HubSpot-Unternehmen und Aufgaben aus JotForm-Einreichungen erstellen mit Google Sheets-Protokoll

Fortgeschritten

Dies ist ein Automatisierungsworkflow mit 13 Nodes. Hauptsächlich werden Code, Wait, Hubspot, HttpRequest, GoogleSheets und andere Nodes verwendet. Erstellen Sie HubSpot-Unternehmen und Aufgaben aus JotForm-Einreichungen mit Google Sheets-Einträgen

Voraussetzungen
  • HubSpot API Key
  • Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
  • Google Sheets API-Anmeldedaten

Kategorie

-
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "meta": {
    "instanceId": "67dd1445921862780ac74448aef33eb969db12b9a6ce95248c7ae86a887cb653",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "0293a49f-3721-456a-9951-3c0c0fc8ba5d",
      "name": "JotForm Trigger",
      "type": "n8n-nodes-base.jotFormTrigger",
      "position": [
        640,
        416
      ],
      "webhookId": "4376713f-865d-4009-abeb-12ebedde63f5",
      "parameters": {
        "form": "252808415357461"
      },
      "credentials": {
        "jotFormApi": {
          "id": "anmQIw1moNILel4d",
          "name": "JotForm account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "b85baa2e-77ed-4939-8158-be4da9c49b30",
      "name": "Warten",
      "type": "n8n-nodes-base.wait",
      "position": [
        1360,
        416
      ],
      "webhookId": "60d74e72-8895-4f22-a546-34f92db6c0cf",
      "parameters": {
        "amount": 10
      },
      "typeVersion": 1.1
    },
    {
      "id": "f4ac75b3-4578-4134-a3da-0d5420d3f578",
      "name": "HubSpot-Aufgabe erstellen",
      "type": "n8n-nodes-base.httpRequest",
      "onError": "continueRegularOutput",
      "position": [
        1584,
        416
      ],
      "parameters": {
        "url": "https://api.hubapi.com/crm/v3/objects/tasks",
        "method": "POST",
        "options": {
          "response": {
            "response": {
              "neverError": true,
              "responseFormat": "json"
            }
          }
        },
        "jsonBody": "={\n  \"properties\": {\n    \"hs_task_subject\": \"{{ $('Format Jotform Data').item.json.hubspot_task_title || 'Jotform Marketing Query' }}\",\n    \"hs_task_body\": \"{{ \n        'Company: ' + ($('Format Jotform Data').item.json.company_name || 'Unknown Company') + '\\\\n' + \n        'Person: ' + ($('Format Jotform Data').item.json.full_name || 'Unknown') + '\\\\n' + \n        'Email: ' + ($('Format Jotform Data').item.json.email || 'N/A') + '\\\\n' + \n        'LinkedIn: ' + ($('Format Jotform Data').item.json.linkedin_profile || 'N/A') + '\\\\n' + \n        'Domain: ' + ($('Format Jotform Data').item.json.domain || 'N/A') + '\\\\n' + \n        'Marketing Budget (USD): ' + ($('Format Jotform Data').item.json.marketing_budget_usd || 'N/A') + '\\\\n' + \n        'Specific Query: ' + ($('Format Jotform Data').item.json.specific_query || 'No query provided.')\n    }}\",\n    \"hs_task_status\": \"NOT_STARTED\",\n    \"hs_task_priority\": \"HIGH\",\n    \"hs_task_type\": \"CALL\",\n    \"hs_timestamp\": \"{{ $('Format Jotform Data').item.json.task_timestamp || (new Date().toISOString()) }}\",\n    \"hubspot_owner_id\": \"{{ $('Format Jotform Data').item.json.assigned_owner_id || '82654288' }}\"\n  },\n  \"associations\": [\n    {\n      \"to\": {\n        \"id\": \"{{ $('Format Jotform Data').item.json.company_id || '' }}\"\n      },\n      \"types\": [\n        {\n          \"associationCategory\": \"HUBSPOT_DEFINED\",\n          \"associationTypeId\": 192\n        }\n      ]\n    }\n  ]\n}\n",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "headerParameters": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "Bearer <your pat token>"
            },
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "2b7fc36d-c4ca-485a-88ca-cfa47a5da226",
      "name": "Unternehmen erstellen1",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        912,
        416
      ],
      "parameters": {
        "name": "={{ $json.CompanyName }}",
        "resource": "company",
        "additionalFields": {}
      },
      "credentials": {
        "hubspotApi": {
          "id": "0JXgoSMegjZJIEeR",
          "name": "HubSpot dummy"
        }
      },
      "typeVersion": 2.2,
      "alwaysOutputData": true
    },
    {
      "id": "c17f50ae-ee93-4687-bb76-f9448775e7a0",
      "name": "Daten formatieren",
      "type": "n8n-nodes-base.code",
      "position": [
        1184,
        416
      ],
      "parameters": {
