. Why use this? Identifies high-value or long-abandoned carts automatically and follows up without manual effort. Keeps CRM records updated and adds contextual notes sales teams can act on. Maintains a structured audit trail of every abandoned cart interaction. Improves recovery chances by combining email outreach with CRM enrichment and logging. Enables analysis of abandoned checkout patterns directly from Google Sheets.

✔ Short Description Automate your lead qualification pipeline — capture Typeform Webhook leads, enrich with APIs, score intelligently, and route to HubSpot, Slack, and Sheets in real-time. 🧩 Description Automate your lead management pipeline from form submission to CRM enrichment and routing. This workflow intelligently processes Typeform Webhook submissions, enriches leads using Hunter.io and Abstract API, scores them with dynamic logic, and routes them into HubSpot while keeping your sales team and tracking sheets up to date. It’s a full-stack automation designed to turn raw form submissions into prioritized, qualified CRM-ready leads — without manual intervention. 💡 Who’s it for Marketing teams managing inbound leads from web forms Sales operations teams that qualify and route leads CRM administrators automating lead data entry and scoring Automation professionals building data enrichment systems ⚙️ How it works / What it does Trigger: Receives new Typeform Webhook submissions via Webhook. Data Extraction: Parses name, email, and company info. Email Verification: Validates email deliverability with Hunter.io. Company Enrichment: Fetches company data (industry, size, country) using Abstract API. Lead Scoring Logic: Calculates a lead score and assigns a tier (Hot / Warm / Cold). Conditional Routing: Hot Leads (≥70) → Sent to HubSpot as Qualified. Warm/Cold Leads (<70) → Sent to HubSpot as Nurture stage. Revalidation Loop: Waits (e.g., 3 days) → Rechecks Nurture leads in HubSpot. Logs them to Google Sheets and alerts your Slack channel. 🧰 How to set up Connect accounts: Typeform Webhook (for inbound lead capture) Hunter.io (API key for email verification) Abstract API (for company enrichment) HubSpot (via OAuth2 credentials) Slack (for notifications) Google Sheets (for logging) Customize the Webhook URL inside your Typeform Webhook integration. Replace API keys with your own (Hunter.io, Abstract). Adjust scoring logic inside the Lead Scoring & Routing Logic node to fit your business. Set Wait duration (default: 10 seconds for testing → change to 3 days for production). Activate the workflow and test it with a sample form submission. 🔧 Requirements Typeform account with webhook capability Hunter.io account + API key Abstract API account + API key HubSpot account with OAuth2 credentials Slack workspace & channel Google Sheets integration 🎨 How to customize the workflow Scoring rules:** Modify the “Lead Scoring & Routing Logic” node to adjust how points are calculated (e.g., country, industry, employee size). CRM target:** Replace HubSpot nodes with another CRM (e.g., Pipedrive, Salesforce). Notification channel:** Swap Slack for Email, Discord, or MS Teams. Data source:** Replace Typeform Webhook with another trigger like Webflow Forms, Airtable, or custom API input. Tracking:** Add Google Analytics or Notion API for additional reporting. 🧭 Summary End-to-end lead automation workflow that combines form data, enrichment APIs, CRM updates, and Slack alerts into one intelligent system. Ideal for any team looking to centralize and qualify leads automatically — from submission to sales. 🧑‍💻 Creator Information Developed by: Adem Tasin 🌐 Website: ademtasin 💼 LinkedIn: Adem Tasin

How it Works This workflow automates the entire lead qualification process from form submission to personalized follow-up. When a prospect fills out your JotForm, the workflow instantly captures their information, runs it through an intelligent scoring algorithm that evaluates email domain, company size, budget, and timeline to assign a lead score (0-100 points). Based on the score, leads are automatically categorized as Hot (75+), Warm (50-74), or Cold (0-49) and routed accordingly. Hot leads trigger immediate notifications to your sales team via Slack with full contact details and qualification notes, while warm and cold leads are routed to marketing for nurture campaigns. All leads are simultaneously logged to HubSpot CRM with custom properties and Google Sheets for tracking and reporting. The workflow then generates personalized follow-up emails based on the lead tier—urgent, action-oriented messages for hot leads and educational, resource-focused content for others—and sends them automatically via SMTP. The entire process takes seconds from form submission to follow-up, eliminating manual data entry and ensuring no lead falls through the cracks. Who is this for? Sales and marketing teams drowning in manual lead qualification and data entry Startups and SMBs needing to respond to leads instantly without a large sales team Revenue operations professionals looking to improve lead routing and response times Anyone using JotForm for lead generation who wants automated CRM integration Setup Steps Setup time: Approx. 20-30 minutes (credential configuration, field mapping, template customization) Requirements: JotForm account with an active lead capture form HubSpot CRM account Google account with a tracking spreadsheet Slack workspace SMTP email provider (Gmail, SendGrid, etc.) Configure your JotForm to collect: Name, Email, Company, Phone, Company Size, Budget Range, and Implementation Timeline. Set up these nodes: JotForm Trigger: Connect your JotForm account and select your lead capture form. Extract & Format Lead Data: Map your JotForm field names to workflow variables. AI Lead Scoring: Review and adjust scoring weights if needed (optional). Route by Lead Quality: Automatically splits leads based on score thresholds. Add to HubSpot CRM: Connect HubSpot and create required custom properties (lead_score, lead_tier, budget_range, company_size, timeline). Log to Google Sheets: Connect Google account, select spreadsheet, and ensure column headers match. Slack Notifications: Connect workspace and select channels for hot leads (sales) and warm/cold leads (marketing). Generate Personalized Email: Customize email templates for each lead tier. Send Email: Configure SMTP credentials and sender information. Credentials must be entered into their respective nodes for successful execution. Customization Guidance Scoring Algorithm:** Adjust point values for email domain (25), company size (30), budget (25), and timeline (20) in the AI Lead Scoring node based on your priorities. Lead Tier Thresholds:** Modify the 75-point hot lead threshold and 50-point warm lead threshold to match your lead quality distribution. Email Templates:** Edit the JavaScript in the Generate Personalized Email node to include your calendar links, case studies, and value propositions. Field Mapping:** Update the Extract & Format Lead Data node if your JotForm uses different field names. CRM Customization:** Replace HubSpot with Salesforce, Pipedrive, or any other CRM that n8n supports. Notification Channels:** Add additional Slack channels, Microsoft Teams, or SMS notifications via Twilio for different routing scenarios. Additional Enrichment:** Insert data enrichment nodes (Clearbit, Hunter.io) between scoring and CRM creation for enhanced lead profiles. Once configured, this workflow will automatically qualify, score, route, and follow up with every lead—reducing response time from hours to seconds and eliminating manual data entry entirely. Built by Daniel Shashko Connect on LinkedIn

