Automated call summary transfer from Chorus AI to HubSpot CRM
Ready for 3.0What this workflow does
This workflow has 15 nodes and runs on a schedule (every hour) (plus 1 other trigger). It uses only n8n's built-in nodes. It also calls chorus.ai, api.hubapi.com and api.hubspot.com over HTTP.
How it runs
Trigger: On a schedule (every hour) (plus 1 other trigger).
- Get Chorus Engagement per last day (HTTP Request): calls chorus.ai
- Merge paginated engagements (Code): runs custom JavaScript code
- Filter: keeps only the items that match a condition
- Loop Over Engagements (Loop Over Items (Split in Batches)): loops over the items in batches
- Search Company In HubSpot By Name (HTTP Request): calls api.hubapi.com (POST)
- If: checks a condition and branches into true / false
- Search notes (HTTP Request): calls api.hubapi.com (POST)
- If: checks a condition and branches into true / false
- Create Note Payload (Code): runs custom JavaScript code
- Create Note (HTTP Request): calls api.hubspot.com (POST)
HTTP calls to: chorus.ai, api.hubapi.com, api.hubspot.com
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)
- HTTP Request
n8n-nodes-base.httpRequest - Code
n8n-nodes-base.code - Filter
n8n-nodes-base.filter - If
n8n-nodes-base.if - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - No Operation, do nothing
n8n-nodes-base.noOp - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Manual Trigger
n8n-nodes-base.manualTrigger
From the author
Who’s it for: SALES teams and AGENCIES that want to automatically send call summaries to their CRM. This flow is best suited for agencies and businesses that use ZoomInfo Chorus AI to capture and analyze calls, and HubSpot as their main CRM system for…