This workflow follows the Form Trigger → Gmail recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"name": "CRM intelligence system",
"nodes": [
{
"parameters": {
"formTitle": "Data Form",
"formFields": {
"values": [
{
"fieldLabel": "First Name",
"requiredField": true
},
{
"fieldLabel": "Last Name",
"requiredField": true
},
{
"fieldLabel": "Job Title",
"requiredField": true
},
{
"fieldLabel": "Company Name",
"requiredField": true
},
{
"fieldLabel": "Email ",
"fieldType": "email",
"requiredField": true
},
{
"fieldLabel": "How did you hear about us?",
"fieldType": "dropdown",
"fieldOptions": {
"values": [
{
"option": "Cold Outreach"
},
{
"option": "LinkedIn"
},
{
"option": "Referral"
},
{
"option": "Website"
}
]
},
"requiredField": true
},
{
"fieldLabel": "What challenge are you facing? ",
"fieldType": "dropdown",
"fieldOptions": {
"values": [
{
"option": "Operations Strategy"
},
{
"option": "Growth Advisory"
},
{
"option": "Process Automation"
},
{
"option": "Team Structure"
}
]
},
"requiredField": true
}
]
},
"options": {
"appendAttribution": false
}
},
"type": "n8n-nodes-base.formTrigger",
"typeVersion": 2.5,
"position": [
-528,
-144
],
"id": "fcce08fa-0962-44b7-8eb7-d5dcdf5ebbcf",
"name": "On form submission"
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "b8c65073-9a94-484b-a846-0713b0fbefe2",
"name": "First Name",
"value": "={{ $json['First Name'] }}",
"type": "string"
},
{
"id": "ce231d52-c873-4a86-989b-7e41825fa9b6",
"name": "Last Name",
"value": "={{ $json['Last Name'] }}",
"type": "string"
},
{
"id": "f333c685-b12b-411f-8847-f85c8e33bf6f",
"name": "Job Title",
"value": "={{ $json['Job Title'] }}",
"type": "string"
},
{
"id": "f12b5eff-006f-4dd5-bfc7-2e8063115ee2",
"name": "Company Name",
"value": "={{ $json['Company Name'] }}",
"type": "string"
},
{
"id": "a0e96c8d-8d84-401c-9c22-9a71cb7ab69e",
"name": "Email ",
"value": "={{ $json['Email '] }}",
"type": "string"
},
{
"id": "cbcef549-8b0e-4c5d-9a74-6ee917803f3d",
"name": "How did you hear about us?",
"value": "={{ $json['How did you hear about us?'] }}",
"type": "string"
},
{
"id": "6dfe635d-8881-4f5c-97fc-c80fd4c6068b",
"name": "What challenge are you facing? ",
"value": "={{ $json['What challenge are you facing? '] }}",
"type": "string"
},
{
"id": "f64abeb4-8a6f-4335-b784-f497a7a78c75",
"name": "submittedAt",
"value": "={{ new Date($json.submittedAt).toLocaleDateString('en-GB', { day: 'numeric', month: 'long', year: 'numeric' }) }}",
"type": "string"
}
]
},
"options": {}
},
"type": "n8n-nodes-base.set",
"typeVersion": 3.4,
"position": [
-304,
-144
],
"id": "b2b64466-e8cd-4e77-8018-7f80d2559052",
"name": "Standardize data"
},
{
"parameters": {
"method": "POST",
"url": "https://api.hubapi.com/crm/v3/objects/contacts",
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={\n \"properties\": {\n \"firstname\": \"{{ $json['First Name'] }}\",\n \"lastname\": \"{{ $json['Last Name'] }}\",\n \"email\": \"{{ $json['Email '] }}\",\n \"company\": \"{{ $json['Company Name'] }}\",\n \"jobtitle\": \"{{ $json['Job Title'] }}\",\n \"lead_source\": \"{{ $json['How did you hear about us?'] }}\",\n \"service_interest\": \"{{ $json['What challenge are you facing? '] }}\",\n \"deal_stage\": \"New Lead\"\n }\n}",
"options": {}
},
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
-80,
-144
],
"id": "55a4a900-09b7-4235-837f-8996a0af6f4f",
"name": "Create new contact record in Hubspot",
"credentials": {
"hubspotOAuth2Api": {
"name": "<your credential>"
},
"httpHeaderAuth": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"method": "POST",
"url": "https://api.hubapi.com/crm/v3/objects/deals",