This n8n template demonstrates how to use AI to capture, qualify, and route inbound leads automatically from email or web forms. It extracts key business information using AI, scores the lead based on your ideal customer profile, creates CRM records, notifies your team on Slack, and logs all activity—including failures—to Google Sheets. Use cases include: automating sales inboxes, qualifying form leads for agencies or SaaS products, routing high-fit prospects to the right territory owner, and keeping your sales and ops teams aligned without manual data entry. Good to know The OpenAI model is used for lead data extraction and will incur a small cost per run depending on volume. This workflow supports either Salesforce or HubSpot as the CRM system—select which one in the configuration node. You’ll need valid credentials for Gmail (or another email service), OpenAI, Slack, Google Sheets, and your chosen CRM before running. How it works Triggers: A Gmail trigger polls for new inbound emails. A Webhook node receives submissions from any online form. Both sources merge into a single pipeline. Validation: Incoming data is checked for required fields (email or text). Invalid entries are routed to the Dead Letter Queue (DLQ) for review. AI Extraction: The OpenAI node extracts structured fields like company name, size, industry, role, region, problem statement, and budget signals from free-form text. Parsing & Scoring: The AI output is parsed, then a code node calculates a 0–100 lead score based on transparent criteria—industry, size, role, problem clarity, and budget mentions. It also assigns a lead tier (Hot, Warm, Cold, Unqualified). CRM Routing: Depending on your configuration, the workflow creates a Salesforce lead (default) or can be easily adapted for HubSpot. Territory or CRM owner routing can be extended here. Slack Notification: A rich Slack message summarizes the lead score and reasoning and includes a “Create intro email” button for quick action. Logging: All successful leads are logged to Google Sheets for reporting. Any failed or invalid leads are logged separately to the DLQ tab for auditing. How to use Configure your credentials for Gmail, OpenAI, Slack, Google Sheets, and your CRM. Open the Workflow Configuration node and fill in your target industries, buyer roles, company size, Slack channel ID, Google Sheets URL, and CRM choice. Create corresponding tabs in your Google Sheet for Leads and DLQ. Test by sending a sample email or form submission, then watch the workflow extract, score, route, and notify automatically. Requirements OpenAI account for text extraction Gmail (or other email provider) for the email trigger Slack for lead notifications Google Sheets for logging leads and DLQ entries Salesforce or HubSpot account for CRM integration Customizing this workflow This template can be expanded in many ways: Add HubSpot routing on the first Switch output. Integrate a Slack button handler to auto-generate intro emails. Add retry and backoff logic for resilience. Modify the scoring rubric in the code node to match your unique ICP. Connect additional sources, such as LinkedIn forms or landing page builders, for omnichannel lead capture.

