8
n8n Deutschamn8n.com

Chorus -> HubSpot - Anrufzusammenfassungsübertragung

Experte

Dies ist ein CRM, Multimodal AI-Bereich Automatisierungsworkflow mit 18 Nodes. Hauptsächlich werden If, Code, Filter, HttpRequest, ManualTrigger und andere Nodes verwendet. Automatische Übertragung von Anrufzusammenfassungen von Chorus AI zu HubSpot CRM

Voraussetzungen
  • •Möglicherweise sind Ziel-API-Anmeldedaten erforderlich

Verwendete Nodes (18)

If
Code
NoOp
Filter
StickyNote
HttpRequest
ManualTrigger
SplitInBatches
ScheduleTrigger

Kategorie

Kundenbeziehungsmanagement
Multimodales KI
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
React Flow
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "id": "M3e7JbXymYbkSURp",
  "meta": {
    "instanceId": "e9a659fdd706cf3d380b323218bd2519d25aad8cc08445f565501acde8554789",
    "templateCredsSetupCompleted": true
  },
  "name": "Chorus -> HubSpot - Transfer Summarization of Calls",
  "tags": [],
  "nodes": [
    {
      "id": "590ade85-9a23-4136-b70b-3fc282d2efd3",
      "name": "Chorus-Engagements des letzten Tages abrufen",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -48,
        -96
      ],
      "parameters": {
        "url": "https://chorus.ai/v3/engagements",
        "options": {
          "response": {
            "response": {
              "responseFormat": "json"
            }
          },
          "pagination": {
            "pagination": {
              "parameters": {
                "parameters": [
                  {
                    "name": "continuation_key",
                    "value": "={{ $response.body.continuation_key }}"
                  }
                ]
              },
              "maxRequests": 15,
              "requestInterval": 250,
              "limitPagesFetched": true,
              "completeExpression": "={{ $response.body.engagements?.length === 0 }}",
              "paginationCompleteWhen": "other"
            }
          }
        },
        "sendQuery": true,
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "queryParameters": {
          "parameters": [
            {
              "name": "min_date",
              "value": "={{ $now.minus(1, 'day').toUTC().toISO() }}"
            }
          ]
        }
      },
      "credentials": {
        "httpHeaderAuth": {
          "id": "TGNtxPoeqfuBtUeE",
          "name": "Chorus.AI - API Token"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "e703addd-f6ab-4762-b1fc-129c28c6d952",
      "name": "Haftnotiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -128,
        -256
      ],
      "parameters": {
        "width": 656,
        "height": 400,
        "content": "## Chorus.AI\nThis part of code will ask Chorus AI about new engagements per last 1 day and load it with pagination and filter items which not contains information about summary.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "feb3bf00-ad3a-4636-8a71-02a8c036ccfb",
      "name": "Paginierte Engagements zusammenführen",
      "type": "n8n-nodes-base.code",
      "position": [
        160,
        -96
      ],
      "parameters": {
        "jsCode": "let engagements = []\n\nfor (const item of $input.all()) {\n  engagements = engagements.concat(item.json.engagements)\n  console.log(engagements)\n}\n\nreturn engagements;"
      },
      "typeVersion": 2
    },
    {
      "id": "9aaef85b-d612-4842-9373-232d3eb0e7d3",
      "name": "Einträge ohne meeting_summary filtern",
      "type": "n8n-nodes-base.filter",
      "position": [
        352,
        -96
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "04f7da95-b5b4-47a8-8f46-bb715b8bdbe6",
              "operator": {
                "type": "string",
                "operation": "notEmpty",
                "singleValue": true
              },
              "leftValue": "={{ $json.meeting_summary }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "a9678b63-5230-4339-af34-236bc8c5ac60",
      "name": "Unternehmen in HubSpot nach Namen suchen",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        944,
        -176
      ],
      "parameters": {
        "url": "https://api.hubapi.com/crm/v3/objects/companies/search",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"filterGroups\": [{\n    \"filters\": [{\n      \"propertyName\": \"name\",\n      \"operator\": \"EQ\",\n      \"value\": \"{{ $json.account_name }}\"\n    }]\n  }],\n  \"properties\": [\"name\", \"domain\", \"hs_object_id\"],\n  \"limit\": 1\n}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "hubspotAppToken"
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "pZe6yTkF8VqPifNB",
          "name": "HubSpot App Token account"
        }
      },
      "retryOnFail": true,