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={\n \"properties\": {\n \"dealname\": \"{{ $('Standardize data').item.json['First Name'] }} {{ $('Standardize data').item.json['Last Name'] }} - {{ $('Standardize data').item.json['What challenge are you facing? '] }}\",\n \"dealstage\": \"decisionmakerboughtin\",\n \"pipeline\": \"default\"\n },\n \"associations\": [\n {\n \"to\": {\n \"id\": \"{{ $json.id }}\"\n },\n \"types\": [\n {\n \"associationCategory\": \"HUBSPOT_DEFINED\",\n \"associationTypeId\": 3\n }\n ]\n }\n ]\n}",
"options": {}
},
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
144,
-144
],
"id": "224a3385-a36b-4fa1-9bad-0c19ee179e01",
"name": "Create deal pipeline to \"New Lead\"",
"credentials": {
"httpHeaderAuth": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"subject": "=New Lead: {{ $('Standardize data').item.json['First Name'] }} {{ $('Standardize data').item.json['Last Name'] }} - {{ $('Standardize data').item.json['What challenge are you facing? '] }}",
"message": "=<div style=\"font-family: Arial, sans-serif; max-width: 600px; margin: 0 auto; padding: 20px; border: 1px solid #e0e0e0; border-radius: 8px;\">\n \n <div style=\"background-color: #1a1a2e; padding: 20px; border-radius: 6px 6px 0 0; text-align: center;\">\n <h1 style=\"color: #ffffff; margin: 0; font-size: 20px;\">\ud83d\udd14 New Lead Alert</h1>\n </div>\n\n <div style=\"padding: 24px; background-color: #ffffff;\">\n <p style=\"color: #333333; font-size: 15px;\">Hi Landon,</p>\n <p style=\"color: #333333; font-size: 15px;\">A new lead just came in through your enquiry form. Here are their details:</p>\n\n <div style=\"background-color: #f9f9f9; border-left: 4px solid #1a1a2e; padding: 16px; margin: 20px 0; border-radius: 4px;\">\n <p style=\"margin: 6px 0; font-size: 14px;\"><strong>Name:</strong> {{ $('Standardize data').item.json['First Name'] }} {{ $('Standardize data').item.json['Last Name'] }}</p>\n <p style=\"margin: 6px 0; font-size: 14px;\"><strong>Job Title:</strong> {{ $('Standardize data').item.json['Job Title'] }}</p>\n <p style=\"margin: 6px 0; font-size: 14px;\"><strong>Company:</strong> {{ $('Standardize data').item.json['Company Name'] }}</p>\n <p style=\"margin: 6px 0; font-size: 14px;\"><strong>Email:</strong> {{ $('Standardize data').item.json['Email '] }}</p>\n <p style=\"margin: 6px 0; font-size: 14px;\"><strong>Service Interest:</strong> {{ $('Standardize data').item.json['What challenge are you facing? '] }}</p>\n <p style=\"margin: 6px 0; font-size: 14px;\"><strong>Lead Source:</strong> {{ $('Standardize data').item.json['How did you hear about us?'] }}</p>\n <p style=\"margin: 6px 0; font-size: 14px;\"><strong>Date:</strong> {{ $('Standardize data').item.json.submittedAt }}</p>\n </div>\n\n <p style=\"color: #333333; font-size: 15px;\">Their deal has been automatically created in your HubSpot pipeline under <strong>New Lead</strong>. No manual entry needed.</p>\n\n <div style=\"text-align: center; margin: 24px 0;\">\n <a href=\"https://app.hubspot.com\" style=\"background-color: #1a1a2e; color: #ffffff; padding: 12px 24px; text-decoration: none; border-radius: 6px; font-size: 14px; font-weight: bold;\">View in HubSpot \u2192</a>\n </div>\n\n <p style=\"color: #333333; font-size: 15px;\">Recommended next step \u2014 reach out within 24 hours while the lead is warm.</p>\n </div>\n\n <div style=\"background-color: #f4f4f4; padding: 16px; border-radius: 0 0 6px 6px; text-align: center;\">\n <p style=\"color: #999999; font-size: 12px; margin: 0;\">This notification was sent automatically by your CRM Intelligence System</p>\n </div>\n\n</div>",
"options": {
"appendAttribution": false
}
},
"type": "n8n-nodes-base.gmail",
"typeVersion": 2.2,
"position": [
368,
-144
],
"id": "bd207ab7-00b4-417a-9756-9c442835ec94",
"name": "Send notification to founder"
},
{
"parameters": {
"content": "## New Lead Notification",
"height": 272,
"width": 1344
},
"type": "n8n-nodes-base.stickyNote",
