Build a Slack-based CRM assistant with HubSpot and Google Gemini

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1. Workflow Overview

How it works This workflow creates a Slack based CRM assistant that allows users to query HubSpot data using natural language. When a user mentions the bot in Slack, the message is cleaned and proc...

Best for

CRM automation workflows
AI Chatbot automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.slack, n8n-nodes-base.code, n8n-nodes-base.hubspot, n8n-nodes-base.slacktrigger, n8n-nodes-base.filter, n8n-nodes-base.merge, n8n-nodes-base.stickynote, @n8n/n8n-nodes-langchain.lmchatgooglegemini

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Avkash Kakdiya.

Original n8n.io source

1.1 Workflow description

Title: Build a Slack-based CRM assistant with HubSpot and Google Gemini
Workflow name: Build a Slack-based CRM assistant with HubSpot and Google Gemini

How it works

This workflow creates a Slack-based CRM assistant that allows users to query HubSpot data using natural language. When a user mentions the bot in Slack, the message is cleaned and processed to remove Slack-specific formatting. The workflow then retrieves and filters relevant data from HubSpot (deals, companies, and contacts). Finally, an AI agent formats the response and sends a structured reply back to Slack.

Step-by-step

Trigger on Slack mention
Slack Trigger – Listens for app mentions in Slack channels.
Code in JavaScript – Cleans the message by removing Slack IDs and formatting.
Fetch and filter CRM data
Get Deals – Retrieves deals from HubSpot.
Filter Deals – Filters deals based on the user query.
Get many companies – Fetches company records from HubSpot.
Filter Companies – Matches companies against the query.
Get Contacts – Retrieves contact data from HubSpot.
Filter Contacts – Filters contacts using name-based matching.
Merge – Combines filtered deals, companies, and contacts into one dataset.
Generate and send AI response
AI Agent – Uses AI to format and structure the CRM data into a readable response.
Google Gemini Chat Model – Provides the language model for the AI agent.
Send a message – Sends the final response back to the Slack channel.

Why use this?

Enables instant CRM access directly from Slack without logging into HubSpot
Simplifies data lookup using natural language queries
Combines multiple CRM objects into a single intelligent response
Improves team productivity with faster decision-making
Easily customizable for additional fields, filters, or AI formatting

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Send a message

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.4

Block 2 - Code in JavaScript

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 3 - Get many companies

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2.2

Block 4 - Slack Trigger

Type / Role: n8n-nodes-base.slackTrigger - slackTrigger
Config choices: Version 1

Block 5 - Get Contacts

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2.2

Block 6 - Filter Contacts

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 2.3

Block 7 - Filter Companies

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 2.3

Block 8 - Merge

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.2

Block 9 - Filter Deals

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 2.3

Block 10 - Get Deals

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2.2

Block 11 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 12 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 13 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 14 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 15 - Google Gemini Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatGoogleGemini - lmChatGoogleGemini
Config choices: Version 1

Block 16 - AI Agent

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 3

3. Summary Table

Workflow	Build a Slack-based CRM assistant with HubSpot and Google Gemini
Complexity	advanced
Nodes	16
Categories	CRM, AI Chatbot
Author	Avkash Kakdiya
Published	01 Apr 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/14555/14555.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows AI Chatbot workflows

Frequently asked questions

What does Build a Slack-based CRM assistant with HubSpot and Google Gemini do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, AI Chatbot use case.

Avkash Kakdiya

115 workflows

Nodes

n8n-nodes-base.slack n8n-nodes-base.code n8n-nodes-base.hubspot n8n-nodes-base.slacktrigger n8n-nodes-base.filter n8n-nodes-base.merge n8n-nodes-base.stickynote @n8n/n8n-nodes-langchain.lmchatgooglegemini

Complexity

advanced

Published 01 Apr 2026

Likes 0

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Install path: /data/workflows/14555/14555.json

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Build a Slack-based CRM assistant with HubSpot and Google Gemini

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How it works

Step-by-step

Why use this?

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Send a message

Block 2 - Code in JavaScript

Block 3 - Get many companies

Block 4 - Slack Trigger

Block 5 - Get Contacts

Block 6 - Filter Contacts

Block 7 - Filter Companies

Block 8 - Merge

Block 9 - Filter Deals

Block 10 - Get Deals

Block 11 - Sticky Note3

Block 12 - Sticky Note2

Block 13 - Sticky Note1

Block 14 - Sticky Note

Block 15 - Google Gemini Chat Model

Block 16 - AI Agent

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions