Notify HubSpot deal stage changes with OpenAI, Slack and Gmail

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1. Workflow Overview

Quick overview This workflow triggers on HubSpot dealstage changes, pulls full deal, contact, and owner details, uses OpenAI to generate a concise Slack ready update with next steps, notifies the r...

Best for

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

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.hubspottrigger, n8n-nodes-base.if, n8n-nodes-base.hubspot, n8n-nodes-base.code, @n8n/n8n-nodes-langchain.openai, n8n-nodes-base.slack, n8n-nodes-base.googlesheets

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: Notify HubSpot deal stage changes with OpenAI, Slack and Gmail
Workflow name: Notify HubSpot deal stage changes with OpenAI, Slack and Gmail

Quick overview

This workflow triggers on HubSpot dealstage changes, pulls full deal, contact, and owner details, uses OpenAI to generate a concise Slack-ready update with next steps, notifies the right Slack channel or emails the owner for ClosedWon, logs the event to Google Sheets, and writes a note back to HubSpot.

How it works

Triggers in HubSpot whenever a deal property changes and continues only when the changed property is the deal stage.
Retrieves the full deal record from HubSpot, formats key fields (stage label, value, close date, won/lost flags), and builds an AI prompt.
Sends the prompt to OpenAI to generate a 3–4 sentence stage-change summary with two actionable next steps.
Posts the AI summary to Slack, routing high-value deals to a leadership channel and other deals to the sales team channel.
Appends a structured log entry (deal, stage, owner/contact, value, close date, AI summary, timestamp) to Google Sheets.
Fetches the HubSpot owner and contact details to enrich downstream messages, then sends a Gmail congratulations email for Closed Won deals or a Slack loss alert with the loss reason for Closed Lost deals.
Creates a note in HubSpot containing the stage-change notification and AI summary, and associates the note with the deal.

Setup

Connect your HubSpot Trigger credentials and add an HTTP header auth credential for HubSpot API calls to owners, contacts, notes creation, and note-to-deal association endpoints.
Connect your OpenAI credential and select a model in the OpenAI node.
Connect your Slack OAuth2 credential and update the target channels/messages for leadership, sales, loss alerts, and error alerts.
Connect your Gmail credential for sending Closed Won emails and ensure deal owners in HubSpot have an email address.
Connect your Google Sheets credential and replace the document ID with your spreadsheet ID (and confirm the target sheet name and columns).

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 - Sticky Note

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

Block 2 - Sticky Note1

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

Block 3 - Sticky Note2

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

Block 4 - Sticky Note3

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

Block 5 - Sticky Note4

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

Block 6 - Sticky Note5

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

Block 7 - Sticky Note6

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

Block 8 - HubSpot Trigger

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

Block 9 - Is Real Stage Change?

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

Block 10 - Get Deal Details

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

Block 11 - Format Deal Data

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

Block 12 - Generate AI Summary

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

Block 13 - High Value Deal?

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

Block 14 - Slack - Leadership Channel

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

Block 15 - Slack - Sales Team Channel

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

Block 16 - Log to Google Sheets

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4

Block 17 - Get Owner Details

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 18 - Get Contact Details

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 19 - Merge Deal Context

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3

Block 20 - Build Enriched Context

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

Block 21 - Won / Lost / Other?

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3

Block 22 - Gmail - Congrats to Owner

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 23 - Slack - Loss Alert to Management

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

Block 24 - Create HubSpot Note on Deal

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Showing the first 24 of 26 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Notify HubSpot deal stage changes with OpenAI, Slack and Gmail
Complexity	advanced
Nodes	26
Categories	CRM, AI Summarization
Author	Avkash Kakdiya
Published	03 Jun 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/16076/16076.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 Summarization workflows

Frequently asked questions

What does Notify HubSpot deal stage changes with OpenAI, Slack and Gmail 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 Summarization use case.

Avkash Kakdiya

115 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.hubspottrigger n8n-nodes-base.if n8n-nodes-base.hubspot n8n-nodes-base.code @n8n/n8n-nodes-langchain.openai n8n-nodes-base.slack n8n-nodes-base.googlesheets

Complexity

advanced

Published 03 Jun 2026

Likes 0

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Install path: /data/workflows/16076/16076.json

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Notify HubSpot deal stage changes with OpenAI, Slack and Gmail

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Quick overview

How it works

Setup

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note

Block 2 - Sticky Note1

Block 3 - Sticky Note2

Block 4 - Sticky Note3

Block 5 - Sticky Note4

Block 6 - Sticky Note5

Block 7 - Sticky Note6

Block 8 - HubSpot Trigger

Block 9 - Is Real Stage Change?

Block 10 - Get Deal Details

Block 11 - Format Deal Data

Block 12 - Generate AI Summary

Block 13 - High Value Deal?

Block 14 - Slack - Leadership Channel

Block 15 - Slack - Sales Team Channel

Block 16 - Log to Google Sheets

Block 17 - Get Owner Details

Block 18 - Get Contact Details

Block 19 - Merge Deal Context

Block 20 - Build Enriched Context

Block 21 - Won / Lost / Other?

Block 22 - Gmail - Congrats to Owner

Block 23 - Slack - Loss Alert to Management

Block 24 - Create HubSpot Note on Deal

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