      "typeVersion": 4.2,
      "waitBetweenTries": 3000
    },
    {
      "id": "01b8ba7d-fa0b-4d5b-a273-89548f625d68",
      "name": "Haftnotiz1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        624,
        -576
      ],
      "parameters": {
        "width": 1760,
        "height": 752,
        "content": "## HubSpot \nHere we will search company in HubSpot by full equal name between Chorus.AI account_name and HubSpot Company Name.\nIf matched company exists, we will check if current engagement already present in notes.\nIf such engagement not present in notes, we creating it.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "66a686e5-2dca-459c-bd2d-f01150f4d9fc",
      "name": "Wenn Unternehmen existiert",
      "type": "n8n-nodes-base.if",
      "position": [
        1136,
        -176
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "13106367-6866-44c3-8404-9767e67753b4",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.results[0].id }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "a2c7b0fc-3b9b-4700-92cb-8a54609dc53c",
      "name": "Notizen suchen",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1424,
        -240
      ],
      "parameters": {
        "url": "https://api.hubapi.com/crm/v3/objects/notes/search",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n    \"filterGroups\": [{\n      \"filters\": [\n        {\n          \"propertyName\": \"hs_note_body\",\n          \"operator\": \"CONTAINS_TOKEN\",\n          \"value\": \"{{ $('Loop Over Engagements').item.json.engagement_id }}\"\n        },\n        {\n          \"propertyName\": \"associations.company\",\n          \"operator\": \"EQ\",\n          \"value\": \"{{ $json.results[0].id }}\"\n        }\n      ]\n    }],\n    \"properties\": [\"hs_note_body\",\"hs_timestamp\"],\n    \"limit\": 25\n  }",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "hubspotAppToken"
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "pZe6yTkF8VqPifNB",
          "name": "HubSpot App Token account"
        }
      },
      "retryOnFail": true,
      "typeVersion": 4.2
    },
    {
      "id": "9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae",
      "name": "Engagements durchlaufen",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        720,
        -192
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "a6582225-17c5-4e69-aad5-1c8288ad63ae",
      "name": "Wenn Notiz nicht existiert",
      "type": "n8n-nodes-base.if",
      "position": [
        1632,
        -176
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "8897f49e-83ba-4d8d-950b-b2317958f9fb",
              "operator": {
                "type": "array",
                "operation": "empty",
                "singleValue": true
              },
              "leftValue": "={{ $json.results }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "a80f3f6b-18b4-4d2f-a1e6-e492b80f904a",
      "name": "Überspringen, wenn Unternehmen nicht gefunden",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1344,
        -32
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "d1254ac5-fc4e-451b-b611-a8d3e134b327",
      "name": "Überspringen, wenn Notiz bereits existiert",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1840,
        -32
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "f673fac3-18b7-4294-b6ba-6fb674e9671a",
      "name": "Notiz-Payload erstellen",
      "type": "n8n-nodes-base.code",
      "position": [
        1840,
        -304
      ],
      "parameters": {
        "jsCode": "const callSecondsDateTime = $('Loop Over Engagements').first().json.date_time;\nvar callDateTime = new Date(callSecondsDateTime * 1000)\n\nconst callSummary = $('Loop Over Engagements').first().json.meeting_summary;\nconst callLink = $('Loop Over Engagements').first().json.url;\nconst callId = $('Loop Over Engagements').first().json.engagement_id;\n\nvar note_body = `\n<b>Call Date/Time: ${callDateTime.toLocaleString()}</b> \n<br><br>\n<b>Summary body:</b><br> ${callSummary}\"\n<br><br>\n<b>Link to call recording:</b> <a href=\"${callLink}\" target=\"_blank\">${callLink}</a>\n<br>\n<b>Chorus Engagement ID:</b> ${callId}\n`\n\nreturn {\n  \"json\": {\n      \"properties\": {\n        \"hs_timestamp\": callDateTime.toISOString(),\n        \"hs_note_body\": note_body,\n      },\n      \"associations\": [\n          {\n            \"to\": {\n              \"id\": $('Search Company In HubSpot By Name').first().json.results[0].id\n            },\n            \"types\": [\n              {\n                \"associationCategory\": \"HUBSPOT_DEFINED\",\n                \"associationTypeId\": 190\n              }\n            ]\n          }\n        ]\n  }  \n};"
      },