"position": [
-592,
-224
],
"typeVersion": 1,
"id": "2f4314ca-1919-4d93-a5d1-479ae8a8d88a",
"name": "Sticky Note"
},
{
"parameters": {
"sendTo": "={{ $('Standardize data').item.json['Email '] }}",
"subject": "=We've received your enquiry, {{ $('Standardize data').item.json['First Name'] }}",
"message": "=<div style=\"font-family: Arial, sans-serif; max-width: 600px; margin: 0 auto; padding: 20px; border: 1px solid #e0e0e0; border-radius: 8px;\">\n\n <div style=\"background-color: #1a1a2e; padding: 24px; border-radius: 6px 6px 0 0; text-align: center;\">\n <h1 style=\"color: #ffffff; margin: 0; font-size: 22px;\">Thank you for reaching out</h1>\n </div>\n\n <div style=\"padding: 28px; background-color: #ffffff;\">\n <p style=\"color: #333333; font-size: 15px;\">Hi {{ $('Standardize data').item.json['First Name'] }},</p>\n\n <p style=\"color: #333333; font-size: 15px;\">Thank you for getting in touch. We've received your enquiry and wanted to confirm that it's in the right hands.</p>\n\n <div style=\"background-color: #f9f9f9; border-left: 4px solid #1a1a2e; padding: 16px; margin: 24px 0; border-radius: 4px;\">\n <p style=\"margin: 0 0 8px 0; font-size: 14px; color: #555555;\"><strong>Your enquiry summary:</strong></p>\n <p style=\"margin: 6px 0; font-size: 14px; color: #333333;\"><strong>Name:</strong> {{ $('Standardize data').item.json['First Name'] }} {{ $('Standardize data').item.json['Last Name'] }}</p>\n <p style=\"margin: 6px 0; font-size: 14px; color: #333333;\"><strong>Company:</strong> {{ $('Standardize data').item.json['Company Name'] }}</p>\n <p style=\"margin: 6px 0; font-size: 14px; color: #333333;\"><strong>Area of interest:</strong> {{ $('Standardize data').item.json['What challenge are you facing? '] }}</p>\n <p style=\"margin: 6px 0; font-size: 14px; color: #333333;\"><strong>Submitted:</strong> {{ $('Standardize data').item.json.submittedAt }}</p>\n </div>\n\n <p style=\"color: #333333; font-size: 15px;\">Here's what happens next:</p>\n\n <div style=\"margin: 16px 0;\">\n <div style=\"display: flex; align-items: flex-start; margin-bottom: 12px;\">\n <div style=\"background-color: #1a1a2e; color: white; border-radius: 50%; width: 24px; height: 24px; text-align: center; line-height: 24px; font-size: 12px; font-weight: bold; margin-right: 12px; flex-shrink: 0;\">1</div>\n <p style=\"margin: 0; font-size: 14px; color: #333333; padding-top: 4px;\">Your enquiry has been logged and assigned for review</p>\n </div>\n <div style=\"display: flex; align-items: flex-start; margin-bottom: 12px;\">\n <div style=\"background-color: #1a1a2e; color: white; border-radius: 50%; width: 24px; height: 24px; text-align: center; line-height: 24px; font-size: 12px; font-weight: bold; margin-right: 12px; flex-shrink: 0;\">2</div>\n <p style=\"margin: 0; font-size: 14px; color: #333333; padding-top: 4px;\">You'll hear back within <strong>24 hours</strong> to schedule a discovery call</p>\n </div>\n <div style=\"display: flex; align-items: flex-start;\">\n <div style=\"background-color: #1a1a2e; color: white; border-radius: 50%; width: 24px; height: 24px; text-align: center; line-height: 24px; font-size: 12px; font-weight: bold; margin-right: 12px; flex-shrink: 0;\">3</div>\n <p style=\"margin: 0; font-size: 14px; color: #333333; padding-top: 4px;\">On the call we'll explore your specific challenges and how we can help</p>\n </div>\n </div>\n\n <p style=\"color: #333333; font-size: 15px;\">In the meantime if you have any urgent questions feel free to reply directly to this email.</p>\n\n <p style=\"color: #333333; font-size: 15px;\">Looking forward to speaking with you.</p>\n\n <p style=\"color: #333333; font-size: 15px;\">Warm regards,<br><strong>Landon</strong><br>Founder</p>\n </div>\n\n <div style=\"background-color: #f4f4f4; padding: 16px; border-radius: 0 0 6px 6px; text-align: center;\">\n <p style=\"color: #999999; font-size: 12px; margin: 0;\">This is an automated confirmation. You'll receive a personal response within 24 hours.</p>\n </div>\n\n</div>",