SignSnapHome to Multi-CRM Auto Follow-up: Complete Real Estate Open House Automation Transform Your Open House Leads into Clients with Zero Manual Work Are you tired of manually entering open house visitor information into your CRM? Losing hot leads because you didn't follow up fast enough? This powerful n8n workflow automatically syncs every SignSnapHome open house sign-in to three major real estate CRMs and executes a customizeable 7-day follow-up sequence via email and SMS. Setup Video Here 🎯 What This Workflow Does This automation creates a complete, hands-free lead nurturing system for real estate agents using SignSnap Home for open house visitor management. Every time someone signs in at your open house, this workflow: Instantly captures all visitor data from SignSnap Home via webhook Intelligently scores each lead based on agent status and property interest Automatically syncs contact information to three CRMs simultaneously: HubSpot - For marketing automation and pipeline management Follow Up Boss - For real estate-specific lead management Monday.com - For team collaboration and task tracking Logs everything to Google Sheets for complete audit trail and reporting Sends personalized follow-ups over 7 days for qualified leads: Day 0: Immediate thank you email Day 2: SMS text message check-in Day 5: Market update email with consultation offer Day 7: Automatic task created in HubSpot for agent to call 🔥 Key Features Smart Lead Qualification Not all open house visitors are equal. This workflow automatically identifies qualified leads who receive the full follow-up sequence: ✅ Visitors who don't currently have a real estate agent ✅ Visitors who have an agent but haven't signed a buyer agreement Leads who already have representation get the basic treatment (thank you email + CRM sync) to respect existing relationships while still capturing their information for future opportunities. Multi-CRM Distribution Why limit yourself to one CRM? This workflow syncs to three platforms simultaneously: HubSpot**: Creates/updates contacts with full lead scoring and property visit history Follow Up Boss**: Adds leads with source attribution and detailed notes Monday.com**: Creates board items for team visibility and collaboration Complete Activity Tracking Every touchpoint is logged to Google Sheets across three tabs: Lead Master Log**: Complete record of every visitor with lead scores and qualification status Follow-up Activity**: Timestamp of every email, SMS, and task created Errors**: Captures any visitors without email addresses for manual follow-up TCPA-Compliant SMS Follow-up Automated SMS messaging via Twilio includes: Proper consent tracking (via open house sign-in) "Reply STOP to unsubscribe" compliance footer Personalized messaging based on agent status Complete activity logging for audit trail 💼 Perfect For Real Estate Agents** using SignSnap Home for open house management Real Estate Teams** who need centralized lead tracking across multiple CRMs Brokerages** wanting to standardize follow-up processes across agents Property Marketing Teams** managing multiple open houses simultaneously 🛠️ What You'll Need Required Accounts & Credentials: SignSnapHome account with webhook integration enabled HubSpot account (Free or paid tier) with API access Follow Up Boss account with API key Monday.com account with API token Twilio account with SMS-enabled phone number SMTP Email service (Gmail, SendGrid, etc.) Google Sheets with OAuth2 access Technical Requirements: Active n8n instance (cloud or self-hosted) Basic familiarity with n8n workflows 30 minutes for initial setup and credential configuration 📊 Lead Scoring Algorithm This workflow includes intelligent lead scoring to help you prioritize follow-up: Base Score: 50 points Scoring Adjustments: No real estate agent: +30 points (HOT lead!) Property rating 4-5 stars: +20 points Property rating 1-2 stars: -20 points No buyer agreement signed: +10 points Lead Status Categories: 70-100 points**: HOT 🔥 50-69 points**: WARM 40-49 points**: OPEN 0-39 points**: COLD The Day 7 follow-up task is automatically prioritized as HIGH for leads scoring 70+ points. 🚀 Setup Overview Step 1: Import Workflow Download this workflow JSON and import it into your n8n instance. Step 2: Configure Credentials Set up authentication for all seven services: HubSpot OAuth2 or API Token Follow Up Boss HTTP Basic Auth (API key as username) Monday.com API Token Twilio API credentials SMTP email settings Google Sheets OAuth2 Step 3: Create Google Sheets Structure Create one Google Sheet with three tabs: Tab 1: "Lead Master Log" Timestamp First Name Last Name Email Phone Property Lead Score Lead Status Has Agent Buyer Agreement Qualifies for Follow-up Source Tab 2: "Follow-up Activity" Timestamp Contact Email Contact Name Activity Type Message Property Success Notes Tab 3: "Errors" Timestamp Guest Name Property Phone Error Reason Step 4: Update Placeholders Replace these values in the workflow nodes: YOUR_GOOGLE_SHEET_ID_HERE - Your Google Sheet ID (or select manually) [email protected] - Your from email address YOUR_TWILIO_PHONE_NUMBER - Your Twilio phone number (format: +15551234567) YOUR_MONDAY_BOARD_ID - Your Monday.com board ID Step 5: Configure SignSnap Home Activate the workflow in n8n Copy the webhook URL Go to SignSnapHome.com → Settings → Integrations Paste webhook URL and enable "Send on each submission" Step 6: Test! Have someone sign in at your next open house (or use test mode) and watch the magic happen! 📈 Expected Results Time Savings: 15-20 minutes per open house visitor (data entry, CRM updates, follow-up scheduling) Response Rate Improvements: Immediate thank you email: Builds rapport instantly Day 2 SMS: 98% open rate (vs 20-30% for email) Day 5 market update: Re-engages interested prospects Day 7 agent call task: Ensures no lead falls through cracks, make sure you set up your crm or change this to a simple notification node. Conversion Rate Impact: Many agents report 2-3x increase in open house visitor conversions with automated follow-up vs manual processes. 🎨 Customization Ideas This workflow is designed to be easily customizable: Adjust Follow-up Timing Change Wait node durations (Day 2 → Day 1, Day 5 → Day 3, etc.) Add more touchpoints (Day 10, Day 30, Day 90) Remove SMS and use email-only sequence Modify Lead Scoring Edit the JavaScript code in "Parse SignSnap Data" node Add new scoring criteria (property price range, visit duration, etc.) Change threshold values for HOT/WARM/COLD status Expand CRM Coverage Add Salesforce using HTTP Request node Include Pipedrive (native node available) Connect Zoho CRM (native node available) Add your brokerage's proprietary CRM via API Enhance Email Content Add property photos and listing details Include market statistics and neighborhood data Embed video tours or agent introduction videos Add social proof (testimonials, recent sales) Create Property-Specific Sequences Use IF nodes to branch by property address Send different messaging per listing Customize follow-up based on price range Include neighborhood-specific content 🔐 Compliance & Privacy This workflow is designed with real estate compliance in mind: TCPA Compliance (SMS): Consent established via open house sign-in "Reply STOP to unsubscribe" included in all messages Complete activity logging for audit trail Business relationship already established CAN-SPAM Compliance (Email): Easy unsubscribe mechanism Clear sender identification Accurate subject lines Business address included Data Privacy: No data stored in n8n workflow memory All data passed through encrypted connections CRM platforms handle data retention per their policies Google Sheets can be restricted to specific users 🆘 Troubleshooting "No email address" errors Make email required in SignSnap Home form settings Check "Errors" tab in Google Sheet for missed leads Follow up manually via phone using logged information CRM sync failures Verify all API credentials are current and not expired Check API rate limits (especially HubSpot free tier) Review execution logs in n8n for specific error messages SMS not sending Confirm Twilio account has sufficient balance Verify phone number format: +1XXXXXXXXXX (E.164 format) Check that recipient's country allows SMS from your Twilio number Ensure phone number was captured in SignSnap Home Wait nodes not resuming Confirm workflow is ACTIVE (not just saved) Check n8n queue system is running properly Verify execution mode settings allow waiting executions 📚 Additional Resources SignSnap Home: Website: https://signsnaphome.com Documentation: Contact SignSnap Home support Webhook setup guide: Available in app settings n8n Documentation: Webhook nodes: https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.webhook/ Wait node: https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.wait/ Code node: https://docs.n8n.io/code-examples/ CRM API Documentation: HubSpot: https://developers.hubspot.com/ Follow Up Boss: https://docs.followupboss.com/ Monday.com: https://developer.monday.com/ 🌟 Success Story "Before this automation, I was spending 30+ minutes after every open house manually entering contacts into HubSpot, then setting reminders to follow up. Now it's completely hands-free. The SMS follow-up on Day 2 alone has doubled my response rate. Best workflow I've ever implemented!" 🚦 Next Steps Download this workflow from the n8n Creator Hub Import into your n8n instance Follow the setup guide in the sticky notes Test with a sample submission before your next open house Monitor results in your Google Sheets activity log Customize and optimize based on your response rates 💡 Pro Tips A/B test your messaging**: Duplicate the workflow and test different email subject lines or SMS wording Track conversion rates**: Add a "Converted" column to your Google Sheet and update it when leads become clients Segment by property**: Use IF nodes to send different follow-up sequences for luxury vs starter homes Add social media enrichment**: Connect Clearbit or Hunter.io to automatically find LinkedIn profiles Create dashboard reports**: Connect Google Sheets to Data Studio for visual analytics 📞 Support For workflow-specific questions, please comment on this workflow in the n8n Creator Hub. For SignSnap Home account issues, contact SignSnap Home support directly. For CRM-specific questions, consult each platform's documentation linked above. 🏷️ Tags real-estate open-house crm-automation lead-nurturing sms-marketing email-automation hubspot follow-up-boss monday.com twilio google-sheets webhook multi-crm lead-scoring signsnap-home Version: 1.0 Last Updated: January 2025 Compatibility: n8n v1.0+ License: MIT Built with ❤️ for the real estate community. Questions or improvements? Drop a comment below!

