Follow up on open HubSpot deals using Webmetic, OpenAI and Microsoft Teams
UnknownWhat 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).
- Settings (Edit Fields (Set)): sets 4 fields: domain, yourCompany, whatYouSell…
- Get returning visits (Webmetic): get (returning visits)
- Once per company per day (Remove Duplicates): removes duplicate items
- Find company in HubSpot (HTTP Request): calls api.hubapi.com (POST)
- Open deal in HubSpot? (If): checks a condition and branches into true / false
- Find open deal (HTTP Request): calls api.hubapi.com (POST)
- Suggest next step (AI Agent): runs an AI agent, with model: OpenAI Chat Model
- Create follow-up task (HubSpot): work with engagement
- Notify account manager in Teams (Microsoft Teams): create (channel message)
Services it uses
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)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - Webmetic
n8n-nodes-webmetic.webmetic - Remove Duplicates
n8n-nodes-base.removeDuplicates - HTTP Request
n8n-nodes-base.httpRequest - If
n8n-nodes-base.if - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - HubSpot
n8n-nodes-base.hubspot - Microsoft Teams
n8n-nodes-base.microsoftTeams
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…