"options": {
"appendAttribution": false
}
},
"type": "n8n-nodes-base.gmail",
"typeVersion": 2.2,
"position": [
592,
-144
],
"id": "6deafb26-be61-4aab-9473-aa962304ea84",
"name": "Send acknowledgement to lead",
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"rule": {
"interval": [
{
"triggerAtHour": 9
}
]
}
},
"type": "n8n-nodes-base.scheduleTrigger",
"typeVersion": 1.3,
"position": [
-576,
224
],
"id": "b90e785a-41f3-4542-9362-961535b9d9c7",
"name": "Schedule Trigger",
"disabled": true
},
{
"parameters": {
"url": "=https://api.hubapi.com/crm/v3/objects/deals?properties=dealname,dealstage,hs_lastmodifieddate&limit=100",
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"options": {}
},
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
-320,
224
],
"id": "a9be16b6-07e7-4add-9f6a-80a8467af0c4",
"name": "Get all current deals in the pipeline",
"credentials": {
"httpHeaderAuth": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 3
},
"conditions": [
{
"id": "049c95c9-6033-4960-bf95-1ffa5155c181",
"leftValue": "={{ $json.daysInactive }}",
"rightValue": 7,
"operator": {
"type": "number",
"operation": "gt"
}
}
],
"combinator": "and"
},
"options": {}
},
"type": "n8n-nodes-base.if",
"typeVersion": 2.3,
"position": [
128,
224
],
"id": "8857b588-b3ae-4a66-8f70-b8489ff0a463",
"name": "If deals are inactive for <7days (stale deals)"
},
{
"parameters": {},
"type": "n8n-nodes-base.noOp",
"typeVersion": 1,
"position": [
336,
432
],
"id": "b9413bc3-1ea6-47ef-9bac-901587d1f98d",
"name": "No Operation, do nothing"
},
{
"parameters": {
"jsCode": "const stageMap = {\n \"decisionmakerboughtin\": \"New Lead\",\n \"appointmentscheduled\": \"Discovery Call Booked\",\n \"qualifiedtobuy\": \"Proposal Sent\",\n \"presentationscheduled\": \"Negotiation\",\n \"contractsent\": \"Won\",\n \"stage_0\": \"Lost\",\n \"closedwon\": \"Closed Won\",\n \"closedlost\": \"Closed Lost\"\n};\n\nconst STALE_DAYS = 0; // Keep 0 for testing, change to 7 before demo\nconst now = Date.now();\n\n// The data comes in as one item with a results array inside\nconst rawDeals = $input.first().json.results;\n\nconst staleDeals = rawDeals\n .filter(deal => {\n const name = deal.properties.dealname;\n const stage = deal.properties.dealstage;\n const lastModified = deal.properties.hs_lastmodifieddate;\n if (!name || !stage) return false;\n if (stage === \"closedwon\" || stage === \"closedlost\") return false;\n const daysSince = Math.floor((now - new Date(lastModified).getTime()) / (1000 * 60 * 60 * 24));\n return daysSince >= STALE_DAYS;\n })\n .map(deal => {\n const lastModified = deal.properties.hs_lastmodifieddate;\n const daysSince = Math.floor((now - new Date(lastModified).getTime()) / (1000 * 60 * 60 * 24));\n return {\n json: {\n dealId: deal.id,\n dealName: deal.properties.dealname,\n stageName: stageMap[deal.properties.dealstage] || deal.properties.dealstage,\n lastActivity: new Date(lastModified).toLocaleDateString('en-GB', {\n day: 'numeric', month: 'long', year: 'numeric'\n }),\n daysInactive: daysSince,\n hubspotUrl: `https://app.hubspot.com/contacts/146061385/record/0-3/${deal.id}`\n }\n };\n });\n});\n\nif (staleDeals.length === 0) {\n return [{ json: { noStaleDeals: true } }];\n}\n\nreturn staleDeals;"
},
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
-96,
224
],
"id": "fa57025e-03aa-4878-b659-3cedd7c7391c",
"name": "Filter Stale Deals"
},
{
"parameters": {
"method": "POST",
"url": "https://api.anthropic.com/v1/messages",
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "anthropic-version",
