Automated customer onboarding with HubSpot, Gmail, and AI-powered scheduling
Needs changesNeeds 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 AI Agent, Google Calendar, OpenAI Chat Model and Call n8n Workflow and 3 more. 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).
- Enter your company data here (Edit Fields (Set)): sets 4 fields: company_name, sender_name, sender_email…
- Calendar Agent (AI Agent): runs an AI agent, with model: OpenAI Model; 5 tools (Get Events, Create Event, Delete Event, Update Event…)
- Get list of owners (HTTP Request): calls api.hubapi.com
- Success (Edit Fields (Set)): sets or maps fields
- Try Again (Edit Fields (Set)): sets 1 field: response
- Split Out: splits a list into separate items
- Get current owner (Filter): keeps only the items that match a condition
- If: checks a condition and branches into true / false
- Get all info about the contact (HubSpot): get
- 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
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 3.0 | Replace 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)
- Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - AI Agent
@n8n/n8n-nodes-langchain.agent - Google Calendar Tool
n8n-nodes-base.googleCalendarTool - Execute Workflow Trigger
n8n-nodes-base.executeWorkflowTrigger - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Call n8n Workflow Tool
@n8n/n8n-nodes-langchain.toolWorkflow - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - HTTP Request
n8n-nodes-base.httpRequest - Split Out
n8n-nodes-base.splitOut - Filter
n8n-nodes-base.filter - HubSpot Trigger
n8n-nodes-base.hubspotTrigger - If
n8n-nodes-base.if - HubSpot
n8n-nodes-base.hubspot - Gmail
n8n-nodes-base.gmail - Markdown
n8n-nodes-base.markdown
From the author
HubSpot Customer Onboarding Automation Overview Streamline your customer onboarding process with this intelligent automation that triggers when new contacts are created in HubSpot. The workflow automatically sends personalized welcome emails, schedules…