Templates / Review and fix HubSpot deal pipeline hygiene with TypeSafe Jev and Gmail

Review and fix HubSpot deal pipeline hygiene with TypeSafe Jev and Gmail

Ready for 3.0

by Daniel Secareanu · 43 views · created 2026-09-29 · CRM, AI Summarization

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.

What this workflow does

This workflow has 28 nodes and runs on a schedule (every week at 08:00) (plus 1 other trigger). Along the way it connects Gmail. It also calls api.hubapi.com and api.typesafe.ai over HTTP.

How it runs

Trigger: On a schedule (every week at 08:00) (plus 1 other trigger).

  1. Set HubSpot Parameters (Edit Fields (Set)): sets 9 fields: pipelineId, reviewerEmail, staleDays…
  2. Send Error Alert Email (Gmail): uses Gmail
  3. Fetch HubSpot Portal Details (HTTP Request): calls api.hubapi.com
  4. Fetch HubSpot Pipeline (HTTP Request): calls an HTTP API
  5. Fetch Pipeline Owners (HTTP Request): calls api.hubapi.com
  6. Stop if Pipeline Missing (Stop and Error): stops the run with an error
  7. Post to HubSpot Deals Search (HTTP Request): calls api.hubapi.com (POST)
  8. Collect Closed-Won Deals (Code): runs custom JavaScript code
  9. Fetch Won-Deal Companies (HTTP Request): calls api.hubapi.com (POST)
  10. Extract Client Company IDs (Code): runs custom JavaScript code

…plus 16 more steps. See the full node list below.

Services it uses

Gmail

HTTP calls to: api.hubapi.com, api.typesafe.ai

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 (8)

From the author

Quick overview This workflow runs every Monday and scans a HubSpot deal pipeline for hygiene issues and expansion opportunities, optionally using TypeSafe Jev to recommend fixes. It emails a Gmail approval form, then applies only the reviewer-approved updates…

Excerpt from Daniel Secareanu's description on n8n.io.

View the original on n8n.io → Check your own copy

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