HubSpot Workflows
5 Ergebnisse — ausschließlich quellenverknüpfte n8n-Referenzen
Lead Tracking System for HubSpot with Automated Notifications via Gmail & Slack
🎯 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 HubSp
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Automatically email great leads when they submit a form and record in HubSpot
Use case This workflow automatically qualifies great leads from a form and sends them an email 😮.. It also adds the user to Hubspot if not already added and records the outreach. How to setup Add you MadKudu, Hunter, and Gmail credentials Setup your HubSpot Oauth2 creds using n8n docs Set the email content and subject Click the Test Workflow button, enter your email and check the Slack channel Activate the workflow and use the form trigger production URL to collect your leads in a smart way How to adjust this template You may want to raise or lower the threshold for your leads, as you see fit. You also need to update the content (the email and the subject), obviously 😅.
WSend follow-ups using Gmail to Hubspot contacts
Use Case Following up at the right time is one of the most important parts of sales. This workflow uses Gmail to send outreach emails to Hubspot contacts that have already been contacted only once more than a month ago, and records the engagement in Hubspot. Setup Setup HubSpot Oauth2 creds (Be careful with scopes. They have to be exact, not less or more. Yes, it’s not simple, but it’s well documented in the n8n docs. Be smarter than me, read the docs) Setup Gmail creds. Change the email variables in the Set keys node How to adjust this template There's plenty to do here because the approach here is really just a starting point. Most important here is to figure out what your rules are to follow up. After a month? More than once? Also, remember to update the follow-up email! Unless you want to sell n8n 😉
Send outreach/cold email using Gmail to new Hubspot contacts
Use case This workflow uses Gmail to send outreach emails to new Hubspot contacts that have yet to be contacted (usually unknown contacts), and records the outreach in Hubspot. Setup Setup HubSpot Oauth2 creds (Be careful with scopes. They have to be exact, not less or more. Yes, it's not simple, but it's well documented in the n8n docs. Be smarter than me, read the docs) Setup Gmail creds. Change the from email and from name in the Record outreach in HubSpot node How to adjust this template to your needs Change the email message in the Set keys node Think about your criteria to reach out to new contacts. Here we simply filter for only contacts with unknown dates.
Capture leads in HubSpot from Typeform
This workflow is triggered when a typeform is submitted, then it saves the sender's information into HubSpot as a new contact. Typeform Trigger: triggers the workflow when a typeform is submitted. Set: sets the fields for the values from Typeform. HubSpot 1: creates a new contact with information from Typeform. IF: filters contacts who expressed their interest in business services. HubSpot 2: updates the contact's stage to opportunity. Gmail: sends an email to the opportunity contacts with informational material. NoOp: takes no action for contacts who are not interested.