HubSpot、Gmail、AIでの顧客オンボーディングの自動化
上級
これはContent Creation, Multimodal AI分野の自動化ワークフローで、31個のノードを含みます。主にIf, Set, Gmail, Filter, Hubspotなどのノードを使用。 自動顧客インタビュー（HubSpot、Gmail、AIを活用したスケジューリング機能）
前提条件
- •Googleアカウント + Gmail API認証情報
- •HubSpot API Key
- •HTTP Webhookエンドポイント（n8nが自動生成）
- •ターゲットAPIの認証情報が必要な場合あり
- •OpenAI API Key
使用ノード (31)
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"nodes": [
{
"id": "b9256d00-9dff-432a-a678-e71a4074b26c",
"name": "Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
-20,
-160
],
"webhookId": "06d29616-8fa9-42cf-8b5f-abe856083c75",
"parameters": {
"path": "06d29616-8fa9-42cf-8b5f-abe856083c75",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "2726dd28-5366-4c0e-ad16-bae6dc2cbc0b",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
-880,
-200
],
"parameters": {
"color": 4,
"width": 320,
"height": 440,
"content": "## What does it do?\nObjective:\n\nStreamline the onboarding process for new customers, ensuring they receive all necessary resources and support.\nTrigger: Set a webhook trigger or a CRM trigger (like HubSpot or Salesforce) for when a new customer is added.\n\nSend Welcome Email: Use the Gmail or SMTP node to send a personalized welcome email to the customer.\n\nSchedule a Welcome Call: Use the Calendar node (Google Calendar) to automatically create a calendar event for a welcome call.\n\nAssign a CSM: Use the CRM node (like HubSpot) to assign the new customer to a dedicated CSM."
},
"typeVersion": 1
},
{
"id": "680bdd4e-f382-4d20-8197-a7d65454ce36",
"name": "再試行",
"type": "n8n-nodes-base.set",
"position": [
1000,
500
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "7ab380a2-a8d3-421c-ab4e-748ea8fb7904",
"name": "response",
"type": "string",
"value": "Unable to perform task. Please try again."
}
]
}
},
"typeVersion": 3.4
},
{
"id": "1ab48997-7533-4572-86d5-980af557d09d",
"name": "成功",
"type": "n8n-nodes-base.set",
"position": [
1000,
300
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "39c2f302-03be-4464-a17a-d7cc481d6d44",
"name": "=response",
"type": "string",
"value": "={{$json.output}}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "4cb493a1-1eff-42ca-9c51-8f070fe3e9ba",
"name": "カレンダーエージェント",
"type": "@n8n/n8n-nodes-langchain.agent",
"onError": "continueErrorOutput",
"position": [
412,
400
],
"parameters": {
"text": "={{ $json.query }}",
"options": {
"systemMessage": "=# Overview\nYou are a calendar assistant. Your responsibilities include creating, getting, and deleting events in the user's calendar.\nIf no date is proposed, find the next available slot using \"Get Events\" and create an event using \"Create Event with Attendee\"\n\n**Calendar Management Tools** \n - Use \"Create Event with Attendee\" when an event includes a participant. \n - Use \"Get Events\" to fetch calendar schedules when requested.\n - Use \"Delete Event\" to delete an event. You must use \"Get Events\" first to get the ID of the event to delete.\n - Use \"Update Event\" to update an event. You must use \"Get Events\" first to get the ID of the event to update.\n\n## Final Notes\nHere is the current date/time: {{ $now }}\nIf a duration for an event isn't specified, assume it will be one hour."