        "jsCode": "const inputData = $input.all();\nconst formattedData = [];\n\nconst ownerAssignments = {\n  owner1: \"82654288\",\n  owner2: \"944860204\", // Replace with actual ID\n};\n\n// helper: safely unescape quotes if Jotform encodes them\nconst unescapeQuotes = (v) =>\n  typeof v === 'string'\n    ? v.replace(/\\\\'/g, \"'\").replace(/\\\\\"/g, '\"')\n    : v;\n\nfor (const { json: item } of inputData) {\n  // Extract and sanitize fields\n  const firstName       = unescapeQuotes(item[\"First Name\"] || item.first_name || '');\n  const lastName        = unescapeQuotes(item[\"Last Name\"] || item.last_name || '');\n  const fullName        = `${firstName} ${lastName}`.trim() || 'Unknown';\n  const email           = unescapeQuotes(item.Email || item.email || '');\n  const linkedinProfile = unescapeQuotes(item[\"Linkedin Profile\"] || item.linkedin || '');\n  const companyName     = unescapeQuotes(item[\"Company Name\"] || item.company_name || 'Unknown Company');\n  const marketingBudget = unescapeQuotes(item[\"Marketing Budget ( in USD )\"] || item.marketing_budget || '');\n  const domain          = unescapeQuotes(item.Domain || item.domain || '');\n  const specificQuery   = unescapeQuotes(item[\"Any Specific querry ?\"] || item.query || '');\n\n  // Task title\n  const taskTitle = `(Jotform) Marketing Query from ${fullName} (${companyName})`;\n\n  // Owner assignment (basic hash)\n  const companyHash = (companyName || '').length % 2;\n  const assignedOwnerId = companyHash === 0 ? ownerAssignments.owner1 : ownerAssignments.owner2;\n\n  // Timestamp (24 hrs from now)\n  const futureDate = new Date();\n  futureDate.setHours(futureDate.getHours() + 24);\n  const taskTimestamp = futureDate.toISOString();\n\n  // Final formatted structure\n  const formattedItem = {\n    first_name: firstName,\n    last_name: lastName,\n    full_name: fullName,\n    email: email,\n    linkedin_profile: linkedinProfile,\n    company_name: companyName,\n    marketing_budget_usd: marketingBudget,\n    domain: domain,\n    specific_query: specificQuery,\n    hubspot_task_title: taskTitle,\n    task_timestamp: taskTimestamp,\n    assigned_owner_id: assignedOwnerId,\n  };\n\n  formattedData.push({ json: formattedItem });\n}\n\nreturn formattedData;\n"
      },
      "typeVersion": 2
    },
    {
      "id": "da057d1b-4a6e-4e28-8aee-b3636c16831c",
      "name": "Protokolle speichern",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        2240,
        416
      ],
      "parameters": {
        "columns": {
          "value": {
            "Notes": "=This was created at {{ $json.createdAt }} & was updated at {{ $json.updatedAt }}",
            "domain": "={{ $json.properties.domain }}",
            "company": "={{ $json.properties.name }}",
            "HubspotCompanyID": "={{ $json.id }}"
          },
          "schema": [
            {
              "id": "company",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "company",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "No. of Stores",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "No. of Stores",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "domain",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "domain",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Notes",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Notes",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "HubspotCompanyID",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "HubspotCompanyID",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "domain"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1117410898,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ETTxIAb6Kj69V7xInvYEdYqvKcV8mjE3BoT1a7ER5tE/edit#gid=1117410898",
          "cachedResultName": "AlreadyExistingHC"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1ETTxIAb6Kj69V7xInvYEdYqvKcV8mjE3BoT1a7ER5tE",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ETTxIAb6Kj69V7xInvYEdYqvKcV8mjE3BoT1a7ER5tE/edit?usp=drivesdk",
          "cachedResultName": "Linkedin2Hubspot"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "78jRH4x5Oj2STz8x",
          "name": "Google Sheets dummy"
        }
      },
      "typeVersion": 4.7
    },
    {
      "id": "a479a00e-a33e-4123-9887-ef98144d0ec3",
      "name": "Kurznotiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        480,
        16
      ],
      "parameters": {
        "width": 416,
        "height": 624,
        "content": "## 🧾 JOTFORM TRIGGER\n\nThis workflow begins with a JotForm submission trigger.  \nIt captures the following fields submitted through the form:\n\n- **Name**\n- **First Name**\n- **Last Name**\n- **Email**\n- **LinkedIn Profile**\n- **Company Name**\n- **Marketing Budget (in USD)**\n- **Domain**\n- **Any Specific Query**\n\nEach submission is automatically passed to the next step for HubSpot company creation and task generation.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "ce5c50c0-18f6-45d8-a74b-13c500fb3777",
      "name": "Kurznotiz1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        896,
        16
      ],
      "parameters": {
        "color": 6,
        "width": 416,
        "height": 624,
        "content": "## 🏢 HUBSPOT COMPANY CREATION & FORMATTER\n\nThis section uses the submitted **Company Name** to create a new company record in HubSpot (if it doesn’t already exist).  \nThe **Formatter** node then processes all JotForm inputs into a structured, standardized format — ready for task creation in HubSpot.\n\nKey functions performed here:\n- Sanitizes all JotForm fields (name, email, domain, etc.)\n- Generates a follow-up task title automatically\n- Assigns a HubSpot owner based on company data\n- Prepares timestamps for scheduling tasks\n"
      },
      "typeVersion": 1
    },
    {
      "id": "3231a6ce-d8f8-434b-af2b-fcb08d4a00ba",
      "name": "Unternehmensdomäne setzen",
      "type": "n8n-nodes-base.httpRequest",
      "onError": "continueRegularOutput",
