HubSpot Automation Workflows
499 ready-made HubSpot workflows for n8n, Make, Zapier, Activepieces, and Pipedream. CRM automations: lead routing, deal updates, and marketing syncs.
Automate HubSpot to Jira Ticket Classification and Routing with AI
Streamline your customer support workflow by automatically classifying and routing HubSpot tickets to Jira using AI for sentiment analysis and categorization.
n8n$14.99Automate Lead Generation and Enrichment with Surfe and HubSpot
Streamline your prospecting process by automatically discovering, enriching, and syncing leads from Surfe to HubSpot, ensuring a ready-to-use list of qualified prospects.
n8n$9.99Customer Onboarding Automation with HubSpot, Email Sequences, and Team Alerts
## Learn Customer Onboarding Automation with n8n **How It Works** This smart onboarding automation handles new customer signups by: - Receiving signup data via webhook - Validating required customer info - Creating a contact in HubSpot CRM - Sending a personalized welcome email - Delivering onboarding documents after 2 hours - Sending a personal check-in email after 1 day - Sending a Week 1 success guide after 3 days - Updating CRM status and notifying the team at each milestone It's designed for professional onboarding, with built-in timing, CRM integration, and smart notifications to improve engagement and retention. ## Setup Steps **Create Webhook** - Add a Webhook node in n8n with POST method - this triggers when a new customer signs up. **Validate Customer Data** - Add an IF node to check if email and customerName are present. **Create CRM Contact** - Use a HubSpot node to create a new contact, map fields (e.g., split name into first/last). **Send Notifications** - Add a Telegram or Slack node to alert your team instantly. **Send Welcome Email** - Use an Email Send node for a warm welcome, customized with customer details. **Wait 2 Hours** - Add a Wait node to delay next steps and avoid overwhelming the customer. **Send Onboarding Documents** - Use another Email Send node to deliver helpful PDFs or guides. **Wait 1 Day & Send Check-in** - Another Wait node, followed by a personal check-in email using the customer's name. **Wait 2 More Days & Send Success Guide** - Deliver Week 1 content via email to reinforce engagement. **Update CRM & Notify Team** - Use HubSpot to update status and Telegram/Slack to notify your team of completion.
n8n$14.99Automate Call Summaries and Multi-Channel Notifications with HubSpot, Slack, and WhatsApp
Streamline the process of summarizing call transcriptions and distributing key insights across your organization via HubSpot, Slack, and WhatsApp.
n8n$9.99Automate Lead Enrichment from Typeform and Calendly to HubSpot with AI
This workflow captures leads from Typeform and Calendly, enriches them using AI, and updates HubSpot CRM with detailed company information.
n8n$9.99Automate New Customer Onboarding with HubSpot, Google Calendar, and AI-Powered Gmail
This **n8n workflow** streamlines the onboarding process for new customers by automating personalized email communication, calendar scheduling, and contact assignment in HubSpot. It is perfect for businesses looking to ensure a smooth and personalized onboarding experience for new clients. --- ## Who is this for? - Customer success teams who need to onboard new clients efficiently. - Sales teams who want to ensure smooth transitions from prospect to customer. - Small businesses that want to automate customer onboarding without complex systems. --- ## What problem is this workflow solving? This workflow reduces the manual effort involved in onboarding new customers by: - Automatically sending personalized welcome emails. - Scheduling a welcome meeting using a calendar tool. - Assigning the customer to a Customer Success Manager (CSM) in HubSpot. --- ## What this workflow does 1. **Trigger via Webhook or HubSpot**: - The workflow can be triggered either by a webhook (direct API call) or a HubSpot trigger (e.g., when a new contact is created). 2. **HubSpot Connection**: - Retrieves the list of HubSpot owners (users with contact access). - Identifies the owner of the new contact. 3. **Calendar Management**: - Utilizes a Calendar Agent to schedule a welcome meeting with the new customer. - The Calendar Agent can create, update, or delete events as needed. 4. **Personalized Email Creation**: - Uses an AI-powered Email Writer (OpenAI) to generate a personalized welcome email. - Transforms the email text into HTML for a polished format. 5. **Email Sending via Gmail**: - Sends the personalized email to the customer using Gmail. - Sets the new contact's owner in HubSpot for further communication tracking. --- ## Setup 1. Webhook Setup in n8n: - Create a new workflow and add a **Webhook** node. - Set the Webhook URL path (e.g., `/webhook-customer-onboarding`). - Make sure the workflow is active. 2. Webhook Setup in HubSpot: - Go to **HubSpot Developer Account**. - Navigate to **Settings > Integrations > Webhooks**. - Create a new webhook and set the URL as the n8n Webhook URL. - Choose **POST** as the request method. - Test the webhook to ensure it triggers the workflow in n8n. 3. Calendar Agent Configuration: - The Calendar Agent can be configured to create, update, or delete events. - Connect it to your calendar tool (Google Calendar, Outlook, etc.). - Customize the calendar event details (title, description, time). 4. Email Writer Setup: - Customize the AI prompt in the Email Writer node to match your brand's voice. - Adjust the email text format for your specific needs. 5. Gmail Integration: - Connect your Gmail account in n8n. - Set the recipient email to the new customer's email address. --- ## How to customize this workflow to your needs - **Modify the AI-Powered Email**: - Adjust the email prompt for the AI model to create a different welcome message. - Change the email format or add custom variables (e.g., customer name, service details). - **Customize Calendar Settings**: - Set default time slots for welcome meetings. - Specify which calendar to use for scheduling. - **Add Additional Steps**: - Extend the workflow to automatically assign the customer to a specific HubSpot list. - Add a follow-up email or survey after the welcome meeting. --- This workflow is perfect for businesses seeking an efficient and personalized onboarding process, ensuring new customers feel welcomed and supported from day one.