},
"promptType": "define"
},
"typeVersion": 1.6
},
{
"id": "8c088b37-1005-4bc4-bdf5-0558ccb0c873",
"name": "参加者付きイベント作成",
"type": "n8n-nodes-base.googleCalendarTool",
"position": [
320,
620
],
"parameters": {
"end": "={{ $fromAI(\"eventEnd\") }}",
"start": "={{ $fromAI(\"eventStart\") }}",
"calendar": {
"__rl": true,
"mode": "id",
"value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Calendar', ``, 'string') }}",
"__regex": "(^[a-zA-Z0-9.!#$%&’*+/=?^_`{|}~-]+@[a-zA-Z0-9-]+(?:\\.[a-zA-Z0-9-]+)*)"
},
"additionalFields": {
"summary": "={{ $fromAI(\"eventTitle\") }}",
"attendees": [
"={{ $fromAI(\"eventAttendeeEmail\") }}"
]
}
},
"credentials": {
"googleCalendarOAuth2Api": {
"id": "90bjjmYqtg3hnvFM",
"name": "Google Calendar account"
}
},
"typeVersion": 1.3
},
{
"id": "91a0e49a-888f-4511-94e7-e0166ce7dd58",
"name": "イベント作成",
"type": "n8n-nodes-base.googleCalendarTool",
"position": [
440,
620
],
"parameters": {
"end": "={{ $fromAI(\"eventEnd\") }}",
"start": "={{ $fromAI(\"eventStart\") }}",
"calendar": {
"__rl": true,
"mode": "id",
"value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Calendar', ``, 'string') }}",
"__regex": "(^[a-zA-Z0-9.!#$%&’*+/=?^_`{|}~-]+@[a-zA-Z0-9-]+(?:\\.[a-zA-Z0-9-]+)*)"
},
"additionalFields": {
"summary": "={{ $fromAI(\"eventTitle\") }}",
"attendees": []
}
},
"credentials": {
"googleCalendarOAuth2Api": {
"id": "90bjjmYqtg3hnvFM",
"name": "Google Calendar account"
}
},
"typeVersion": 1.3
},
{
"id": "8cfb90e5-6108-4003-b048-271650d4bc6c",
"name": "イベント取得",
"type": "n8n-nodes-base.googleCalendarTool",
"position": [
560,
620
],
"parameters": {
"options": {},
"timeMax": "={{ $fromAI(\"dayBefore\",\"today plus 7 days\") }}",
"timeMin": "={{ $fromAI(\"dayAfter\",\"today\") }}",
"calendar": {
"__rl": true,
"mode": "id",
"value": "={{ $fromAI('Calendar', `sender's email`, 'string') }}"
},
"operation": "getAll"
},
"credentials": {
"googleCalendarOAuth2Api": {
"id": "90bjjmYqtg3hnvFM",
"name": "Google Calendar account"
}
},
"typeVersion": 1.3
},
{
"id": "c5cc3550-7d9a-43c9-8434-e1ab78f7f596",
"name": "イベント削除",
"type": "n8n-nodes-base.googleCalendarTool",
"position": [
680,
620
],
"parameters": {
"eventId": "={{ $fromAI(\"eventID\") }}",
"options": {},
"calendar": {
"__rl": true,
"mode": "id",
"value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Calendar', ``, 'string') }}",
"__regex": "(^[a-zA-Z0-9.!#$%&’*+/=?^_`{|}~-]+@[a-zA-Z0-9-]+(?:\\.[a-zA-Z0-9-]+)*)"
},
"operation": "delete"
},
"credentials": {
"googleCalendarOAuth2Api": {
"id": "90bjjmYqtg3hnvFM",
"name": "Google Calendar account"
}
},
"typeVersion": 1.3
},
{
"id": "7ce45da8-dc24-4634-9f48-3864165885cd",
"name": "イベント更新",
"type": "n8n-nodes-base.googleCalendarTool",
"position": [
800,
620
],
"parameters": {
"eventId": "={{ $fromAI(\"eventID\") }}",
"calendar": {
"__rl": true,
"mode": "id",
"value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Calendar', ``, 'string') }}",
"__regex": "(^[a-zA-Z0-9.!#$%&’*+/=?^_`{|}~-]+@[a-zA-Z0-9-]+(?:\\.[a-zA-Z0-9-]+)*)"
},
"operation": "update",
"updateFields": {
"end": "={{ $fromAI(\"endTime\") }}",
"start": "={{ $fromAI(\"startTime\") }}"
}
},
"credentials": {
"googleCalendarOAuth2Api": {
"id": "90bjjmYqtg3hnvFM",
"name": "Google Calendar account"
}
},
"typeVersion": 1.3
},
{
"id": "b46f24a4-719c-414e-94d9-ecfb1e7dfe39",
"name": "他ワークフロー実行時",
"type": "n8n-nodes-base.executeWorkflowTrigger",
"position": [
200,
400
],
"parameters": {
"inputSource": "passthrough"
},
"typeVersion": 1.1
},
{
"id": "aedbe138-ed51-4300-881b-6b58928f5bb4",
"name": "OpenAI Chat Model2",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
1520,
160
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "1IOLtYX7aTspCAN8",
"name": "OpenAI Pollup"
}
},
"typeVersion": 1.2
},
{
"id": "a540ae6b-e1ee-4d91-988e-e60bae743377",
