Weekly HubSpot lead report to Slack

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Important notice

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

1. Workflow Overview

This n8n template posts a quick weekly snapshot to Slack so your team sees last week’s funnel movement at a glance. It counts how many contacts entered the Lead stage in the past week—and optionall...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.hubspot, n8n-nodes-base.filter, n8n-nodes-base.summarize, n8n-nodes-base.stickynote, n8n-nodes-base.slack, 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 Miha.

Original n8n.io source

1.1 Workflow description

Title: Weekly HubSpot lead report to Slack
Workflow name: Weekly HubSpot lead report to Slack

This n8n template posts a quick weekly snapshot to Slack so your team sees last week’s funnel movement at a glance. It counts how many contacts entered the Lead stage in the past week—and optionally reports closed-won deals from the same period.

Perfect for GTM standups and Monday pipeline reviews.

How it works

A weekly schedule (e.g., Mondays 07:00) kicks things off.
HubSpot → Get all contacts pulls contacts with hs_v2_date_entered_lead.
A filter keeps only those whose lead date is within the last 7 days.
Summarize counts the resulting leads.
Slack posts: “Last week we generated X leads.”
(Optional branch) Deals:
- HubSpot → Get all deals with hs_is_closed_won and hs_closed_won_date.
- Filter to closed-won last week.
- Summarize to report count and (if mapped) total amount.

How to use

Connect HubSpot on the contacts and (optional) deals nodes.
Connect Slack and pick the destination channel.
In Schedule the report, set your preferred day/time.
(Optional) For the Deals branch, include the amount property on “Get all deals” and set Summarize → sum over amount.
Activate the workflow.

Requirements

HubSpot (OAuth2)
Slack (OAuth2)

Notes & customization

Time windows: Adjust the filter to different periods (e.g., last 14 or 30 days).
More stages: Duplicate the contacts branch for MQL/SQL or custom lifecycle events.
Richer Slack message: Add emojis, trend vs. prior week, or a tiny leaderboard by owner.
Segments: Split by country/industry using HubSpot lists or additional filters.

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 - Get all contacts

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

Block 2 - Filter leads added last week

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

Block 3 - Count leads

Type / Role: n8n-nodes-base.summarize - summarize
Config choices: Version 1.1

Block 4 - Sticky Note

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

Block 5 - Send report to a Slack channel

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

Block 6 - Schedule the report

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

Block 7 - Sticky Note1

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

Block 8 - Get all deals

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

Block 9 - Filter won deals last week

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

Block 10 - Sum deal value

Type / Role: n8n-nodes-base.summarize - summarize
Config choices: Version 1.1

Block 11 - Sticky Note2

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

3. Summary Table

Workflow	Weekly HubSpot lead report to Slack
Complexity	intermediate
Nodes	11
Categories	CRM
Author	Miha
Published	26 Sept 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/8970/8970.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 Weekly HubSpot lead report to Slack 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.

Miha

10 workflows

Nodes

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

Complexity

intermediate

Published 26 Sept 2025

Likes 0

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Install path: /data/workflows/8970/8970.json

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Weekly HubSpot lead report to Slack

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How it works

How to use

Requirements

Notes & customization

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Get all contacts

Block 2 - Filter leads added last week

Block 3 - Count leads

Block 4 - Sticky Note

Block 5 - Send report to a Slack channel

Block 6 - Schedule the report

Block 7 - Sticky Note1

Block 8 - Get all deals

Block 9 - Filter won deals last week

Block 10 - Sum deal value

Block 11 - Sticky Note2

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