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每周HubSpot潜在客户报告发送至Slack

中级

这是一个CRM, AI Summarization领域的自动化工作流,包含 11 个节点。主要使用 Slack, Filter, Hubspot, Summarize, ScheduleTrigger 等节点。 每周HubSpot潜在客户报告发送至Slack

前置要求
  • Slack Bot Token 或 Webhook URL
  • HubSpot API Key
工作流预览
可视化展示节点连接关系,支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入,即可使用此工作流
{
  "meta": {
    "instanceId": "09423a3357ff64bdcc082268b9d577001317edbe377a3ccfb0b131ffb9554b30"
  },
  "nodes": [
    {
      "id": "99d822b5-2f86-4dee-94f2-8e0948a8d93e",
      "name": "Get all contacts",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        656,
        192
      ],
      "parameters": {
        "operation": "getAll",
        "returnAll": true,
        "authentication": "oAuth2",
        "additionalFields": {
          "propertiesCollection": {
            "propertiesValues": {
              "properties": [
                "hs_v2_date_entered_lead"
              ],
              "propertyMode": "valueOnly"
            }
          }
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "Vxqd8oQJmbtNmpRz",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "bad7066e-ec34-495d-a83a-ab88afef0b98",
      "name": "Filter leads added last week",
      "type": "n8n-nodes-base.filter",
      "position": [
        880,
        192
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "fd0fe4fb-9957-4ba0-9fc8-2eaccb02ef5e",
              "operator": {
                "type": "dateTime",
                "operation": "before"
              },
              "leftValue": "={{ $json.properties.hs_v2_date_entered_lead.value.toDateTime('ms') }}",
              "rightValue": "={{ $today }}"
            },
            {
              "id": "31eeb628-0bdf-4fa5-be83-05eb496c7d85",
              "operator": {
                "type": "dateTime",
                "operation": "after"
              },
              "leftValue": "={{ $json.properties.hs_v2_date_entered_lead.value.toDateTime('ms') }}",
              "rightValue": "={{ $today.minus(7, 'days') }}"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "ec02e91b-4f2e-4112-8a4f-0c6e3f8d43f4",
      "name": "Count leads",
      "type": "n8n-nodes-base.summarize",
      "position": [
        1104,
        192
      ],
      "parameters": {
        "options": {},
        "fieldsToSummarize": {
          "values": [
            {
              "field": "vid"
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "b3763fb5-90aa-44f4-80e0-cdb4e068bf13",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        0
      ],
      "parameters": {
        "color": 5,
        "width": 336,
        "height": 368,
        "content": "## Weekly HubSpot “New Leads” report to Slack\n\nThis simple workflow posts a weekly count of contacts that entered the Lead stage last week to a Slack channel.\n\n### Setup\n1. Connect your HubSpot account. \n2. Connect Slack and choose which channel you want to post to.\n3. Optional: adjust when you want the message delivered by editing the day/time on the Schedule Trigger."
      },
      "typeVersion": 1
    },
    {
      "id": "f4572a98-acc0-4ca8-b777-e8632ab28729",
      "name": "Send report to a Slack channel",
      "type": "n8n-nodes-base.slack",
      "position": [
        1312,
        192
      ],
      "webhookId": "fbb3f4e8-43e5-42c4-8d5b-33832fb0e9fd",
      "parameters": {
        "text": "=Last week we generated a total of {{ $json.count_vid }} leads.",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "id",
          "value": "="
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "id": "w28i2ZnlVpKE1xDv",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "b3f3fe78-6d15-43b7-a633-33d58a30ca16",
      "name": "Schedule the report",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        432,
        192
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "weeks",
              "triggerAtDay": [
                1
              ],
              "triggerAtHour": 7
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "ca6981d1-1741-4adc-a4d7-302375a0692c",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        624,
        432
      ],
      "parameters": {
        "color": 7,
        "width": 656,
        "height": 240,
        "content": "You can use this for deals too"
      },
      "typeVersion": 1
    },
    {
      "id": "fee5c81d-5b90-4725-82da-c6130dbb3863",
      "name": "Get all deals",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        656,
        496
      ],
      "parameters": {
        "filters": {
          "properties": [
            "hs_is_closed_won",
            "hs_closed_won_date"
          ]
        },
        "resource": "deal",
        "operation": "getAll",
        "returnAll": true,
        "authentication": "oAuth2"
      },
      "typeVersion": 2.1
    },
    {
      "id": "91303c21-d105-4b2d-afe2-682e13091100",
      "name": "Filter won deals last week",
      "type": "n8n-nodes-base.filter",
      "position": [
        880,
        496
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "31eeb628-0bdf-4fa5-be83-05eb496c7d85",
              "operator": {
                "type": "dateTime",
                "operation": "after"
              },
              "leftValue": "={{ $json.properties.hs_closed_won_date.value.toDateTime('ms') }}",
              "rightValue": "={{ $today.minus(7, 'days')}}"
            },
            {
              "id": "2fc45c0d-c105-4ada-ad35-9336507757cf",
              "operator": {
                "type": "dateTime",
                "operation": "before"
              },
              "leftValue": "={{ $json.properties.hs_closed_won_date.value.toDateTime('ms') }}",
              "rightValue": "={{ $today }}"
            },
            {
              "id": "9be6ae28-501d-457b-a80c-aedd051c3a05",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "={{ $json.properties.hs_is_closed_won.value }}",
              "rightValue": "true"
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "6df7a16f-a3ae-4428-b900-2604f142d252",
      "name": "Sum deal value",
      "type": "n8n-nodes-base.summarize",
      "position": [
        1104,
        496
      ],
      "parameters": {
        "options": {},
        "fieldsToSummarize": {
          "values": [
            {
              "field": "vid",
              "aggregation": "sum"
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "fb9890a6-e524-44dd-84c5-ae25815df9e6",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        384,
        144
      ],
      "parameters": {
        "color": 7,
        "width": 1120,
        "height": 224,
        "content": ""
      },
      "typeVersion": 1
    }
  ],
  "pinData": {},
  "connections": {
    "Count leads": {
      "main": [
        [
          {
            "node": "Send report to a Slack channel",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get all deals": {
      "main": [
        [
          {
            "node": "Filter won deals last week",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get all contacts": {
      "main": [
        [
          {
            "node": "Filter leads added last week",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule the report": {
      "main": [
        [
          {
            "node": "Get all contacts",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter won deals last week": {
      "main": [
        [
          {
            "node": "Sum deal value",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter leads added last week": {
      "main": [
        [
          {
            "node": "Count leads",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流?

复制上方的 JSON 配置代码,在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」,粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景?

中级 - 客户关系管理, AI 摘要总结

需要付费吗?

本工作流完全免费,您可以直接导入使用。但请注意,工作流中使用的第三方服务(如 OpenAI API)可能需要您自行付费。

工作流信息
难度等级
中级
节点数量11
分类2
节点类型6
难度说明

适合有一定经验的用户,包含 6-15 个节点的中等复杂度工作流

作者
Miha

Miha

@miha

Template Engineer @ n8n

外部链接
在 n8n.io 查看

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