How it works This workflow captures new leads from Typeform, instantly checks if their budget is above $5,000, and prioritizes them for faster sales follow-up. High-budget leads are enriched in HubSpot as contacts with detailed properties, and a priority task is created for the sales team. Leads are then routed based on their source (Facebook or SurveyMonkey), logged into Google Sheets for marketing or campaign tracking, and finally, a Slack notification is sent to alert the team in real time. Step-by-step Capture & Qualify Leads The workflow triggers on new Typeform submissions. It evaluates the budget field to identify high-priority leads (>$5,000). CRM Enrichment High-priority leads are automatically created or updated as contacts in HubSpot. A priority follow-up task is logged in HubSpot with the lead’s budget details. Source-Based Routing If the lead comes from Facebook or SurveyMonkey, their details are logged in a Google Sheet. This ensures marketing and campaign teams can analyze and track leads separately. Team Notifications Once logged, the workflow sends a Slack message to the sales/marketing channel. The message includes the lead’s name, email, phone, budget, and source, ensuring instant visibility for follow-up. Why use this? Automatically qualifies high-value leads based on budget. Syncs lead details seamlessly with HubSpot CRM. Routes leads by source for better campaign tracking. Keeps sales and marketing teams aligned with real-time Slack alerts. Cuts down manual effort, ensuring faster response times and higher conversion rates.

How it works This workflow starts whenever a new lead submits a Typeform. It captures the lead’s details, checks their budget, and routes them based on priority and source. High-budget leads are pushed into HubSpot with a follow-up task for sales. Facebook leads are logged in Google Sheets for marketing, while SurveyMonkey leads are stored in Airtable for campaign tracking. Finally, every lead receives an automated Gmail acknowledgment to confirm receipt and set expectations. Step-by-step Capture Leads The workflow listens for new form responses from Typeform. Each lead’s details — name, email, phone, budget, and message — are captured for processing. Prioritize High-Budget Leads The budget field is checked. If the budget is greater than $5,000 → the lead is flagged as high priority. These leads are added or updated in HubSpot CRM. A priority follow-up task is created in HubSpot for the sales team. Route by Lead Source If the source is Facebook → the lead is logged in a Google Sheet for marketing analysis. If the source is SurveyMonkey → the lead is stored in Airtable for structured campaign tracking. Send Auto-Response After storage, every lead receives an automated Gmail reply. The email thanks them for their interest and assures them that the sales team will follow up within 24 hours. Why use this? Captures and organizes leads from multiple channels in one workflow. Flags and escalates high-budget leads instantly to sales. Routes leads to the right system (HubSpot, Google Sheets, Airtable) based on their source. Automates acknowledgment emails, improving response time and customer experience. Saves manual effort by centralizing lead capture, qualification, and routing in one place.

How it works This workflow automates the handling of new lead responses received in Gmail. It captures emails with a specific label, analyzes the message using AI to determine sentiment, intent, urgency, next action, and priority, and then decides whether follow-up is needed. If required, it creates tasks in HubSpot, notifies the sales team via Slack, and logs all details into Google Sheets for tracking. Step-by-step Trigger on New Lead Email Workflow starts whenever a new email with a defined Gmail label arrives. Captures the sender’s email, subject, message snippet, and timestamp. Normalize Email Data Standardizes Gmail fields into structured values: leadEmail (sender’s address) subject (email subject) message (email content snippet) source (Gmail) receivedAt (timestamp) AI-Powered Lead Analysis Uses OpenAI to analyze the lead’s message. Extracts: Sentiment (Positive / Neutral / Negative) Intent (Interested, Not Interested, Needs Info, Ready to Buy, Objection) Urgency (High / Medium / Low) Next Action (Call, Email, Demo, Quote, No Action) Summary (1–2 sentence description) Priority (Hot / Warm / Cold) Parsed results are merged with the original email data. Flags are added: needsFollowUp (true/false) isHighPriority (true/false) Decision: Needs Follow-Up? If AI suggests a follow-up action, the workflow continues. Otherwise, the process stops here. Create HubSpot Task Automatically creates a HubSpot CRM task for the sales team. Task includes email subject, body, and lead details. Notify Sales Team on Slack Sends a formatted message to Slack with key lead insights: Summary Lead email Priority Urgency Date of analysis Log Lead Data to Google Sheets Appends structured data to Google Sheets for record-keeping. Stores all fields: Email, Date, Subject, Message, Sentiment, Intent, Urgency, Next Action, Summary, and Priority. Why use this? Automates lead triage directly from Gmail. Saves time by using AI-powered analysis instead of manual review. Ensures no potential lead is missed by logging into Google Sheets. Provides instant sales team alerts on high-priority leads. Integrates seamlessly with HubSpot CRM for structured follow-up. Keeps your sales pipeline efficient, organized, and proactive.

