Automate sales pipeline with HubSpot CRM, ScrapeGraphAI & Google Sheets dashboard

Sales Pipeline Automation Dashboard with AI Lead Intelligence 🎯 Target Audience - Sales managers and team leads - Business development representatives - Marketing teams managing lead generation - CRM administrators and sales operations - Account executives and sales representatives - Sales enablement professionals - Revenue operations (RevOps) teams 🚀 Problem Statement Manual lead qualification and sales pipeline management is inefficient and often leads to missed opportunities or poor lead prioritization. This template solves the challenge of automatically scoring, qualifying, and routing leads using AI-powered intelligence to maximize conversion rates and sales team productivity. 🔧 How it Works This workflow automatically processes new leads using AI-powered intelligence, scores and qualifies them based on multiple factors, and automates the entire sales pipeline from lead capture to deal creation. Key Components 1. Dual Trigger System - Scheduled monitoring and webhook triggers for real-time lead processing 2. AI-Powered Lead Intelligence - Advanced scoring algorithm based on 7 key factors 3. Multi-Source Data Enrichment - LinkedIn and Crunchbase integration for comprehensive lead profiles 4. Automated Sales Actions - Intelligent routing, task creation, and follow-up sequences 5. Multi-Platform Integration - HubSpot CRM, Slack notifications, and Google Sheets dashboard 📊 Google Sheets Column Specifications The template creates the following columns in your Google Sheets: | Column | Data Type | Description | Example | |--------|-----------|-------------|---------| | timestamp | DateTime | When the lead was processed | "2024-01-15T10:30:00Z" | | leadid | String | Unique lead identifier | "LEAD-2024-001234" | | firstname | String | Lead's first name | "John" | | lastname | String | Lead's last name | "Smith" | | email | String | Lead's email address | "[email protected]" | | companyname | String | Company name | "Acme Corp" | | jobtitle | String | Lead's job title | "Marketing Director" | | leadscore | Number | AI-calculated score (0-100) | 85 | | grade | String | Lead grade (A+, A, B+, B, C+) | "A+" | | category | String | Lead category | "Enterprise" | | priority | String | Priority level | "Critical" | | leadsource | String | How the lead was acquired | "Website Form" | | assignedrep | String | Assigned sales representative | "Senior AE" | | companysize | String | Company employee count | "201-500 employees" | | industry | String | Company industry | "Technology" | | fundingstage | String | Company funding stage | "Series B" | | estimatedvalue | String | Estimated deal value | "$50K-100K" | 🛠️ Setup Instructions Estimated setup time: 25-30 minutes Prerequisites - n8n instance with community nodes enabled - ScrapeGraphAI API account and credentials - HubSpot CRM account with API access - Google Sheets account with API access - Slack workspace for notifications (optional) - Email service for welcome emails (optional) Step-by-Step Configuration 1. Install Community Nodes bash Install required community nodes npm install n8n-nodes-scrapegraphai npm install n8n-nodes-slack 2. Configure ScrapeGraphAI Credentials - Navigate to Credentials in your n8n instance - Add new ScrapeGraphAI API credentials - Enter your API key from ScrapeGraphAI dashboard - Test the connection to ensure it's working 3. Set up HubSpot CRM Integration - Add HubSpot API credentials - Grant necessary permissions for contacts, deals, and tasks - Configure custom properties for lead scoring and qualification - Test the connection to ensure it's working 4. Set up Google Sheets Connection - Add Google Sheets OAuth2 credentials - Grant necessary permissions for spreadsheet access - Create a new spreadsheet for sales pipeline data - Configure the sheet name (default: "Sales Pipeline") 5. Configure Lead Scoring Parameters - Update the lead scoring weights in the Code node - Customize ideal customer profile criteria - Set automation trigger thresholds - Adjust sa