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This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your HubSpot account collects all the newly modified data and updates it into your Zendesk account, updating the current tickets or creating new ones. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node collects all the tickets received after the last execution timestamp. HubSpot node collects all the recently modified companies. Zendesk node checks all the Zendesk tickets associated with those companies. Merge by key node merges the Zendesk and Hubspot data related to those companies. If node splits the workflow conditionally, based on data received. If the company already exists in, Zendesk node updates organization’sdata. If the company does not exist yet, Zendesk node will create an organization. The Function Item node sets the new last execution timestamp.

This workflow automatically posts a message in Slack when a new invoice is uploaded in Stripe, and it updates the fields in the HubSpot CRM. Prerequisites A Slack account and credentials A HubSpot account and credentials A Stripe account and credentials Nodes Stripe Trigger node triggers the workflow when a new invoice is uploaded. IF nodes filter the invoices that don't have a PO number and if there is no deal for the PO. HubSpot nodes retrieve deals with the specific PO number and update the deal status to 'paid'. Slack nodes post messages about the deals in a Slack channel.

Use GPT-3 to classify email responses in lemlist. And automate: Slack alerts when a lead is interested the creation of tasks when a lead is OOO unsubscription of leads when they request it

Use Case When tracking your contacts and leads in Hubspot CRM, every new contact might be a potential customer. To guarantee that you're keeping the overview you'd normally need to look at every new lead that is coming in manually to identify high-quality leads to prioritize their engagement and optimize the sales process. This workflow saves the work and does it for you. What this workflow does The workflow runs every 5 minutes. On every run, it checks the Hubspot CRM for contacts that were added since the last check. It then checks if they meet certain criteria (in this case if they are making +5m annual revenue) and alerts you in Slack for every match. Setup Add Hubspot, and Slack credentials. Click on Test workflow. How to adjust this workflow to your needs Change the schedule interval Adjust the criteria to send alerts

This workflow uses a Hubspot Trigger to check for new companies. It then checks the companies website exists using the HTTP node. If it doesn't, a message is sent to Slack. To configure this workflow you will need to set the credentials for the Hubspot and Slack Nodes. You will also need to select the Slack channel to use for sending the message.

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.

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your Zendesk account collects all the new or updated tickets and syncs them accordingly, with your HubSpot contacts database. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node checks all the tickets received after the last execution timestamp. Zendesk node collects all tickets updated after last execution. Zendesk node collects the user data of ticket requester. Set node collects the contact`s email, name and externalID. Merge by key node combines two inputs, ticket data and ticket requester data. If node splits the workflow conditionally, based on data received. If the data corresponds to a ticket that already exists, HubSpot node will update the ticket. If the data does not correspond to a ticket, HubSpot node creates/updates the contact. Zendesk node updates the external Id in Zendesk for the said contact. HubSpot node creates a new ticket. Zendesk node updates the ticket with the external Id. The Function Item node sets the new last execution timestamp.

This workflow uses a Hubspot Trigger to check for new contacts. It then validates the contacts' email using OneSimpleAPI. If there are any a message will be sent to Slack. To configure this workflow you will need to set the credentials for the Hubspot, OneSimpleAPI and Slack Nodes. You will also need to select the Slack channel to use for sending the message.

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 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 When having a call with a new potential customer, one of the keys to getting the most out of the call is to find out as much information as you can about them before the call. Normally this involves a lot of manual research before every call. This workflow automates this tedious work for you. What this workflow does The workflow runs every time a new call is booked via your Calendly. It then filters out personal emails, before enriching the email. If the email is attached to a company it enriches the company and upserts it in your Hubspot CRM. Setup Add Clearbit, Hubspot, and Calendly credentials. Click on Test workflow. Book a meeting on Calendly so the event starts the workflow. Be aware that you can adapt this workflow to work with your enrichment tool, CRM, and booking tool of choice.

Use Case Whenever someone shows interest in your offerings by subscribing to a list in ConvertKit it could be a potential new customer. Typically you need to gather more detailed information about them (data enrichment) and finally update their profile in your CRM system to better manage and nurture your relationship with them. This workflow does this all for you! What this workflow does The workflow runs every time a user is subscribed to a ConvertKit list. It then filters out personal emails, before enriching the email. If the email is attached to a company it enriches the company and upserts it in your Hubspot CRM. Setup Add Clearbit, Hubspot, and ConvertKit credentials. Click on Test workflow. Subscribe to a list on ConvertKit to trigger the workflow. Be aware that you can adapt this workflow to work with your enrichment tool, CRM, and email automation tool of choice.

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.

This workflow adds new HubSpot contacts to the Mailchimp email list. Prerequisites HubSpot account and HubSpot credentials Mailchimp account and Mailchimp credentials How it works Cron node triggers this workflow every day at 7:00. HubSpot node searches for the new contacts created. Mailchimp node creates a new contact in a certain audience and add a 'subscribed' status.

This workflow sends new Mailchimp subscribers to HubSpot as new or updated contacts. Prerequisites Mailchimp account and Mailchimp credentials HubSpot account and HubSpot credentials How it works Cron node triggers this workflow every day at 7:00. Mailchimp node searches for new subscribers. New Mailchimp subscribes get sent to HubSpot. HubSpot node either updates the existing contact or adds a new one to the pipeline.

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.

Job offers are a goldmine of information. Use them to boost your outreach results. They'll give you: more context to personalize your messaging a steady flow of new leads the right timing to contact your lead

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 When collecting leads via a form you're typically facing a few problems: Often end up with a bunch of leads who don't have a valid email address You want to know as much about the new lead as possible but also want to keep the form short After forms are submitted you have to walk over the submissions and see which you want to add to your CRM This workflow helps you to fix all those problems. What this workflow does The workflow checks every new form submission and verifies the email using Hunter.io. If the email is valid, it then tries to enrich the person using Clearbit and saves the new lead into your Hubspot CRM. Setup Add you Hunter, Clearbit and Hubspot credentials Click the Test Workflow button, enter your email and check your Hubspot Activate the workflow and use the form trigger production URL to collect your leads in a smart way How to adjust it to your needs Change the form to the form you need in your use case (e.g. Typeform, Google Forms, SurveyMonkey etc.) Add criteria before an account is added to your CRM. This could for example be the size of company, industry etc. You can find some inspiration in our other template Reach out via Email to new form submissions that meet a certain criteria Add more data sources to save the new lead in

This workflow syncs Shopify customers to your HubSpot account as contacts. Whenever somebody makes a purchase on Shopify, it automatically adds them as a new customer to your Hubspot account if the customer doesn’t exist yet. Also, this workflow creates or updates contacts from new paid orders on Shopify by adding the amount and order close date of the deal. Prerequisites Shopify account and Shopify credentials HubSpot account and HubSpot credentials How it works Shopify trigger starts the workflow whenever an order is updated. HubSpot node creates or updates the contact who made the order update. Set node sorts and passes only the userid. Merge node merges data of both inputs, the order and the customer. Hubspot node looks up if the order already exists. If node splits the workflow conditionally, based on data received. If the order is new, the new deal is created in the Hubspot node.