HubSpot, Gmail 및 AI 기반 스케줄링을 사용한 자동화된 고객 온보딩
이것은Content Creation, Multimodal AI분야의자동화 워크플로우로, 31개의 노드를 포함합니다.주로 If, Set, Gmail, Filter, Hubspot 등의 노드를 사용하며. HubSpot, Gmail 및 AI 기반 스케줄링을 사용한 자동화된 고객 온보딩
- •Google 계정 및 Gmail API 인증 정보
- •HubSpot API Key
- •HTTP Webhook 엔드포인트(n8n이 자동으로 생성)
- •대상 API의 인증 정보가 필요할 수 있음
- •OpenAI API Key
사용된 노드 (31)
{
"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": "스티커 노트",
"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": "재시도",
"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": "성공",
"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": "캘린더 에이전트",
"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": "참석자와 함께 이벤트 생성",
"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": "이벤트 생성",
"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": "이벤트 조회",
"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": "이벤트 삭제",
"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": "이벤트 업데이트",
"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": "다른 워크플로우에서 실행될 때",
"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": "Structured Output Parser",
"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": "담당자 목록 가져오기",
"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": "담당자 분리",
"type": "n8n-nodes-base.splitOut",
"position": [
640,
-60
],
"parameters": {
"options": {},
"fieldToSplitOut": "results"
},
"typeVersion": 1
},
{
"id": "5e44ea67-e2f9-4cea-a030-c452b8bb482f",
"name": "현재 담당자 가져오기",
"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": "스티커 노트1",
"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 Trigger",
"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": "여기에 회사 데이터 입력",
"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": "스티커 노트2",
"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": "연락처 생성 시",
"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": "연락처 모든 정보 가져오기",
"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": "개인화된 메시지 작성",
"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": "메시지 전송",
"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": "연락처에 담당자 설정",
"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": "스티커 노트3",
"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": "Markdown을 HTML로 변환",
"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": "스티커 노트4",
"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": {
"id": "1IOLtYX7aTspCAN8",
"name": "OpenAI Pollup"
}
},
"typeVersion": 1
},
{
"id": "c195ad96-7b04-4b01-a3a5-cb0df3c5cb26",
"name": "스티커 노트7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-880,
260
],
"parameters": {
"width": 320,
"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"
},
"typeVersion": 1
}
],
"connections": {
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}이 워크플로우를 어떻게 사용하나요?
위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.
이 워크플로우는 어떤 시나리오에 적합한가요?
고급 - 콘텐츠 제작, 멀티모달 AI
유료인가요?
이 워크플로우는 완전히 무료이며 직접 가져와 사용할 수 있습니다. 다만, 워크플로우에서 사용하는 타사 서비스(예: OpenAI API)는 사용자 직접 비용을 지불해야 할 수 있습니다.
관련 워크플로우 추천
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.
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