"value": "2023-06-01"
}
]
},
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={\n \"model\": \"claude-sonnet-4-20250514\",\n \"max_tokens\": 300,\n \"messages\": [\n {\n \"role\": \"user\",\n \"content\": \"You are an operations assistant for a founder-led consulting business. Write a short 2-3 sentence summary about the following stale deals that need follow-up. Be direct and action-oriented. Use plain text only \u2014 no bold, no asterisks, no markdown formatting. Deals: {{ $json.data.map(d => `${d.dealName} in ${d.stageName} stage, inactive for ${d.daysInactive} days`).join('; ') }}\"\n }\n ]\n}",
"options": {}
},
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
576,
208
],
"id": "7d37bd01-f7cc-4d6b-8045-c8f6640db79a",
"name": "Generate summary using Claude API",
"credentials": {
"httpHeaderAuth": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"aggregate": "aggregateAllItemData",
"options": {}
},
"type": "n8n-nodes-base.aggregate",
"typeVersion": 1,
"position": [
352,
208
],
"id": "af986fff-a588-43f1-bbe0-e51cba167e22",
"name": "Aggregate stale deals"
},
{
"parameters": {
"subject": "=\u26a0\ufe0f Stale Deal Alert",
"message": "=<div style=\"font-family: Arial, sans-serif; max-width: 600px; margin: 0 auto; padding: 20px; border: 1px solid #e0e0e0; border-radius: 8px;\">\n\n <div style=\"background-color: #1a1a2e; padding: 20px; border-radius: 6px 6px 0 0; text-align: center;\">\n <h1 style=\"color: #ffffff; margin: 0; font-size: 20px;\">\u26a0\ufe0f Daily Deal Digest</h1>\n <p style=\"color: #cccccc; margin: 8px 0 0 0; font-size: 13px;\">{{ new Date().toLocaleDateString('en-GB', { weekday: 'long', day: 'numeric', month: 'long', year: 'numeric' }) }}</p>\n </div>\n\n <div style=\"padding: 24px; background-color: #ffffff;\">\n <p style=\"color: #333333; font-size: 15px;\">Hi Landon,</p>\n\n <div style=\"background-color: #f0f4ff; border-left: 4px solid #1a1a2e; padding: 16px; margin: 16px 0; border-radius: 4px;\">\n <p style=\"margin: 0; font-size: 14px; color: #333333;\">{{ $('Generate summary using Claude API').item.json.content[0].text }}</p>\n </div>\n\n\n <div style=\"text-align: center; margin: 24px 0;\">\n <a href=\"https://app.hubspot.com\" style=\"background-color: #1a1a2e; color: #ffffff; padding: 12px 24px; text-decoration: none; border-radius: 6px; font-size: 14px; font-weight: bold;\">Review All Deals \u2192</a>\n </div>\n </div>\n\n <div style=\"background-color: #f4f4f4; padding: 16px; border-radius: 0 0 6px 6px; text-align: center;\">\n <p style=\"color: #999999; font-size: 12px; margin: 0;\">Sent automatically every morning at 9am \u00b7 CRM Intelligence System</p>\n </div>\n\n</div>",
"options": {
"appendAttribution": false
}
},
"type": "n8n-nodes-base.gmail",
"typeVersion": 2.2,
"position": [
800,
208
],
"id": "bb26437c-8e4f-48a6-98a7-3cbee4cbbdae",
"name": "Send Stale deal alert to founder",
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"content": "## Stale deal alert",
"height": 432,
"width": 1568,
"color": 3
},
"type": "n8n-nodes-base.stickyNote",
"position": [
-592,
128
],
"typeVersion": 1,
"id": "b0519cb1-1342-452d-8b41-bbdd375d9ec9",
"name": "Sticky Note1"
}
],
"connections": {
"On form submission": {
"main": [
[
{
"node": "Standardize data",
"type": "main",
"index": 0
}
]
]
},
"Standardize data": {
"main": [
[
{
"node": "Create new contact record in Hubspot",
"type": "main",
"index": 0
}
]
]
},
"Create new contact record in Hubspot": {
"main": [
[
{
"node": "Create deal pipeline to \"New Lead\"",
"type": "main",
"index": 0
}
]
]
},
"Create deal pipeline to \"New Lead\"": {
"main": [
[
{
"node": "Send notification to founder",
"type": "main",
"index": 0
}
]
]
},
"Send notification to founder": {
"main": [
[
{
"node": "Send acknowledgement to lead",
