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。
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