Templates / Re-engage HubSpot leads using Azure OpenAI GPT-4o, Gmail and Slack

Re-engage HubSpot leads using Azure OpenAI GPT-4o, Gmail and Slack

Ready for 3.0

by Rahul Joshi βœ“ Β· 135 views Β· created 2026-02-19 Β· Lead Nurturing, Multimodal AI

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

Nodes used (9)

HubSpotAI AgentGmailSlackAzure OpenAI Chat Model

What it does

πŸ“˜ Description This workflow automates daily re-engagement for HubSpot leads that were previously paused due to timing. It runs every 24 hours, fetches recent leads with activity data, and filters only those marked as β€œbad timing,” ensuring active opportunities are not disturbed. Qualified leads are processed in batches, and an AI agent generates a short, polite follow-up email designed to reopen the conversation without sounding salesy. Instead of sending automatically, the workflow creates a Gmail draft for human review and notifies the assigned owner in Slack. If AI generation fails, the workflow sends a Slack alert with the lead details so manual follow-up can still happen. This ensures consistent reactivation of cold leads without silent failures or missed opportunities. βš™οΈ What This Workflow Does (Step-by-Step) ⏰ Daily Trigger (Every 24h) Runs the workflow once per day. πŸ“₯ HubSpot: Fetch Recent Leads + Activity Fields Pulls up to 20 leads with key activity and lifecycle properties needed for follow-up timing. 🚦 Filter: Lead Status = BADTIMING Keeps only leads that were previously paused due to timing (targets cold opportunities only). πŸ”„ Batch Leads (Split In Batches) Processes leads one-by-one / in batches to prevent rate-limit issues and keep execution stable. ✍️ AI: Generate Re-Engagement Follow-Up Email Body Creates a short, friendly follow-up message based on lead context (no CRM labels, no salesy tone). 🧩 Parse AI JSON Normalizes AI output into usable fields (subject/body/toEmail/owner details). πŸ“© Gmail: Create Follow-Up Draft Email Creates a Gmail draft (human-in-the-loop; no auto-send). πŸ”” Slack: Notify Owner to Re-Engage Lead Notifies the assigned owner that a draft is ready and the lead is worth revisiting. ⚠️ Build AI Error Payload Builds a clean error context (lead name/email + AI error message). 🚨 Slack: Alert AI Draft Failure Alerts the owner when AI fails so the lead can be followed up manually. 🧩 Prerequisites β€’ n8n instance β€’ HubSpot App Token (read access to leads + properties) β€’ Azure OpenAI credentials (GPT-4o) for email generation β€’ Gmail OAuth2 (draft creation permissions) β€’ Slack API token (DM user messaging permissions) πŸ’‘ Key Benefits βœ” Daily automated re-engagement for paused leads βœ” Prevents random outreach to active leads βœ” Human-in-the-loop safety via Gmail drafts (no auto-send) βœ” Owner notifications ensure follow-up execution βœ” Batch processing avoids rate-limit instability βœ” Strong failure handling prevents silent lead drops πŸ‘₯ Perfect For - SDR teams managing large HubSpot pipelines - Founders doing lightweight outbound follow-ups - Sales ops teams wanting structured reactivation loops - Agencies re-engaging cold inbound / outbound leads

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