      "typeVersion": 2
    },
    {
      "id": "63016a15-dbad-48d3-bae1-b5a30a88e845",
      "name": "Notiz erstellen",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2032,
        -304
      ],
      "parameters": {
        "url": "https://api.hubspot.com/crm/v3/objects/notes",
        "method": "POST",
        "options": {},
        "jsonBody": "={{ $json }}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "hubspotAppToken"
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "pZe6yTkF8VqPifNB",
          "name": "HubSpot App Token account"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "9ea518e1-f7c4-4aea-9900-e43d45167f51",
      "name": "Fortfahren",
      "type": "n8n-nodes-base.noOp",
      "position": [
        2192,
        -32
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "c9e6cf34-de5b-46b0-beff-662ee49e9bfa",
      "name": "Stündlich ausführen",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -432,
        -192
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "hours"
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "c12c466a-8acd-4723-8454-57fc87756752",
      "name": "Bei Klick auf 'Workflow ausführen'",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -432,
        0
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "28c8e238-a8b1-4135-967e-7380d92baa1e",
      "name": "Haftnotiz2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -512,
        -352
      ],
      "parameters": {
        "width": 272,
        "height": 528,
        "content": "## Triggers\nHere we are declaring how this workflow can be started"
      },
      "typeVersion": 1
    }
  ],
  "active": true,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "5c4b90f9-61ad-42ab-8592-e688cd689d57",
  "connections": {
    "9ea518e1-f7c4-4aea-9900-e43d45167f51": {
      "main": [
        [
          {
            "node": "9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "63016a15-dbad-48d3-bae1-b5a30a88e845": {
      "main": [
        [
          {
            "node": "9ea518e1-f7c4-4aea-9900-e43d45167f51",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "a2c7b0fc-3b9b-4700-92cb-8a54609dc53c": {
      "main": [
        [
          {
            "node": "a6582225-17c5-4e69-aad5-1c8288ad63ae",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "c9e6cf34-de5b-46b0-beff-662ee49e9bfa": {
      "main": [
        [
          {
            "node": "590ade85-9a23-4136-b70b-3fc282d2efd3",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "66a686e5-2dca-459c-bd2d-f01150f4d9fc": {
      "main": [
        [
          {
            "node": "a2c7b0fc-3b9b-4700-92cb-8a54609dc53c",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "a80f3f6b-18b4-4d2f-a1e6-e492b80f904a",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "a6582225-17c5-4e69-aad5-1c8288ad63ae": {
      "main": [
        [
          {
            "node": "f673fac3-18b7-4294-b6ba-6fb674e9671a",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "d1254ac5-fc4e-451b-b611-a8d3e134b327",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "f673fac3-18b7-4294-b6ba-6fb674e9671a": {
      "main": [
        [
          {
            "node": "63016a15-dbad-48d3-bae1-b5a30a88e845",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae": {
      "main": [
        [],
        [
          {
            "node": "a9678b63-5230-4339-af34-236bc8c5ac60",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "a80f3f6b-18b4-4d2f-a1e6-e492b80f904a": {
      "main": [
        [
          {
            "node": "9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "feb3bf00-ad3a-4636-8a71-02a8c036ccfb": {
      "main": [
        [
          {
            "node": "9aaef85b-d612-4842-9373-232d3eb0e7d3",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "d1254ac5-fc4e-451b-b611-a8d3e134b327": {
      "main": [
        [
          {
            "node": "9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "a9678b63-5230-4339-af34-236bc8c5ac60": {
      "main": [
        [
          {
            "node": "66a686e5-2dca-459c-bd2d-f01150f4d9fc",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "590ade85-9a23-4136-b70b-3fc282d2efd3": {
      "main": [
        [
          {
            "node": "feb3bf00-ad3a-4636-8a71-02a8c036ccfb",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "c12c466a-8acd-4723-8454-57fc87756752": {
      "main": [
        [
          {
            "node": "590ade85-9a23-4136-b70b-3fc282d2efd3",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "9aaef85b-d612-4842-9373-232d3eb0e7d3": {
      "main": [
        [
          {
            "node": "9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Experte - Kundenbeziehungsmanagement, Multimodales KI