n8n$24.99Automate Lead Capture, Qualification, and CRM Integration with HubSpot, Clearbit, and Slack
This workflow automates the process of capturing leads, enriching them with data, scoring their potential, and integrating them into your CRM while notifying your sales team via Slack.
n8n$14.99Log Won HubSpot Deals to Excel with Automated Commission Calculation
Automatically track closed deals from HubSpot CRM by logging them into a Microsoft 365 Excel worksheet, complete with calculated sales commissions.
MakeFreeAutomate Website Lead Capture with Apollo Enrichment and HubSpot Integration
Streamline your lead management by capturing website leads, enriching them with Apollo, storing them in HubSpot, and notifying your team via Gmail.
n8n$4.99Automate Lead Management with HubSpot, Gmail, and Slack Notifications
Streamline your lead management by automatically recording new leads from Google Forms into Google Sheets, notifying your team via Slack and Gmail, and integrating with HubSpot for CRM management.
n8n$9.99Automate Lead Qualification and Routing from Typeform to HubSpot, Google Sheets, and Airtable
Streamline your lead management by automatically qualifying and routing leads from Typeform to HubSpot, Google Sheets, and Airtable based on budget and source. Enhance efficiency with automated follow-ups and acknowledgments.
n8n$9.99Automate HubSpot Buying Group Enrichment with Surfe and Google Sheets
Automatically identify and enrich key contacts in HubSpot deals using Surfe and Google Sheets, ensuring no decision-maker is overlooked.
n8n$14.99Automate Contact and Lead Creation in HubSpot CRM and Marketo from Salesloft
Effortlessly sync contacts and leads from Salesloft to HubSpot CRM and Marketo, ensuring no duplicates and enhancing your marketing and sales strategies.
Make$2.99Automate Bilingual Newsletters with AI and Multimedia for HubSpot and SharePoint
This workflow automates the creation and distribution of bilingual newsletters with AI-generated content, images, and videos, integrating seamlessly with HubSpot and SharePoint.
n8n$19.99Automate Client Transcript Analysis and Feedback Routing with AI, HubSpot, and Gmail
Streamline the process of analyzing client transcripts, logging insights in HubSpot, and routing feedback to relevant departments via Gmail using AI.
n8n$9.99Automate HubSpot to Salesforce Lead Creation with Explorium AI Enrichment
# Automatically enrich prospect data from HubSpot using Explorium and create leads in Salesforce This n8n workflow streamlines the process of enriching prospect information by automatically pulling data from HubSpot, processing it through Explorium's AI-powered tools, and creating new leads in Salesforce with enhanced prospect details. ## Credentials Required To use this workflow, set up the following credentials in your n8n environment: ### HubSpot - **Type**: App Token (or OAuth2 for broader compatibility) - **Used for**: Triggering on new contacts, fetching contact data ### Explorium API - **Type**: Generic Header Auth - **Header**: Authorization - **Value**: Bearer YOUR_API_KEY [Get Explorium API key](https://developers.explorium.ai/reference/getting_your_api_key) ### Salesforce - **Type**: OAuth2 or Username/Password - **Used for**: Creating new lead records Go to Settings → Credentials, create these three credentials, and assign them in the respective nodes before running the workflow. ## Workflow Overview ### Node 1: HubSpot Trigger This node listens for real-time events from the connected HubSpot account. Once triggered, the node passes metadata about the event to the next step in the flow. ### Node 2: HubSpot This node fetches contact details from HubSpot after the trigger event. - **Credential**: Connected using a HubSpot App Token - **Resource**: Contact - **Operation**: Get Contact - **Return All**: Disabled This node retrieves the full contact details needed for further processing and enrichment. ### Node 3: Match prospect This node sends each contact's data to Explorium's AI-powered prospect matching API in real time. - **Method**: POST - **Endpoint**: https://api.explorium.ai/v1/prospects/match - **Authentication**: Generic Header Auth (using a configured credential) - **Headers**: Content-Type: application/json The request body is dynamically built from contact data, typically including: full_name, company_name, email, phone_number, LinkedIn. These fields are matched against Explorium's intelligence graph to return enriched or validated profiles. **Response Output**: total_matches, matched_prospects, and a prospect_id. Each response is used downstream to enrich, validate, or create lead information. ### Node 4: Filter This node filters the output from the Match prospect step to ensure that only valid, matched results continue in the flow. Only records that contain at least one matched prospect