"name": "calendarAgent",
"type": "@n8n/n8n-nodes-langchain.toolWorkflow",
"position": [
1640,
160
],
"parameters": {
"workflowId": {
"__rl": true,
"mode": "id",
"value": "={{ $workflow.id}}",
"cachedResultName": "={{ $workflow.id}}"
},
"description": "Call this tool for any calendar action.",
"workflowInputs": {
"value": {},
"schema": [],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
}
},
"typeVersion": 2.2
},
{
"id": "64979b9f-a29a-4c53-b87a-cec84e7ba1fe",
"name": "構造化出力パーサー",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
1760,
160
],
"parameters": {
"jsonSchemaExample": "{\n\t\"subject\": \"\",\n\t\"body\": \"\"\n}"
},
"typeVersion": 1.2
},
{
"id": "359d7296-a8e9-494c-b519-cca62c0805df",
"name": "オーナー一覧取得",
"type": "n8n-nodes-base.httpRequest",
"position": [
420,
-60
],
"parameters": {
"url": "https://api.hubapi.com/crm/v3/owners",
"options": {},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "hubspotOAuth2Api"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "qubiIFrowxvUdpu6",
"name": "HubSpot account for node"
}
},
"typeVersion": 4.2
},
{
"id": "e8aab719-a5d9-4168-9c68-eea32c7d3ef4",
"name": "オーナー分割",
"type": "n8n-nodes-base.splitOut",
"position": [
640,
-60
],
"parameters": {
"options": {},
"fieldToSplitOut": "results"
},
"typeVersion": 1
},
{
"id": "5e44ea67-e2f9-4cea-a030-c452b8bb482f",
"name": "現在のオーナー取得",
"type": "n8n-nodes-base.filter",
"position": [
860,
-60
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "7c6aec6e-66a9-4739-8a59-28f2ab1c4a26",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.email }}",
"rightValue": "={{ $('Enter your company data here').item.json.sender_email }}"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "c03bd58c-7a42-4966-96e8-45928f745475",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-540,
-200
],
"parameters": {
"color": 5,
"width": 680,
"height": 1340,
"content": "## How to Set a Webhook in n8n and HubSpot\n\n## 1. Set Up a Webhook in n8n\n\n### Step 1: Create a New Workflow\n- Go to your **n8n dashboard**.\n- Click on **\"New Workflow.\"**\n\n### Step 2: Add the Webhook Node\n- Click on the **“+”** icon to add a new node.\n- Search for **“Webhook”** and select it.\n- Set the **Webhook Method** (usually POST).\n- Define the **Webhook URL path**, for example, `/hubspot-webhook`.\n- Set the **\"Response Mode\"** (e.g., \"On Received\").\n- Save the workflow.\n\n### Step 3: Set Webhook URL\n- Copy the **Webhook URL** generated by n8n. It should look something like:https://your-n8n-domain/webhook/hubspot-webhook\n\n- Ensure the workflow is **active**.\n\n---\n\n## 2. Set Up a Webhook in HubSpot\n\n### Step 1: Log in to HubSpot\n- Go to **HubSpot Developer Account** (required for webhook setup).\n- Navigate to **\"Settings\" > \"Integrations\" > \"Webhooks.\"**\n\n### Step 2: Create a New Webhook Subscription\n- Click **“Create Webhook”** or **“Add Webhook”** if this is your first one.\n- Select the **events** you want to track (e.g., contact creation, form submission).\n- Set the **Webhook URL** as the n8n Webhook URL you copied earlier.\n- Choose **“POST”** as the request method.\n- Set the **Authentication** if needed (you can set a secret or use OAuth).\n\n### Step 3: Test the Webhook\n- Use the **“Test Webhook”** feature in HubSpot to send a test request.\n- Switch to n8n and ensure the webhook is triggering properly.\n\n---\n\n## 3. Process the Data in n8n\n- After the webhook is triggered in n8n, you will see the data sent by HubSpot.\n- You can now add additional nodes to **process the data** (e.g., save to database, send email, perform actions in another app).\n\n---\n\n## 4. Make the Workflow Active\n- Once you are done configuring, make sure the workflow is **set to “Active.”**\n- This will allow it to receive live data from HubSpot."
