45 n8n HubSpot automations
Every free, copy-paste n8n recipe that works with HubSpot. Each one is a ready-to-run AI agent — import the workflow, connect your HubSpot account, and it runs 24/7. No code, no signup — spanning Sales, Finance, DevOps, Lead Generation, E-commerce and Marketing.
Browse 45 recipes →
Spot Freemium Power Users Ready for a Sales Conversation
Some free users hit power-user behavior that signals real buying potential, invisible in aggregate metrics. Detect free accounts crossing power-usage thresholds and route them to sales.
Give Enterprise Customers a Heads-Up Before They Hit an Overage
Surprise overage charges damage enterprise relationships even when contractually valid. Detect accounts trending toward overage and give them a proactive heads-up to upgrade or adjust.
Warn Only the Customers Actually Using a Deprecated API Endpoint
Deprecating an API endpoint means warning customers — but blasting everyone causes needless panic. Detect which customers actually call the endpoint and warn only them, with usage counts.
Time Win-Back Outreach to When Churned Customers Actually Return
Churned customers get win-back blasts immediately, when they're least receptive. Detect the signals and timing that precede real returns and reach out at the moment they're ready.
Compile Field Sales Visit Reports From Quick Voice Notes
Field sales reps skip visit reports because typing them after a full day is miserable, so CRM data rots. Let reps dictate a voice note per visit and auto-compile the structured report.
Capture Inbound WhatsApp Enquiries as CRM Leads Automatically
An n8n workflow that turns every first-time WhatsApp message into a CRM lead — creating a contact with the phone number, the enquiry text and a source tag, then alerting sales — so businesses running WhatsApp click-to-chat ads never lose an interested customer to an unanswered thread.
Capture Warranty Registrations and Enrich Customer Profiles
Know your buyers — turn warranty registrations into enriched CRM profiles so you can support and market to product owners effectively.
Log a CRM Note by Voice From the Parking Lot After a Meeting
The best CRM notes die in the car after the meeting. Speak a voice note and AI transcribes, matches the contact and logs a structured note with next steps.
Capture and Qualify Trade Show Booth Leads on the Spot
Don't lose booth leads to a spreadsheet you handle later. Capture each lead at the booth, qualify instantly, and trigger same-day follow-up.
Route TikTok Lead Generation Form Submissions Straight into Your CRM
An n8n workflow that catches every TikTok Lead Generation form submission the instant it happens, enriches and de-duplicates it, and creates a contact in your CRM plus a Slack alert — so paid TikTok leads reach sales in seconds instead of sitting in TikTok Ads Manager.
Nudge Reps When a Sales Deal Goes Stale for Too Long
An n8n workflow that scans your CRM daily for open deals with no activity in X days, and DMs the owning rep a short list of what's gone quiet with a one-click way to act — so deals stop dying of neglect in the pipeline.
Turn Sales Call Recordings into CRM Summaries and Next Steps
An n8n workflow that takes a finished sales call recording, transcribes it, has Claude write a summary with objections, buying signals and clear next steps, and saves it as a note on the CRM deal — so reps stop typing recaps and managers get consistent, searchable call intelligence.
Flag Per-Customer Usage Drops That Signal Churn Risk
Catch silent churn — detect individual customers whose usage suddenly drops and alert their account owner to re-engage.
Attribute Every Signup to Its Marketing Source in the CRM
Know what's working — capture each signup's UTM parameters and referrer and store them on the CRM record so you can attribute revenue to channels.
Notify Partners Instantly When You Pass Them a Lead
Keep channel partners happy by instantly notifying them when you route a lead their way, with all the context to act fast.
Spin Up a Shared Slack Connect Channel for New Enterprise Customers
Give enterprise customers a direct line — when a big deal closes, automatically create a shared Slack channel and invite their team and yours.
Aggregate and Rank Feature Requests by Customer Votes and Value
Prioritize with signal — collect feature requests, let customers vote, and rank them weighted by account value for your roadmap.
Kick Off a 90-Day Renewal Playbook Before Annual Contracts End
Secure renewals early — 90 days before an annual contract ends, launch a structured renewal playbook with tasks, check-ins and value recaps.
Handle Account Owner Changes With a Smooth Handoff
When a customer's champion leaves, risk spikes. Detect owner changes and trigger a handoff play to re-establish the relationship fast.
Detect and Merge Duplicate Accounts Automatically
Keep data clean — detect likely duplicate customer accounts from matching signals and route them for a safe, reviewed merge.
Alert Sales When an Account Shows Expansion Signals
Grow existing accounts — detect signals like new team members, hitting seat limits, or rising usage, and alert the account owner to pitch an expansion.
Route Property Inquiries to the Right Agent by Area Instantly
An n8n workflow that takes each property inquiry, assigns it to the agent covering that area or price band, creates the lead in your CRM, and texts the agent to respond fast — so real estate leads reach the right person in seconds instead of sitting in a shared inbox.
