HTTP Request and HubSpot integration

*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

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 😅.

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 😉

Use case To guarantee an effective sales process deals must be distributed between sales reps in the best way. Normally, this involves manually assigning new deals that have come in. This workflow automates it for you! What this workflow does This workflow runs once a day and checks for unassigned deals in your Hubspot CRM. Once it finds one, it enriches the deal with information about the assigned contact and their company. It then checks the region of the assigned company before looking at the company's employee size. Based on this, it assigns the deal to the right sales rep within your company. Requirements New deals in Hubspot need to be unassigned in the beginning New deals have to have an attached contact that has an attached company in Hubspot The company needs to have values for region and employee count in Hubspot Setup The setup is quite straight forward and will probably take a few minutes only. Add your Hubspot credentials Customize your criterias for assigning deals in the Assign by Region and the following Assign nodes Make sure deals are assigned to the right salesrep in the Hubspot nodes at the end Activate the workflow Customizing this to your needs Adjust the trigger interval to your needs. Currently, it defaults to once a day Adjust your region settings by adding/updating/removing options in the respective node Adjust your employee size settings by adding/updating/removing options in the respective node Ideas to enhance this flow Wrap each region's assigned criteria into different sub-workflows for easier maintainability. This will not consume additional execution counts. Add more logic on what happens once a deal does not match any criteria you've set

Use Case This workflow aims to enrich new contacts in HubSpot. The more relevant the HubSpot profile, the more useful it is. Once active, this n8n workflow will update the social profiles, contact data (phone, email) as well as location data from ExactBuyer. Setup Add HubSpot trigger credential (be careful, scopes must be exactly as in n8n docs ) Add your Exact Buyer API key Add HubSpot credential for update node (be careful, scopes must be same as n8n docs for this. This is different from the trigger cred) Activate workflow How to adjust this template There's plenty of interesting info that ExactBuyer returns that could be helpful. Take a look and update this workflow to add what you need.

This workflow pushes Stripe charges to HubSpot contacts. It uses the Stripe API to get all charges and the HubSpot API to update the contacts. The workflow will create a new HubSpot property to store the total amount charged. If the property already exists, it will update the property. Prerequisites Stripe credentials. HubSpot credentials. How it works On a schedule, check if the property exists in HubSpot. If it doesn't exist, create it. The default schedule is once a day at midnight. Once property is acertained, the first Stripe node gets all charges. Once the charges are returned, the second Stripe node gets extra customer information. Once the customer information is returned, Merge data node will merge the customer information with the charges so that the next node Aggregate totals can calculate the total amount charged per contact. Once we have the total amount charged per contact, the Create or update customer node will create a new HubSpot contact if it doesn't exist or update the contact if it does exist with the total amount charged.