Manage B2B referral leads with Gmail, Slack, HubSpot, and Google Sheets
Ready for 3.0What this workflow does
This workflow has 19 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Gmail, Slack, HubSpot and Google Sheets.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Validate Required Fields (Code): runs custom JavaScript code
- Is Valid Submission? (If): checks a condition and branches into true / false
- Respond — Success (Respond to Webhook): sends the response back to the webhook caller
- Extract Referral Data (Code): runs custom JavaScript code
- Respond — Validation Error (Respond to Webhook): sends the response back to the webhook caller
- Thank You Email to Referrer (Gmail): uses Gmail
- Slack: uses Slack
- Check Lead in HubSpot (HubSpot): search
- Is New Lead? (If): checks a condition and branches into true / false
- Create HubSpot Contact (HubSpot): create
…plus 8 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (9)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Respond to Webhook
n8n-nodes-base.respondToWebhook - Gmail
n8n-nodes-base.gmail - Slack
n8n-nodes-base.slack - HubSpot
n8n-nodes-base.hubspot - Wait
n8n-nodes-base.wait - Google Sheets
n8n-nodes-base.googleSheets
From the author
Quick overview This workflow receives B2B referral submissions via a webhook, validates the payload, emails the referrer and referred lead via Gmail, alerts the sales team in Slack, deduplicates and creates records in HubSpot, waits 3 days to send a follow-up…