Send a notification to Slack when a new high-quality lead is added to Hubspot

Name: Send a notification to Slack when a new high-quality lead is added to Hubspot
Availability: InStock
Author: Ricardo Espinozaas

Send a notification to Slack when a new high-quality lead is added to Hubspot preview

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Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

Use Case

When tracking your contacts and leads in Hubspot CRM, every new contact might be a potential customer. To guarantee that you're keeping the overview you'd normally need to look at every new lead that is coming in manually to identify high-quality leads to prioritize their engagement and optimize the sales process. This workflow saves the work and does it for you.

What this workflow does

The workflow runs every 5 minutes. On every run, it checks the Hubspot CRM for contacts that were added since the last check. It then checks if they meet certain criteria (in this case if they are making +5m annual revenue) and alerts you in Slack for every match.

Setup

Add Hubspot, and Slack credentials.
Click on Test workflow.

How to adjust this workflow to your needs

Change the schedule interval
Adjust the criteria to send alerts

Ricardo Espinozaas

3 workflows

Nodes

n8n-nodes-base.hubspot n8n-nodes-base.slack n8n-nodes-base.stickynote n8n-nodes-base.scheduletrigger n8n-nodes-base.filter

Complexity

intermediate

Published 24 Feb 2024

Likes 0

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Install path: /data/workflows/2131/2131.json

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Send a notification to Slack when a new high-quality lead is added to Hubspot

Workflow preview

Important notice

Overview

Use Case

What this workflow does

Setup

How to adjust this workflow to your needs