},
"typeVersion": 1
},
{
"id": "3861fa49-909d-4591-a1b8-d7bdd20e6560",
"name": "HubSpot トリガー",
"type": "n8n-nodes-base.hubspotTrigger",
"position": [
-20,
40
],
"webhookId": "632f3fc8-b921-4697-ba12-037d5c7f8971",
"parameters": {
"eventsUi": {
"eventValues": [
{}
]
},
"additionalFields": {}
},
"credentials": {
"hubspotDeveloperApi": {
"id": "DVrqcbIPANwtlVSg",
"name": "HubSpot Developer account for trigger"
}
},
"typeVersion": 1
},
{
"id": "9051cc3d-06be-4238-998e-7cb938313d24",
"name": "会社データ入力",
"type": "n8n-nodes-base.set",
"position": [
200,
-60
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "11a8b9e9-a7ed-454a-9aef-a9137c0e17ea",
"name": "company_name",
"type": "string",
"value": "Pollup Data Services"
},
{
"id": "f2dcfe2e-3145-4a30-9731-0a8d02c7aa9a",
"name": "sender_name",
"type": "string",
"value": "Thomas Vié"
},
{
"id": "18b5c0bd-4e75-4b98-92fc-5fca90a8b680",
"name": "sender_email",
"type": "string",
"value": "zeerobug@gmail.com"
},
{
"id": "2c8de3ed-57dc-455b-bfa5-87a0d8d046d2",
"name": "company_activity",
"type": "string",
"value": "Whether it’s automating recurring tasks, analysing data faster, or personalising customer interactions, we build bespoke AI agents to help your workforce work smarter."
}
]
}
},
"notesInFlow": true,
"typeVersion": 3.4
},
{
"id": "5260ec73-0733-47d1-af03-66ead128820e",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
160,
-200
],
"parameters": {
"color": 4,
"width": 400,
"height": 320,
"content": "## Set your data and your company's \nThe sender_email you set here has to be the same as the one you use in hubspot "
},
"typeVersion": 1
},
{
"id": "78e301c7-3146-4bd9-9546-9f8c5b46cac7",
"name": "コンタクト作成時",
"type": "n8n-nodes-base.if",
"position": [
1080,
-60
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "b70f4699-008f-4924-8e69-af4fa69422a5",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $('Webhook').item.json.body[0].subscriptionType }}",
"rightValue": "contact.creation"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "b575fed7-da03-412d-aa00-fcf0edc85ae2",
"name": "コンタクト全情報取得",
"type": "n8n-nodes-base.hubspot",
"position": [
1300,
-60
],
"parameters": {
"contactId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Webhook').item.json.body[0].objectId }}"
},
"operation": "get",
"authentication": "oAuth2",
"additionalFields": {}
},
"credentials": {
"hubspotOAuth2Api": {
"id": "qubiIFrowxvUdpu6",
"name": "HubSpot account for node"
}
},
"typeVersion": 2.1
},
{
"id": "956a02eb-970b-49bd-b1a5-3eebf7acb852",
"name": "個人別メッセージ作成",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
1552,
-60
],
"parameters": {
"text": "=Your task is to write a personalized Welcome email to a recipient.\nWrite also to indicate him that he will receive shortly an invitation for a meeting to resolve his doubts. Use for that the calendarAgent.\nUse the \"Sender's calendar ID\" as the Calendar. And the \"Recipient email\" as an attendee\n\n## Tools\n- calendarAgent: Use this tool to take action in calendar. Send it a query like \"Schedule a meeting with attendee 'Recipient email' on 'Sender's calendar ID' calendar.\"\n\n## Rules\n- Some actions require you to look up contact information first. For the following actions, you must get contact information and send that to the agent who needs it:\n- creating calendar event with attendee, create it as son as there is some free slot\n\nreturn the message as a json like this one:{\"subject\":\"Subject of the message\",\"body\":\"Body of the message\"}\n\n## Use the variables below\nSender's name: {{ $('Enter your company data here').item.json.sender_name }}\nSender's email: {{ $('Enter your company data here').item.json.sender_email }}\nSender's company name: {{ $('Enter your company data here').item.json.company_name }}\nSender's company activity: {{ $('Enter your company data here').item.json.company_activity }}\nSender's calendar ID: zeerobug@gmail.com\nRecipient first name: {{ $json.properties.firstname.value }}\nRecipient last name: {{ $json.properties.lastname }}\nRecipient email: {{ $json.properties.email.value }}",
