Automate HubSpot Client Outreach with n8n
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Streamline your sales process by automatically fetching HubSpot contacts and segmenting them by owner. This n8n workflow ensures you never miss an opportunity to connect with your clients.
About This Workflow
This n8n workflow is designed to supercharge your sales outreach by seamlessly integrating with your HubSpot CRM. It begins by fetching a comprehensive list of all your HubSpot owners. For each owner, it then queries HubSpot to retrieve a detailed list of their associated contacts, extracting key information like first name, last name, email, LinkedIn URL, and company. The workflow intelligently handles pagination, ensuring all contacts are retrieved, and includes conditional logic to identify contacts with missing LinkedIn URLs for targeted follow-ups. This automation empowers sales teams to efficiently manage their client relationships and personalize their communication strategies.
Key Features
- Automated Owner & Client Retrieval: Effortlessly pull lists of owners and their associated clients directly from HubSpot.
- Intelligent Contact Segmentation: Filter and organize clients based on their assigned HubSpot owner.
- Rich Contact Data Extraction: Capture essential contact details including name, email, LinkedIn, and company.
- Pagination Handling: Ensures that all contacts are retrieved, even for owners with a large client base.
- LinkedIn URL Check: Identifies contacts missing LinkedIn profiles for potential follow-up.
How To Use
- Trigger: The workflow is initiated by clicking the 'Test workflow' button.
- Connect HubSpot: Ensure your HubSpot account is authenticated and connected to n8n via the HubSpot API OAuth2 credential.
- Configure Owner Retrieval: The 'Get list of owners' node is pre-configured to fetch owners from your HubSpot account.
- Define Client Search Criteria: The 'Get list of clients for owner' node uses a POST request to search for contacts. You'll need to adjust the
ownerIdto dynamically pull the ID of the owner you want to retrieve clients for. Thelimitandafterparameters handle pagination. - Handle Data Iteration: The 'Edit' node initializes pagination variables. The 'Increment Page' node updates the
sofarvariable for subsequent API calls. The 'If' node checks if all clients for an owner have been retrieved. - Merge and Process Results: The 'Merge al the entries' and 'Split Out1' nodes are used to consolidate and process the retrieved client data.
- Conditional Logic for LinkedIn: The 'If linkedin url is empty' node allows you to define actions for contacts missing a LinkedIn URL, such as logging or further processing.
- Execute Sub-Workflow (Optional): The 'Get list of clients' node demonstrates how to trigger this process for each owner individually if needed.
Apps Used
Workflow JSON
{
"id": "092c7230-0f90-49fc-b962-997d6f5c6f64",
"name": "Automate HubSpot Client Outreach with n8n",
"nodes": 6,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 092c7230-0f90...
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