      "position": [
        2016,
        416
      ],
      "parameters": {
        "url": "=https://api.hubapi.com/crm/v3/objects/companies/{{ $('Loop Over Items3').item.json.company_id }}",
        "method": "PATCH",
        "options": {
          "response": {
            "response": {
              "responseFormat": "json"
            }
          }
        },
        "jsonBody": "={\n  \"properties\": {\n    \"domain\": \"{{ $('Loop Over Items3').item.json.domain}}\"\n  }\n}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "headerParameters": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "Bearer < PAT >"
            },
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "968e7fc6-65fa-4385-aba8-2933bac8ed02",
      "name": "Warten10",
      "type": "n8n-nodes-base.wait",
      "position": [
        1808,
        416
      ],
      "webhookId": "97ecc78e-a2af-485e-883e-48559fe4477b",
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "565fce0c-493d-4171-a095-b16d9993b3a3",
      "name": "Kurznotiz2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1328,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 400,
        "height": 640,
        "content": "## 🔁 HUBSPOT TASK CREATION\n\nThis section loops through the formatted data and sends HTTP requests to HubSpot to create tasks.  \nEach task includes all relevant submission details, such as company, contact, LinkedIn profile, and marketing query.\n\nCore logic:\n- Wait node prevents rate limit collisions\n- HubSpot API is called using a structured payload\n- Tasks are linked with their associated company records\n- Task priority, status, and owner are assigned automatically\n"
      },
      "typeVersion": 1
    },
    {
      "id": "a332ddf0-e435-4371-b213-8699c3cf066f",
      "name": "Kurznotiz4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1744,
        0
      ],
      "parameters": {
        "color": 3,
        "width": 400,
        "height": 640,
        "content": "## 🌐 LOOP OVER & DOMAIN SETTING\n\nAfter the tasks are created, this section updates each HubSpot company with its corresponding **Domain** value using the id generating while creating company.  \nIt ensures that all newly created companies in HubSpot have their website field populated correctly.\n\nDetails:\n- Wait node ensures proper sequencing\n- The “Set Company Domain” HTTP request updates the HubSpot company record\n- Prevents duplicate or unlinked company entries\n"
      },
      "typeVersion": 1
    },
    {
      "id": "62fd01c6-f579-4fb3-9807-f414c2312bed",
      "name": "Kurznotiz5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2160,
        0
      ],
      "parameters": {
        "color": 2,
        "width": 256,
        "height": 624,
        "content": "## 📊 STORING LOGS\n\nLogging is critical for transparency and debugging.  \nThis section safely records all processed submissions and API responses in a connected **Google Sheet**.\n\nBenefits:\n- Provides a full audit trail of workflow executions\n- Helps monitor form activity and HubSpot sync status\n- Simplifies debugging in case of failed API calls\n"
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "b85baa2e-77ed-4939-8158-be4da9c49b30": {
      "main": [
        [
          {
            "node": "f4ac75b3-4578-4134-a3da-0d5420d3f578",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "968e7fc6-65fa-4385-aba8-2933bac8ed02": {
      "main": [
        [
          {
            "node": "3231a6ce-d8f8-434b-af2b-fcb08d4a00ba",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "c17f50ae-ee93-4687-bb76-f9448775e7a0": {
      "main": [
        [
          {
            "node": "b85baa2e-77ed-4939-8158-be4da9c49b30",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "0293a49f-3721-456a-9951-3c0c0fc8ba5d": {
      "main": [
        [
          {
            "node": "2b7fc36d-c4ca-485a-88ca-cfa47a5da226",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "2b7fc36d-c4ca-485a-88ca-cfa47a5da226": {
      "main": [
        [
          {
            "node": "c17f50ae-ee93-4687-bb76-f9448775e7a0",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "3231a6ce-d8f8-434b-af2b-fcb08d4a00ba": {
      "main": [
        [
          {
            "node": "da057d1b-4a6e-4e28-8aee-b3636c16831c",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "f4ac75b3-4578-4134-a3da-0d5420d3f578": {
      "main": [
        [
          {
            "node": "968e7fc6-65fa-4385-aba8-2933bac8ed02",
            "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?

Fortgeschritten

Ist es kostenpflichtig?

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

Workflow-Informationen
Schwierigkeitsgrad
Fortgeschritten
Anzahl der Nodes13
Kategorie-
Node-Typen7
Schwierigkeitsbeschreibung

Für erfahrene Benutzer, mittelkomplexe Workflows mit 6-15 Nodes

Autor
Rahi Uppal

Rahi Uppal

@rahiuppal

AI and Automation Consultant with over 1000 hours of experience building, deploying, and solving marketing and sales automation problems. I ship AI products faster by combining business acumen with AI & automation expertise and an engineering mindset. Connect with me on LinkedIn to chat.

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Kategorien: 34