How it works This workflow starts whenever a new lead is submitted through Typeform. It cleans and stores the raw lead data, checks if the email is business-related (not Gmail), and then uses AI to enrich the lead with company details. After enrichment, the workflow scores the lead with AI, updates your HubSpot CRM, and saves everything neatly into Google Sheets for tracking and reporting. Step-by-step Capture New Lead Triggered by a new Typeform submission. Collects basic details: Name, Email, Phone, and Message. Saves raw lead data into a Google Sheet for backup. Stores the basic info in Airtable (avoids duplicates by email). Format & Filter Leads Formats the incoming data into a clean structure. Filters out non-business emails (e.g., Gmail) so only qualified leads continue. Enrich Company Information Uses AI (GPT-4o-mini) to enrich the lead’s company data based on email domain. Returns details like: Company Name, Industry, Headquarters, Employee Count, Website, LinkedIn, and Description. Merges this information with the original lead profile and adds metadata (timestamp, workflow ID). Score the Lead AI analyzes the enriched profile and assigns a lead score (1–10). Scoring considers industry fit, company size, contact source, and domain reputation. Update CRM & Sheets Sends the enriched lead with score to HubSpot CRM. Updates company details, contact info, and custom properties (lead_score, LinkedIn, description). Logs the fully enriched lead in a Google Sheet for tracking. Why use this? Automatically enriches and scores every incoming lead. Filters out low-value (non-business) emails before wasting CRM space. Keeps HubSpot CRM up to date with the latest company and contact info. Maintains both raw and enriched lead data in Google Sheets for easy reporting. Saves your team hours of manual research and ensures consistent, AI-driven lead qualification.

How it works This workflow starts whenever you add a new company name to a Google Sheet. It checks if the company name is filled in, then uses AI to find more details about the company like industry, size, location, and website. Next, it looks for the company in your HubSpot CRM. If the company is not there, it adds it automatically. Finally, it updates the Google Sheet with all the new company information so you have everything organized in one place. Step-by-step Start with Google Sheets The workflow watches your Google Sheet for new company names. It ignores any empty or incomplete entries. Get Company Details Uses AI (OpenAI GPT-4o-mini) to find more information about the company. Formats the AI results so they can be used easily. Check and Update HubSpot Searches your HubSpot CRM to see if the company already exists. If the company is new, it creates a record in HubSpot with the AI details. Save Everything in Google Sheets Prepares the enriched data for saving. Adds or updates the company information in the Google Sheet for easy tracking. Why use this? Automatically adds useful company info without manual work. Keeps your CRM clean by avoiding duplicates. Stores all updated company details in one place for easy access. Runs smoothly in the background without you needing to do anything after setup.

🚀 What this template does Automatically finds and enriches key contacts in a deal’s buying group by combining the company domain from the HubSpot deal with the buying group criteria you define (departments, seniorities, countries, job titles). It then pushes these contacts into HubSpot and emails your team a clean summary with direct HubSpot links—so no decision-maker falls through the cracks. Before starting, make sure you have: Buying Group Criteria Excel – Contains two sheets: Buying group reference values (reference list) Your Buying Group Criterias (where you define your filters) You’ll import the Excel file into Google Sheets during setup. ❓ What Problem Does This Solve? When a new opportunity/deal is created, sales teams often miss adjacent decision-makers (e.g., VP Sales, Head of Marketing). This template searches for those people, enriches their contact data, adds/updates them in HubSpot, and notifies your team with a one-glance table. 🧰 Prerequisites: To use this template, you’ll need: A self-hosted or cloud instance of n8n A Surfe API Key (Bearer token for People Search & Bulk Enrich) A Google Sheets account (OAuth2 or service account) with access to your criteria sheet A HubSpot developer account (for the HubSpot Deal Trigger) A HubSpot normal account (where there is your deals, contacts, companies) A Gmail account to send the enrichment summary email The workflow JSON file (included with this tutorial) Buying Group Criteria Excel (included with this tutorial) 📌 Your input (Google Sheets) This workflow uses a Google Sheet with two tabs: Buying group reference values – A read-only reference list of all available options for the departments and seniorities columns. You’ll use this list to choose your search filters. Your Buying Group Criterias – The sheet where you define the actual filters used in the workflow. ⚠️ Before you start: Import the provided Excel file into your Google Sheets account so both tabs appear exactly as in the template. How to fill it the tab “Your Buying Group Criterias”: departments (Column A) → Select one or more values from the reference tab. Only rows containing a value will be used in the search. seniorities (Column B) → Select one or more values from the reference tab. Only rows containing a value will be used in the search. countries (Column C) → Enter any ISO Alpha-2 country codes (e.g., fr, gb, de). This is a free-text filter. jobTitles (Column D) → Enter any job title keywords you want to search for (e.g., CTO, Head of Marketing). This is also a free-text filter. The workflow will read the filled cells from each column, clean duplicates, and pass them to the Surfe People Search API. ⚙️ Setup Instructions 4.1 🔐 Create Your Credentials in n8n 4.1.1 📊 Google Sheets OAuth2 API Go to n8n → Credentials Create new credentials: Type: Google Sheets OAuth2 API Here a pop-up will open where you can login to your Google account from where you will read the Google Sheets When it’s done you should see this on n8n 4.1.2 📧 Gmail OAuth2 API Go to n8n → Credentials Create new credentials: Type: Gmail OAuth2 API A pop-up window will appear where you can log in with your Google account that is linked to Gmail Make sure you grant email send permissions when prompted 4.1.3 🚀 Surfe API In your Surfe dashboard → Use Surfe Api → copy your API key Go to n8n → Credentials → Create Credential Choose Credential Type: Bearer Auth Name it something like SURFE API Key Paste your API key into the Bearer Token Save 4.1.4 🎯 HubSpot OAuth2 API Go to n8n → Credentials → Create Credential → HubSpot Oauth2 API Here make sure to select your normal hubspot account where your companies, deals and contacts are and not the hubspot-developers-xxx.com Done ✅ 4.1.5 🔓 HubSpot Private App Token Go to HubSpot → Settings → Integrations → Private Apps Create an app with scopes: crm.objects.contacts.read crm.objects.contacts.write crm.schemas.contacts.read Save the App token Go to n8n → Credentials → Create Credential → HubSpot App Token Paste your App Token 4.1.6 🎯 HubSpot Developer Api: In order to Use the HubSpot Trigger node, you need to setup HubSpot Developer Api To configure this credential, you'll need a HubSpot developer account and: A Client ID: Generated once you create a public app. A Client Secret: Generated once you create a public app. A Developer API Key: Generated from your Developer Apps dashboard. An App ID: Generated once you create a public app. To create the public app and set up the credential: Log into your HubSpot app developer account. Select Apps from the main navigation bar. Select Get HubSpot API key. You may need to select the option to Show key. Copy the key and enter it in n8n as the Developer API Key. Still on the HubSpot Apps page, select Create app. On the App Info tab, add an App name, Description, Logo, and any support contact info you want to provide. Anyone encountering the app would see these. Open the Auth tab. Copy the App ID and enter it in n8n. Copy the Client ID and enter it in n8n. Copy the Client Secret and enter it in n8n. In the Scopes section, select Add new scope. Add all the scopes listed in Required scopes for HubSpot Trigger node to your app. Select Update. Copy the n8n OAuth Redirect URL and enter it as the Redirect URL in your HubSpot app. Select Create app to finish creating the HubSpot app. Refer to the HubSpot Public Apps documentation for more detailed instructions. You should see this on n8n at the end. ✅ You are now all set for the credentials 4.2 📥 Import and Configure the N8N Workflow Import the provided JSON workflow into N8N Create a New Blank Workflow click the … on the top left Import from File 4.2.1 🔗 Link Nodes to Your Credentials In the workflow, link your newly created credentials to each node of this list : Google Sheets -> Credentials to connect with → Google Sheets Account Gmail Node Credentials to connect with → Gmail account HubSpot: Create or Update →Credentials to connect with → Huspot App Token Account HubSpot Get Company →Credentials to connect with → Huspot App Token Account HubSpot get deal →Credentials to connect with → Huspot App Token Account HubSpot Trigger →Credentials to connect with → Huspot Developer account HTTP Node GET deal associated companies from HUBSPOT → Credential Type → Hubspot OAuth2 API Surfe HTTP nodes: Authentication → Generic Credential Type Generic Auth Type → Bearer Auth Bearer Auth → Select the credentials you created before Surfe HTTP nodes 4.2.2 🔧 Additional Setup for the node Google Sheets READ CRITERIAS: Paste the url of your google sheets in Document → By URL Select the sheet Your Buying Group Criterias 🔄 How This N8N Workflow Works A new deal is created in HubSpot, which triggers the workflow. The workflow retrieves the company domain linked to that deal. It reads the buying group criteria from your Google Sheet (departments, seniorities, countries, job titles). These criteria are combined with the company domain to create a search payload for Surfe’s People Search API (limited to 200 people per run). Matching contacts are then sent to Surfe’s Bulk Enrichment API to retrieve emails, phone numbers, and other details. n8n polls Surfe until the enrichment job is complete. Enriched contact data is extracted and filtered so that only contacts with at least one valid email or phone number remain. These contacts are created or updated in HubSpot. Finally, a Gmail summary email is sent to your team with a clean table of the new or updated contacts and direct links to view them in HubSpot. 🧩 Use Cases Net-new deal created → instantly surface the rest of the buying group and enrich contacts. 🛠 Customization Ideas 🔁 Add retry logic for failed Surfe enrichment jobs 📤 Log enriched contacts into a Google Sheet or Airtable for auditing 📊 Extend the flow to generate a basic summary report of enriched vs rejected contacts ⏳ Trigger the enrichment not only on deal creation but also at a specific deal stage change 📧 Send the summary email to multiple recipients or a team mailing list ✅ Summary This template automates buying-group discovery and enrichment off a new HubSpot deal, writes enriched contacts back to HubSpot, and emails a neat table to your team—so reps focus on outreach, not admin. Import it, connect credentials, point at your criteria sheet, and Let Surfe do the rest.