"options": {
"systemMessage": "=# Overview\nYou are a professional Customer Success Manager.\n"
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 1.9
},
{
"id": "6d392f67-5940-43ed-ac8d-d27f8dab91ed",
"name": "メッセージ送信",
"type": "n8n-nodes-base.gmail",
"position": [
2180,
-60
],
"webhookId": "d1d18d77-71ad-4eab-91c6-08b6a9f5d736",
"parameters": {
"sendTo": "={{ $('Get all info about the contact').item.json.properties.email.value }}",
"message": "={{ $json.data }}",
"options": {
"bccList": "thomas@pollup.net"
},
"subject": "={{ $json.output.subject }}"
},
"credentials": {
"gmailOAuth2": {
"id": "DLjspol9TLgpGaXa",
"name": "Gmail account 2"
}
},
"typeVersion": 2.1
},
{
"id": "1928e760-4ca1-443c-9de0-211b3c3c88b8",
"name": "コンタクトにオーナー設定",
"type": "n8n-nodes-base.hubspot",
"position": [
2400,
-60
],
"parameters": {
"email": "={{ $('Get all info about the contact').item.json.properties.email.value }}",
"options": {},
"authentication": "oAuth2",
"additionalFields": {
"contactOwner": "={{ $('Get current owner').item.json.id }}"
}
},
"credentials": {
"hubspotOAuth2Api": {
"id": "qubiIFrowxvUdpu6",
"name": "HubSpot account for node"
}
},
"typeVersion": 2.1
},
{
"id": "727e52cc-ba62-4f1e-b7b3-c8cd17ef1f42",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
160,
220
],
"parameters": {
"color": 4,
"width": 1080,
"height": 560,
"content": "## Calendar tool\nThis part has been borrowed from the excellent [Nate Herk](https://www.youtube.com/@nateherk) youtube channel"
},
"typeVersion": 1
},
{
"id": "e605ec3f-ecbe-47c7-a46b-d20ded665c55",
"name": "MarkdownからHTML変換",
"type": "n8n-nodes-base.markdown",
"position": [
1960,
-60
],
"parameters": {
"mode": "markdownToHtml",
"options": {},
"markdown": "={{ $json.output.body }}"
},
"typeVersion": 1
},
{
"id": "ac43422a-3642-424c-a95a-902652705dbc",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1460,
-220
],
"parameters": {
"color": 4,
"width": 440,
"height": 540,
"content": "## Email writer\n- This agent writes a personalized Email\n- Uses the calendar Agent tool to create an appointmenton an empty slot.\nFeel free to personalize the prompt"
},
"typeVersion": 1
},
{
"id": "c0e5511a-a84f-4603-9c23-3d5266f761c1",
"name": "OpenAI Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
200,
620
],
"parameters": {
"model": "gpt-4o",
"options": {}
},
"credentials": {
"openAiApi": {
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},
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{
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"type": "n8n-nodes-base.stickyNote",
"position": [
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260
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"parameters": {
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"height": 260,
"content": "## Contact me\n- If you need any modification to this workflow\n- if you need some help with this workflow\n- Or if you need any workflow in n8n, Make, or Langchain / Langgraph\n\nWrite to me: [thomas@pollup.net](mailto:thomas@pollup.net)\n\n**Take a look at my others workflows [here](https://n8n.io/creators/zeerobug/)**\n\n"
},
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}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級 - コンテンツ作成, マルチモーダルAI
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
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ノード数31
カテゴリー2
ノードタイプ17
作成者
Punit
@punitkumarHi, I’m Punit a DevOps & Cloud Engineer with a strong focus on automation and workflow orchestration using n8n. I specialize in building robust, scalable workflows that connect APIs, services, and internal tools to automate business processes end-to-end. Whether you need help setting up complex logic, integrating third-party tools, or deploying n8n in production, I’m here to help. Let’s work together to bring your automation ideas to life.
外部リンク
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