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Verwandte Workflows

Automatisierte Lieferung von Vorlagen an Kunden nach Stripe-Zahlungen
Automatisierte Templatenlieferung mit Stripe, GPT-4o und Gmail
If
Code
Gmail
+
If
Code
Gmail
44 NodesRahul Joshi
Kundenbeziehungsmanagement
InhaltGenerator v3
If
Set
Code
+
If
Set
Code
144 NodesJay Emp0
Content-Erstellung
AI-Powered Lead Generation System with Email Personalization and LinkedIn
If
Code
Limit
+
If
Code
Limit
51 NodesMatthieu
Lead-Generierung
Arbeite mit GPT-4 und Airtable, um Workflow-Logs automatisch zu erfassen und zu sichern
Automatische Protokollierung und Sicherung von Workflows mithilfe von GPT-4 und Airtable
If
N8n
Set
+
If
N8n
Set
38 NodesGuillaume Duvernay
KI-Zusammenfassung
Automatisierte Lead-Generierung und Direktnachrichten-Kontaktierung auf LinkedIn mit Airtable, OpenAI und Unipile
Automatisierte LinkedIn-Lead-Generierung und Direktnachrichten-Kontaktaufnahme mit Airtable, OpenAI und Unipile
If
Set
Code
+
If
Set
Code
143 NodesRuben AI
Lead-Pflege
Verwenden Sie AI und Freepik, um Reddit-Geschäftsprobleme in virales LinkedIn-Inhalt umzuwandeln
Verwandeln Sie Reddit-Geschäftsprobleme mithilfe von KI und Freepik in virale LinkedIn-Inhalte
If
Set
Code
+
If
Set
Code
48 NodesDaniel Lianes
Content-Erstellung
Workflow-Informationen
Schwierigkeitsgrad
Experte
Anzahl der Nodes18
Kategorie2
Node-Typen9
Schwierigkeitsbeschreibung

Für fortgeschrittene Benutzer, komplexe Workflows mit 16+ Nodes

Autor
Rivers Colyer

Rivers Colyer

@riverscolyer

Agency technology director and automation enthusiast + workflow architect. Specializing in creating powerful integrations that simplify business processes. My team designs and delivers custom workflows that connect SaaS platforms, empowering teams to save time and boost productivity. DM me on LinkedIn if you'd like us to set up an automation for your business.

Externe Links
Auf n8n.io ansehen →

Diesen Workflow teilen

Kategorien

Multimodales KI
1540
Künstliche Intelligenz
1108
Content-Erstellung
695
KI-Zusammenfassung
516
Marketing
419
KI-Chatbot
251
Engineering
241
Marktforschung
203
Verschiedenes
193
Sonstiges
176
Vertrieb
162
IT-Betrieb
156
Dokumentenextraktion
147
KI RAG
146
Bausteine
144
Soziale Medien
137
Lead-Generierung
125
Persönliche Produktivität
117
DevOps
111
Personalwesen
101
Support
97
Lead-Pflege
87
Kundenbeziehungsmanagement
82
Finanzen
81
Produkt
77
Support-Chatbot
76
Design
70
Ticketverwaltung
67
Sicherheitsbetrieb
57
Rechnungsverarbeitung
53
Krypto-Handel
49
Dateiverwaltung
39
Projektmanagement
35
Internes Wiki
32

Kategorien: 34