How it works This workflow enriches and personalizes your lead profiles by integrating HubSpot contact data, scraping social media information, and using AI to generate tailored outreach emails. It streamlines the process from contact capture to sending a personalized email — all automatically. The system fetches new or updated HubSpot contacts, verifies and enriches their Twitter/LinkedIn data via Phantombuster, merges the profile and engagement insights, and finally generates a customized email ready for outreach. Step-by-step Trigger & Input HubSpot Contact Webhook: Fires when a contact is created or updated in HubSpot. Fetch Contact: Pulls the full contact details (email, name, company, and social profiles). Update Google Sheet: Logs Twitter/LinkedIn usernames and marks their tracking status. Validation Validate Twitter/LinkedIn Exists: Checks if the contact has a valid social profile before proceeding to scraping. Social Media Scraping (via Phantombuster) Launch Profile Scraper & 🎯 Launch Tweet Scraper: Triggers Phantombuster agents to fetch profile details and recent tweets. Wait Nodes: Ensures scraping completes (30–60 seconds). Fetch Profile/Tweet Results: Retrieves output files from Phantombuster. Extract URL: Parses the job output to extract the downloadable .json or .csv data file link. Data Download & Parsing Download Profile/Tweet Data: Downloads scraped JSON files. Parse JSON: Converts the raw file into structured data for processing. Data Structuring & Merging Format Profile Fields: Maps stats like bio, followers, verified status, likes, etc. Format Tweet Fields: Captures tweet data and associates it with the lead’s email. Merge Data Streams: Combines tweet and profile datasets. Combine All Data: Produces a single, clean object containing all relevant lead details. AI Email Generation & Delivery Generate Personalized Email: Feeds the merged data into OpenAI GPT (via LangChain) to craft a custom HTML email using your brand details. Parse Email Content: Cleans AI output into structured subject and body fields. Sends Email: Automatically delivers the personalized email to the lead via Gmail. Benefits Automated Lead Enrichment — Combines CRM and real-time social media data with zero manual research. Personalized Outreach at Scale — AI crafts unique, relevant emails for each contact. Improved Engagement Rates — Targeted messages based on actual social activity and profile details. Seamless Integration — Works directly with HubSpot, Google Sheets, Gmail, and Phantombuster. Time & Effort Savings — Replaces hours of manual lookup and email drafting with an end-to-end automated flow.

