Smartlead to HubSpot performance analytics

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Important notice

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

1. Workflow Overview

Smartlead to HubSpot Performance Analytics A streamlined workflow to analyze your Smartlead performance metrics by tracking lifecycle stages in HubSpot and generating automated reports. Who is this...

Best for

CRM automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.httprequest, n8n-nodes-base.splitinbatches, n8n-nodes-base.postgres, n8n-nodes-base.merge, n8n-nodes-base.code, n8n-nodes-base.hubspot, n8n-nodes-base.if, n8n-nodes-base.scheduletrigger

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by victor de coster.

Original n8n.io source

1.1 Workflow description

Title: Smartlead to HubSpot performance analytics
Workflow name: Smartlead to HubSpot performance analytics

Smartlead to HubSpot Performance Analytics A streamlined workflow to analyze your Smartlead performance metrics by tracking lifecycle stages in HubSpot and generating automated reports.

Who is this for?

(Outbound) Automation Agencies, Sales and marketing teams using Smartlead for outreach campaigns who want to track their performance metrics and lead progression in HubSpot.

What problem does this workflow solve?

Manual tracking of lead performance across Smartlead and HubSpot is time-consuming and error-prone. This workflow automates performance reporting by connecting your Smartlead data with HubSpot lifecycle stages, providing clear insights into your outreach campaign effectiveness.

What this workflow does

Automatically pulls performance data from your Smartlead campaigns Cross-references contact status with HubSpot lifecycle stages Generates comprehensive performance reports in Google Sheets Provides customizable reporting schedules to match your team's needs

Setup Requirements

PostgreSQL Database

Set up your PostgreSQL instance (includes $300 free GCP credits) Follow our step-by-step setup guide: Find a step-by-step guide here

Google Account Integration

Connect your Google Account to n8n Find the guide here

Smartlead Configuration

Connect your Smartlead instance: Detailed connection guide included in workflow

How to customize this workflow

Configure the Trigger node to adjust report frequency Modify the Google Sheets template to match your specific KPIs Customize HubSpot lifecycle stage mapping in the Function node Adjust PostgreSQL queries to track additional metrics

Need assistance or have suggestions? lmk here

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 - EXTRACT CAMPAIGN DATA

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

Block 2 - FETCH ALL CAMPAIGNS

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

Block 3 - Loop Over Items

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

Block 4 - UPDATE CAMPAIGN

Type / Role: n8n-nodes-base.postgres - postgres
Config choices: Version 2.5

Block 5 - Merge

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

Block 6 - Code

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

Block 7 - Loop Over Items1

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

Block 8 - HubSpot

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

Block 9 - If

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

Block 10 - Schedule Trigger

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.2

Block 11 - UPSERT CAMPAIGN ACTIVITY

Type / Role: n8n-nodes-base.postgres - postgres
Config choices: Version 2.5

Block 12 - HUBSPOT TABLE

Type / Role: n8n-nodes-base.postgres - postgres
Config choices: Version 2.5

Block 13 - SEARCH

Type / Role: n8n-nodes-base.postgres - postgres
Config choices: Version 2.5

Block 14 - Postgres1

Type / Role: n8n-nodes-base.postgres - postgres
Config choices: Version 2.5

Block 15 - UPDATE HUBSPOT ACTIVITY TABLE

Type / Role: n8n-nodes-base.postgres - postgres
Config choices: Version 2.5

Block 16 - Sticky Note

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

Block 17 - Sticky Note1

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

Block 18 - SET SMARTLEAD API KEY

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 19 - Sticky Note2

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

Block 20 - Postgres

Type / Role: n8n-nodes-base.postgres - postgres
Config choices: Version 2.5

Block 21 - Sticky Note3

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

Block 22 - Sticky Note4

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

Block 23 - Google Sheets

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.5

3. Summary Table

Workflow	Smartlead to HubSpot performance analytics
Complexity	advanced
Nodes	23
Categories	CRM
Author	victor de coster
Published	05 Dec 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2610/2610.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

Frequently asked questions

What does Smartlead to HubSpot performance analytics 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 use case.

victor de coster

2 workflows

Nodes

n8n-nodes-base.httprequest n8n-nodes-base.splitinbatches n8n-nodes-base.postgres n8n-nodes-base.merge n8n-nodes-base.code n8n-nodes-base.hubspot n8n-nodes-base.if n8n-nodes-base.scheduletrigger

Complexity

advanced

Published 05 Dec 2024

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/2610/2610.json

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Smartlead to HubSpot performance analytics

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Who is this for?

Setup Requirements

PostgreSQL Database

Google Account Integration

Smartlead Configuration

How to customize this workflow

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - EXTRACT CAMPAIGN DATA

Block 2 - FETCH ALL CAMPAIGNS

Block 3 - Loop Over Items

Block 4 - UPDATE CAMPAIGN

Block 5 - Merge

Block 6 - Code

Block 7 - Loop Over Items1

Block 8 - HubSpot

Block 9 - If

Block 10 - Schedule Trigger

Block 11 - UPSERT CAMPAIGN ACTIVITY

Block 12 - HUBSPOT TABLE

Block 13 - SEARCH

Block 14 - Postgres1

Block 15 - UPDATE HUBSPOT ACTIVITY TABLE

Block 16 - Sticky Note

Block 17 - Sticky Note1

Block 18 - SET SMARTLEAD API KEY

Block 19 - Sticky Note2

Block 20 - Postgres

Block 21 - Sticky Note3

Block 22 - Sticky Note4

Block 23 - Google Sheets

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