Send daily CRM summary reports to Mattermost from HubSpot

Daily Report Generator with Mattermost and HubSpot This workflow automatically compiles key metrics from HubSpot (and optional internal data sources) into a concise daily summary and posts it to a designated Mattermost channel. It helps sales and marketing teams stay informed without manually pulling reports or navigating multiple dashboards. Pre-conditions/Requirements Prerequisites - An n8n instance (self-hosted or n8n Cloud) - HubSpot account with a Private App token - Mattermost workspace with an incoming webhook enabled - (Optional) Internal REST API or database endpoint for additional data Required Credentials - HubSpot Private App Token – Grants API access to Deals, Contacts, Activities, etc. - Mattermost Personal Access Token (or Incoming Webhook URL) – Permits message posting to channels - n8n User Management – Ensure the workflow has network access to HubSpot and Mattermost Specific Setup Requirements | Component | Requirement | Example/Notes | |-------------|---------------------------------------------------------|-------------------------------------------------------| | Mattermost | Create an Incoming Webhook or generate a PAT | System Console → Integrations | | HubSpot | Create a Private App → Scopes: crm.objects.deals.read | Settings → Integrations → Private Apps | | Scheduler | External cron job or n8n’s internal trigger | curl https://n8n.yourdomain.com/webhook/dailyreport | The provided template uses a Webhook node so you can trigger it via any scheduler (e.g., crontab, Zapier, GitHub Actions). Replace with the Cron node if preferred. How it works This workflow automatically compiles key metrics from HubSpot (and optional internal data sources) into a concise daily summary and posts it to a designated Mattermost channel. It helps sales and marketing teams stay informed without manually pulling reports or navigating multiple dashboards. Key Steps: - Webhook Trigger: Waits for a daily call from an external scheduler. - HubSpot Node: Retrieves deal statistics, new contacts, and other CRM metrics. - HTTP Request Node: (Optional) Pulls supplementary data from an internal API. - Merge Node: Consolidates HubSpot and optional data sources. - Code / Set Nodes: Formats numbers, calculates KPIs, and builds a markdown message. - If Node: Guards against empty datasets or API failures. - Mattermost Node: Posts the formatted report to the chosen channel. - Respond to Webhook: Returns a JSON confirmation to the scheduler. Set up steps Setup Time: 15-20 minutes 1. Import Template: In n8n, go to “Workflows → Import from File” and select the JSON template. 2. Add Credentials: a. HubSpot → New credential → Paste Private App token b. Mattermost → New credential → Paste PAT or Webhook URL 3. Configure Webhook URL: Copy the production URL of the Webhook node and add it to your external scheduler (e.g., crontab, Zapier). 4. Adjust Query Parameters (HubSpot node): Modify filters (e.g., deal stage, create date) as needed. 5. Edit Message Template (Code node): Update markdown formatting, include/exclude sections. 6. Test Run: Manually execute the workflow. Verify the JSON response and Mattermost post. 7. Activate: Toggle workflow to “Active”. Confirm your scheduler triggers it at the desired time. Node Descriptions Core Workflow Nodes: - stickyNote – Contains inline documentation and instructions. - Webhook – Primary trigger, receives the daily HTTP call. - HubSpot – Pulls deals, contacts, and engagement data. - HTTP Request – Fetches optional internal statistics (e.g., support tickets). - Merge – Combines HubSpot and HTTP results into one object. - Set – Selects and renames fields for clarity. - Code – Calculates KPIs (e.g., conversion rate) and assembles a markdown summary. - If – Checks for empty data arrays or API errors. - Mattermost – Sends the final message to a channel. - Respond to Webhook – Returns a success/failure payload to the caller. Data Flow: 1. Webhook → HubSpot 2. Webhook → HTTP Request 3. HubSpot + HTTP Request → M