Ping the Rep When a Known Prospect Hits Your Pricing Page
A known prospect on your pricing page is raising their hand. Detect identified visitors hitting pricing and ping their owner in Slack within a minute.
Auto-Enrich New CRM Leads with Live Company Research from Perplexity
An n8n workflow that fires when a new lead enters your CRM, asks Perplexity to research the lead's company — what they do, size, recent news, likely pain points — and writes a cited briefing back onto the CRM record, so sales reps open every call already knowing who they're talking to.
Escalate Stalled Customer Onboardings Before They Churn
Onboardings that stall often churn. Detect customers stuck at an onboarding stage too long and escalate to the CSM to unblock them.
Give Each CSM a Weekly Health Digest of Their Accounts
Help CSMs prioritize by sending each a weekly digest ranking their accounts by health, with the riskiest surfaced for action.
Enrich New SaaS Signups by Domain and Route by Company Size
The moment someone signs up, enrich their company from the email domain and route enterprise-sized accounts straight to sales while others go self-serve.
Auto-Send an NDA for E-Signature When a New Client Is Added
An n8n workflow that fires when a new client is created in your CRM, sends them your NDA through an e-signature provider, and updates the record when it's signed — so paperwork happens the moment a relationship starts instead of days into the project.
Turn Meeting Recordings Into CRM Notes and Action Items Automatically
After each recorded call, AI transcribes it, writes a summary to the CRM, and creates follow-up tasks so nothing discussed is forgotten.
Capture LinkedIn Post Engagers as Leads in Your CRM
Turn people who engage with your LinkedIn content into tracked CRM leads automatically, so warm prospects never slip through the cracks.
Log LinkedIn Company Mentions as Buying Signals in Your CRM
Monitor LinkedIn for target accounts mentioning relevant topics and record each as a timely buying signal on their CRM record for sales to act on.
Capture Instagram Comment Leads into HubSpot Automatically
An n8n workflow that watches comments on your Instagram posts for buying-intent keywords like 'price', 'link' or 'how much', uses Claude to confirm real intent, and creates a HubSpot contact with the comment as a note — so warm leads hiding in your comment section never slip away.
Fire a Slack Win and Draft an Invoice the Moment a HubSpot Deal Closes
When a HubSpot deal moves to Closed Won, automatically celebrate in Slack and draft an invoice in your accounting tool so nothing slips between sales and finance.
Score and Filter Spam From Website Form Submissions With AI
Stop junk leads from cluttering your CRM — AI scores each form submission for spam likelihood and only genuine leads pass through to sales.
Follow Up With Conference Leads Before They Go Cold
Capitalize on events — import badge-scanned leads, enrich and score them, and trigger a fast, personalized follow-up while the event is fresh.
Get a Weekly List of CRM Records Missing the Fields That Matter
Reports and routing break on empty CRM fields. Every week, get a per-owner list of contacts and deals missing critical data — with one-click links to fix them.
Know When a Past Champion Starts a New Job — Your Warmest Lead
When someone who loved your product changes jobs, they often buy it again at the new company. Watch your champions for job changes and alert the rep the week it happens.
Auto-Create a Zoom Meeting and CRM Deal for Every Calendly Booking
When someone books a call on Calendly, automatically generate a Zoom meeting link, log a deal in your CRM, and send the invitee the join details.
Snap a Business Card and Have It in Your CRM Before You Leave the Room
Business cards pile up and die in a drawer. Photograph a card, and AI extracts the name, company and email straight into your CRM with a follow-up task.
Qualify Inbound Social DMs With AI Before Routing to Sales
Filter the noise — AI reads inbound DMs, qualifies genuine buying interest, and routes only real prospects to sales with a summary.
Register and Route Partner-Submitted Leads Without Conflicts
Run a clean partner program — accept partner deal registrations, check for conflicts with existing pipeline, and confirm or reject automatically.
Log Inbound Calls to Your CRM With AI Summaries
Capture phone conversations — transcribe inbound calls, summarize them with AI, and log the summary and next steps to the caller's CRM record.
Automatically Mark HubSpot Deals as Lost When Zendrop Orders Are Cancelled
When an order is cancelled in Zendrop, this workflow instantly updates the corresponding HubSpot deal stage to Lost, saving sales reps from manually tracking cancellations and keeping the pipeline accurate.
Auto-Enrich New Leads in HubSpot the Moment They Submit a Form
Captures new leads via a webhook and automatically creates or updates enriched contact records in HubSpot with structured data. B2B sales teams save hours of manual data entry and respond to hot leads faster.
Instantly Sync New HubSpot Deals to Pipedrive Without Manual Data Entry
When a new deal is created in HubSpot, this workflow automatically creates a matching deal in Pipedrive. Sales reps stay in sync across both CRMs with zero copy-pasting.