Templates / Follow up on open HubSpot deals using Webmetic, OpenAI and Microsoft Teams

Follow up on open HubSpot deals using Webmetic, OpenAI and Microsoft Teams

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by Yannik Süß · 1 views · created 2026-10-13 · Lead Nurturing, AI Summarization

Unknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 11 nodes and runs on a schedule (every hour). Along the way it connects OpenAI Chat Model, HubSpot, Microsoft Teams and Webmetic (community). It also calls api.hubapi.com over HTTP.

How it runs

Trigger: On a schedule (every hour).

  1. Settings (Edit Fields (Set)): sets 4 fields: domain, yourCompany, whatYouSell…
  2. Get returning visits (Webmetic): get (returning visits)
  3. Once per company per day (Remove Duplicates): removes duplicate items
  4. Find company in HubSpot (HTTP Request): calls api.hubapi.com (POST)
  5. Open deal in HubSpot? (If): checks a condition and branches into true / false
  6. Find open deal (HTTP Request): calls api.hubapi.com (POST)
  7. Suggest next step (AI Agent): runs an AI agent, with model: OpenAI Chat Model
  8. Create follow-up task (HubSpot): work with engagement
  9. Notify account manager in Teams (Microsoft Teams): create (channel message)

Services it uses

OpenAI Chat ModelHubSpotMicrosoft TeamsWebmetic (community)

HTTP calls to: api.hubapi.com

Before you upgrade to n8n 3.0

We can't fully verify this one: it relies on 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).

  • Check that n8n-nodes-webmetic is verified or supports 3.0 (used in Get returning visits).

Nodes used (10)

From the author

Quick Overview This workflow runs hourly to detect returning companies from Webmetic, checks HubSpot for an open deal by domain, uses OpenAI to generate a follow-up suggestion, then creates a HubSpot task for the deal owner and posts an alert to Microsoft…

Excerpt from Yannik Süß's description on n8n.io.

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

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