Templates / Automate new customer onboarding with HubSpot, Google Calendar, and AI-powered Gmail

Automate new customer onboarding with HubSpot, Google Calendar, and AI-powered Gmail

Needs changes

by PollupAI ✓ · 5,754 views · created 2025-05-09 · CRM, Multimodal AI

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 25 nodes and runs when an HTTP POST request hits its webhook URL (plus 2 other triggers). Along the way it connects Google Calendar, OpenAI Chat Model, HubSpot and Gmail. It also calls api.hubapi.com over HTTP.

How it runs

Trigger: When an HTTP POST request hits its webhook URL (plus 2 other triggers).

  1. Enter your company data here (Edit Fields (Set)): sets 4 fields: company_name, sender_name, sender_email…
  2. Calendar Agent (AI Agent): runs an AI agent, with model: OpenAI Model; 5 tools (Get Events, Create Event, Delete Event, Update Event…)
  3. Get list of owners (HTTP Request): calls api.hubapi.com
  4. Success (Edit Fields (Set)): sets or maps fields
  5. Try Again (Edit Fields (Set)): sets 1 field: response
  6. Split Out: splits a list into separate items
  7. Get current owner (Filter): keeps only the items that match a condition
  8. If: checks a condition and branches into true / false
  9. Get all info about the contact (HubSpot): get
  10. Write a personalized message (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (calendarAgent); output parser: Structured Output Parser

…plus 3 more steps. See the full node list below.

Services it uses

Google CalendarOpenAI Chat ModelHubSpotGmail

HTTP calls to: api.hubapi.com

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • AI Agent v1 (old agent modes) in Calendar Agent (v1.6), Write a personalized message (v1.9): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Removed in 3.0Replace with
AI Agent v1 (old agent modes)
Calendar Agent (v1.6), Write a personalized message (v1.9)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Nodes used (16)

From the author

This n8n workflow streamlines the onboarding process for new customers by automating personalized email communication, calendar scheduling, and contact assignment in HubSpot. It is perfect for businesses looking to ensure a smooth and personalized onboarding…

Excerpt from PollupAI's description on n8n.io.

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

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