How it works This workflow enhances contact intelligence by retrieving new or updated contact data, enriching it using AI and external APIs, and then updating your CRM or contact management system with intelligent insights. It automates the process of gathering, enriching, and organizing contact information to improve targeting, personalization, and engagement. Step-by-step Trigger & Input The workflow is triggered by a scheduler or webhook event. It reads a new contact entry (or an updated one) from your source, such as a spreadsheet or form. Basic fields like name, email, and company are used as the starting point for enrichment. Contact Lookup & Parsing The contact's domain or company is extracted and used to perform a lookup via an external data source. Data such as company details, job title, or LinkedIn profile is retrieved. Parsed and cleaned to remove duplicates, missing values, or invalid results. AI Enrichment The enriched contact is passed through an AI model (such as GPT or another NLP service). The model analyzes job role, seniority, and inferred interests based on available data. Insights like intent, persona category, or engagement score are generated. Validation & Tagging The AI-enriched data is validated to ensure consistency and accuracy. Tags and segments (e.g., "Decision Maker", "Technical Buyer", etc.) are assigned based on rules or AI inference. This enables smart filtering, targeting, and routing later in your CRM or campaigns. Output & Integration The final enriched and validated contact is written back to your CRM, sheet, or marketing platform. The system also: Sends a Slack/Email alert with a summary. Updates the original contact entry with a "Processed" or "Enriched" status. Triggers next steps, such as personalized outreach or nurture sequences. Benefits Enhances Contact Profiles with AI-generated insights and third-party data. Improves Segmentation & Targeting through smart tags and persona classification. Automates Manual Research, saving time and improving accuracy. Easily Extendable by adding more AI models, data sources, or CRM integrations.

Sales Pipeline Automation Dashboard with AI Lead Intelligence 🎯 Target Audience Sales managers and team leads Business development representatives Marketing teams managing lead generation CRM administrators and sales operations Account executives and sales representatives Sales enablement professionals Revenue operations (RevOps) teams 🚀 Problem Statement Manual lead qualification and sales pipeline management is inefficient and often leads to missed opportunities or poor lead prioritization. This template solves the challenge of automatically scoring, qualifying, and routing leads using AI-powered intelligence to maximize conversion rates and sales team productivity. 🔧 How it Works This workflow automatically processes new leads using AI-powered intelligence, scores and qualifies them based on multiple factors, and automates the entire sales pipeline from lead capture to deal creation. Key Components Dual Trigger System - Scheduled monitoring and webhook triggers for real-time lead processing AI-Powered Lead Intelligence - Advanced scoring algorithm based on 7 key factors Multi-Source Data Enrichment - LinkedIn and Crunchbase integration for comprehensive lead profiles Automated Sales Actions - Intelligent routing, task creation, and follow-up sequences Multi-Platform Integration - HubSpot CRM, Slack notifications, and Google Sheets dashboard 📊 Google Sheets Column Specifications The template creates the following columns in your Google Sheets: | Column | Data Type | Description | Example | |--------|-----------|-------------|---------| | timestamp | DateTime | When the lead was processed | "2024-01-15T10:30:00Z" | | lead_id | String | Unique lead identifier | "LEAD-2024-001234" | | first_name | String | Lead's first name | "John" | | last_name | String | Lead's last name | "Smith" | | email | String | Lead's email address | "[email protected]" | | company_name | String | Company name | "Acme Corp" | | job_title | String | Lead's job title | "Marketing Director" | | lead_score | Number | AI-calculated score (0-100) | 85 | | grade | String | Lead grade (A+, A, B+, B, C+) | "A+" | | category | String | Lead category | "Enterprise" | | priority | String | Priority level | "Critical" | | lead_source | String | How the lead was acquired | "Website Form" | | assigned_rep | String | Assigned sales representative | "Senior AE" | | company_size | String | Company employee count | "201-500 employees" | | industry | String | Company industry | "Technology" | | funding_stage | String | Company funding stage | "Series B" | | estimated_value | String | Estimated deal value | "$50K-100K" | 🛠️ Setup Instructions Estimated setup time: 25-30 minutes Prerequisites n8n instance with community nodes enabled ScrapeGraphAI API account and credentials HubSpot CRM account with API access Google Sheets account with API access Slack workspace for notifications (optional) Email service for welcome emails (optional) Step-by-Step Configuration Install Community Nodes Install required community nodes npm install n8n-nodes-scrapegraphai npm install n8n-nodes-slack Configure ScrapeGraphAI Credentials Navigate to Credentials in your n8n instance Add new ScrapeGraphAI API credentials Enter your API key from ScrapeGraphAI dashboard Test the connection to ensure it's working Set up HubSpot CRM Integration Add HubSpot API credentials Grant necessary permissions for contacts, deals, and tasks Configure custom properties for lead scoring and qualification Test the connection to ensure it's working Set up Google Sheets Connection Add Google Sheets OAuth2 credentials Grant necessary permissions for spreadsheet access Create a new spreadsheet for sales pipeline data Configure the sheet name (default: "Sales Pipeline") Configure Lead Scoring Parameters Update the lead scoring weights in the Code node Customize ideal customer profile criteria Set automation trigger thresholds Adjust sales rep assignment logic Set up Notification Channels Configure Slack webhook or API credentials Set up email service credentials for welcome emails Define notification preferences for different lead grades Test notification delivery Configure Triggers Set up webhook endpoint for real-time lead capture Configure scheduled trigger for periodic monitoring Choose appropriate time zones for your business hours Test both trigger mechanisms Test and Validate Run the workflow manually with sample lead data Check HubSpot for proper contact and deal creation Verify Google Sheets data formatting Test all notification channels 🔄 Workflow Customization Options Modify Lead Scoring Algorithm Adjust scoring weights for different factors Add new scoring criteria (geographic location, technology stack, etc.) Customize ideal customer profile parameters Implement industry-specific scoring models Extend Data Enrichment Add more data sources (ZoomInfo, Apollo, etc.) Include social media presence analysis Add technographic data collection Implement intent signal detection Customize Sales Automation Modify follow-up sequences for different lead categories Add more sophisticated sales rep assignment logic Implement territory-based routing Add automated meeting scheduling Output Customization Add data visualization and reporting features Implement sales pipeline analytics Create executive dashboards with key metrics Add conversion rate tracking and analysis 📈 Use Cases Lead Qualification**: Automatically score and qualify incoming leads Sales Pipeline Management**: Streamline the entire sales process Lead Routing**: Intelligently assign leads to appropriate sales reps Follow-up Automation**: Ensure consistent and timely follow-up Sales Intelligence**: Provide comprehensive lead insights Performance Tracking**: Monitor sales team and pipeline performance 🚨 Important Notes Respect LinkedIn and Crunchbase terms of service and rate limits Implement appropriate delays between requests to avoid rate limiting Regularly review and update your lead scoring parameters Monitor API usage to manage costs effectively Keep your credentials secure and rotate them regularly Ensure GDPR compliance for lead data processing 🔧 Troubleshooting Common Issues: ScrapeGraphAI connection errors: Verify API key and account status HubSpot API errors: Check API key and permissions Google Sheets permission errors: Check OAuth2 scope and permissions Lead scoring errors: Review the Code node's JavaScript logic Rate limiting: Adjust request frequency and implement delays Support Resources: ScrapeGraphAI documentation and API reference HubSpot API documentation and developer resources n8n community forums for workflow assistance Google Sheets API documentation for advanced configurations Sales automation best practices and guidelines