with a non-null prospect_id are passed forward. **Status**: Currently deactivated (as shown by the Deactivate label) ### Node 5: Extract Prospect IDs from Matched Results This node extracts all valid prospect_id values from previously matched prospects and compiles them into a flat array. It loops over all matched items, extracts each prospect_id from the matched_prospects array, and returns a single object with an array of all prospect_ids. ### Node 6: Explorium Enrich Contacts Information This node performs bulk enrichment of contacts by querying Explorium with a list of matched prospect_ids. **Node Configuration:** - **Method**: POST - **Endpoint**: https://api.explorium.ai/v1/prospects/contacts_information/bulk_enrich - **Authentication**: Header Auth (using saved credentials) - **Headers**: Content-Type: application/json, Accept: application/json Returns enriched contact information, such as: - **emails**: professional/personal email addresses - **phone_numbers**: mobile and work numbers - **professional_email**, **professional_email_status**, **mobile_phone** ### Node 7: Explorium Enrich Profiles This additional enrichment node provides supplementary contact data enhancement, running in parallel with the primary enrichment process. ### Node 8: Merge This node combines multiple data streams from the parallel enrichment processes into a single output, allowing you to consolidate data from different Explorium enrichment endpoints. The combine setting indicates it will merge the incoming data streams rather than overwriting them. ### Node 9: Code - Flatten This custom code node processes and transforms the merged enrichment data before creating the Salesforce lead. It can be used to: - Flatten nested data structures - Format data according to Salesforce field requirements - Apply business logic or data validation - Map Explorium fields to Salesforce lead properties - Handle data type conversions ### Node 10: Salesforce This final node creates new leads in Salesforce using the enriched data returned by Explorium. - **Credential**: Salesforce OAuth2 or Username/Password - **Resource**: Lead - **Operation**: Create Lead The node creates new lead records with enriched information including contact details, company information, and professional data obtained through the Explorium enrichment process. ## Workflow Flow Summary 1. **Trigger**: HubSpot webhook triggers on new/updated contacts 2. **Fetch**: Retrieve contact details from HubSpot 3. **Match**: Find prospects
n8n$9.99Automate Lead Enrichment and Scoring from Typeform to HubSpot
This workflow automates the process of capturing leads from Typeform, enriching them with AI, scoring their potential, and updating HubSpot CRM while maintaining records in Google Sheets.
n8n$14.99Automate HubSpot Deal Creation from LinkedIn Leads and Slack Notifications
Automatically create a new deal in HubSpot CRM from LinkedIn Lead Gen Forms submissions and send a notification to Slack. Streamline your lead management and ensure timely follow-ups.
Make$9.99Create Projects in Asana for new leads in HubSpot CRM
When a new lead is added to HubSpot CRM, this Make workflow automatically creates a corresponding project in Asana, eliminating manual data entry. Sales and project teams benefit from immediate visibility into new opportunities, ensuring that follow-up tasks and collaboration start without delay. The trigger is the lead creation in HubSpot; the action is the project creation in Asana.
Make$2.99Automate HubSpot Engagements by Parsing Emails with AI
Streamline your CRM updates by automatically parsing incoming emails to create or update contacts and log engagements in HubSpot using AI.
n8n$9.99Automate Lead Generation and Qualification with Google Maps, OpenAI, and HubSpot
This n8n workflow automates the process of generating and qualifying leads by scraping data from Google Maps and Yellow Pages, enriching it with AI, and exporting qualified leads to HubSpot.
n8n$14.99Automate Lead Enrichment from Google Sheets to HubSpot with Surfe
Streamline your lead enrichment process by automatically enriching contact data from Google Sheets using Surfe and updating HubSpot CRM.
n8n$9.99Automate Lead Management and Engagement with Salesforce, HubSpot, and ChatGPT
This Zap streamlines lead management by integrating Salesforce, HubSpot, and ChatGPT. It captures new Salesforce records, filters them, applies a delay, searches for existing HubSpot contacts, scores leads, and utilizes ChatGPT for enhanced engagement, updating Salesforce with the latest lead information.
Zapier$2.99Automate HubSpot CRM Deal Creation from Successful Stripe Payments
Automatically create or update HubSpot CRM contacts and deals whenever a Stripe payment intent succeeds, streamlining your sales process.
Make$4.99
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