"type": "main",
"index": 0
}
]
]
},
"Schedule Trigger": {
"main": [
[
{
"node": "Get all current deals in the pipeline",
"type": "main",
"index": 0
}
]
]
},
"Get all current deals in the pipeline": {
"main": [
[
{
"node": "Filter Stale Deals",
"type": "main",
"index": 0
}
]
]
},
"If deals are inactive for <7days (stale deals)": {
"main": [
[
{
"node": "Aggregate stale deals",
"type": "main",
"index": 0
}
],
[
{
"node": "No Operation, do nothing",
"type": "main",
"index": 0
}
]
]
},
"Filter Stale Deals": {
"main": [
[
{
"node": "If deals are inactive for <7days (stale deals)",
"type": "main",
"index": 0
}
]
]
},
"Generate summary using Claude API": {
"main": [
[
{
"node": "Send Stale deal alert to founder",
"type": "main",
"index": 0
}
]
]
},
"Aggregate stale deals": {
"main": [
[
{
"node": "Generate summary using Claude API",
"type": "main",
"index": 0
}
]
]
}
},
"active": false,
"settings": {
"executionOrder": "v1",
"binaryMode": "separate"
},
"versionId": "0d89666f-6bab-4b9b-9a0b-156b9f054623",
"meta": {
"templateCredsSetupCompleted": true
},
"id": "Lyu51dqV3rKmQVqu",
"tags": []
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
gmailOAuth2httpHeaderAuthhubspotOAuth2Api
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
How this works
This workflow transforms incoming form submissions from potential leads into actionable CRM intelligence, automatically creating contacts and deal pipelines in HubSpot while notifying your team via Gmail. It's ideal for founders or sales managers handling inbound enquiries who want to streamline lead management without manual data entry, ensuring no opportunity slips through the cracks. The key step involves standardising the form data before it triggers HubSpot API calls to build a structured record and advance the lead to a 'New Lead' pipeline stage.
Use this workflow when you receive event-driven form submissions, such as from website enquiries or landing pages, to maintain a tidy CRM without constant oversight. Avoid it for high-volume leads requiring advanced AI processing or custom integrations beyond basic HTTP requests and Gmail. Common variations include adding Slack notifications instead of email or scheduling follow-ups for nurtured leads.
About this workflow
CRM intelligence system. Uses formTrigger, httpRequest, gmail. Event-driven trigger; 16 nodes.
Source: https://github.com/ChibugoOhanyiri/AI-automation-portfolio/blob/main/crm-intelligence-system/workflow.json — original creator credit. Request a take-down →
Related workflows
Workflows that share integrations, category, or trigger type with this one. All free to copy and import.
Echo Brand Voice Analysis (Processor) - TASK-074 Dec 10 Fix. Uses formTrigger, httpRequest, executeWorkflowTrigger, moveBinaryData. Event-driven trigger; 40 nodes.
Form Trigger, HTTP Request, Execute Workflow Trigger +2
Streamline your content pipeline by bridging Notion and Instagram with a professional "review-before-publish" safeguard. This workflow allows team members to submit content via a simple form, generate
Form Trigger, HTTP Request, N8N Nodes Uploadtourl +1
🎥 Analyze YouTube Video for Summaries, Transcripts & Content + Google Gemini AI. Uses stickyNote, httpRequest, googleDrive, gmail. Event-driven trigger; 33 nodes.
HTTP Request, Google Drive, Gmail +2
This workflow audits a list of URLs from a CSV upload or an XML sitemap using the Google PageSpeed Insights API, writes Lighthouse and Core Web Vitals metrics into a new Google Sheets report, and emai
HTTP Request, XML, Form Trigger +2
This n8n template automates PDF translation into 1 or 2 target languages while maintaining professional formatting. Users submit PDFs via web form and receive translated documents via email with prese
Google Translate, HTTP Request, Form Trigger +2