🚀 AI Lead Machine Pro: Google Maps → Slack → HubSpot → $$$ This n8n workflow automates end-to-end lead generation, from scraping local businesses to qualifying and sending high-quality prospects directly into your CRM. It eliminates manual prospecting and replaces it with a fully automated AI-powered lead pipeline. 🎯 Who is this for? This workflow is perfect for: Lead generation agencies 📈 Sales teams & outbound closers 💼 Real estate & insurance agents 🏡 SMMA owners & freelancers 🎯 B2B service providers looking for clients 🚀 ❌ What problem does this solve? Finding and qualifying leads manually is: Time-consuming ⏳ Inconsistent 📉 Hard to scale 🚫 This workflow solves that by: Automatically sourcing leads from online directories 🔍 Cleaning and verifying contact data 🧹 Using AI to qualify prospects 🤖 Sending only high-quality leads to your CRM 💎 ⚙️ What this workflow does This system creates a fully automated lead generation engine: Lead Extraction 🗺️ Scrapes business data from Google Maps Pulls additional listings from Yellow Pages Data Cleaning 🧹 Removes duplicates Standardizes names, emails, and phone numbers Email Verification ✉️ Validates email addresses to reduce bounce rates AI Lead Qualification 🤖 Uses AI to score and qualify leads based on quality and relevance Lead Enrichment 💎 Enhances leads with additional data for better targeting Quality Filtering 🎯 Filters only the best leads based on defined criteria Automated Output 📊 Saves all leads to Google Sheets Sends qualified leads to HubSpot CRM Triggers Slack alerts for new high-quality leads Analytics Tracking 📈 Tracks performance and lead quality metrics 🔌 Integrations Google Maps (via scraping/API) Yellow Pages Google Sheets HubSpot CRM Slack OpenAI (for AI qualification) 🛠️ Setup Prerequisites n8n (cloud or self-hosted) ☁️ Google Sheets API credentials 📑 HubSpot account 🏢 Slack webhook (optional) 💬 Step 1: Configure Inputs In the 🔧 Configuration Hub node: Set your target niche (e.g., real estate, insurance, restaurants) Define location/city Add API endpoints or scraper settings Step 2: Adjust AI Qualification Customize scoring logic based on your ideal client Example: business size, niche, contact availability Step 3: Connect Outputs Add your Google Sheet ID Connect HubSpot account Set Slack webhook for alerts Step 4: Run or Schedule Run manually or Schedule (e.g., every 6–12 hours) for continuous lead flow 🧠 Customization Tips Add cold email automation after HubSpot 📧 Filter by niche + location for hyper-targeted leads 🎯 Integrate with tools like Instantly or Smartlead for outreach 🔗 Add deduplication logic to avoid reprocessing leads ♻️ ⚠️ Troubleshooting No leads found? Broaden your search keywords or location Emails failing verification? Check your email verification API limits Slack not sending alerts? Verify webhook URL and permissions 💡 What makes this powerful? This isn’t just scraping—it’s a complete lead pipeline: 👉 Source → Clean → Verify → Qualify → Enrich → Deliver Meaning: You don’t just get leads You get ready-to-close opportunities 👤 Creator Created by David (Daex AI) 🤖 Built for scalable lead generation and outbound systems. 🔥 If you want to sell this You can position it as: “AI Lead Gen System for Agencies” “Automated Client Acquisition Machine” “Done-for-you B2B Lead Pipeline”

*Smartlead to HubSpot Performance Analytics A streamlined workflow to analyze your Smartlead performance metrics by tracking lifecycle stages in HubSpot and generating automated reports.* Who is this for? (Outbound) Automation Agencies, Sales and marketing teams using Smartlead for outreach campaigns who want to track their performance metrics and lead progression in HubSpot. What problem does this workflow solve? Manual tracking of lead performance across Smartlead and HubSpot is time-consuming and error-prone. This workflow automates performance reporting by connecting your Smartlead data with HubSpot lifecycle stages, providing clear insights into your outreach campaign effectiveness. What this workflow does Automatically pulls performance data from your Smartlead campaigns Cross-references contact status with HubSpot lifecycle stages Generates comprehensive performance reports in Google Sheets Provides customizable reporting schedules to match your team's needs Setup Requirements PostgreSQL Database Set up your PostgreSQL instance (includes $300 free GCP credits) Follow our step-by-step setup guide: Find a step-by-step guide here Google Account Integration Connect your Google Account to n8n Find the guide here Smartlead Configuration Connect your Smartlead instance: Detailed connection guide included in workflow How to customize this workflow Configure the Trigger node to adjust report frequency Modify the Google Sheets template to match your specific KPIs Customize HubSpot lifecycle stage mapping in the Function node Adjust PostgreSQL queries to track additional metrics Need assistance or have suggestions? lmk here