🤝 Weekly HubSpot lead report to Slack

⚡ 1,420 views · 🤝 CRM & Sales Operations

Description

This n8n template posts a quick weekly snapshot to Slack so your team sees last week’s funnel movement at a glance. It counts how many contacts entered the Lead stage in the past week—and optionally reports closed-won deals from the same period.

Perfect for GTM standups and Monday pipeline reviews.

How it works

• A weekly schedule (e.g., Mondays 07:00) kicks things off.

• HubSpot → Get all contacts pulls contacts with hs_v2_date_entered_lead.

• A filter keeps only those whose lead date is within the last 7 days.

• Summarize counts the resulting leads.

• Slack posts: “Last week we generated X leads.”

• (Optional branch) Deals:

  • HubSpot → Get all deals with hs_is_closed_won and hs_closed_won_date.
  • Filter to closed-won last week.
  • Summarize to report count and (if mapped) total amount.

How to use

1. Connect HubSpot on the contacts and (optional) deals nodes.
2. Connect Slack and pick the destination channel.
3. In Schedule the report, set your preferred day/time.
4. (Optional) For the Deals branch, include the amount property on “Get all deals” and set Summarize → sum over amount.
5. Activate the workflow.

Requirements

• HubSpot (OAuth2)
• Slack (OAuth2)

Notes & customization

• Time windows: Adjust the filter to different periods (e.g., last 14 or 30 days).
• More stages: Duplicate the contacts branch for MQL/SQL or custom lifecycle events.
• Richer Slack message: Add emojis, trend vs. prior week, or a tiny leaderboard by owner.
• Segments: Split by country/industry using HubSpot lists or additional filters.

🔗 Nodes Used

Slack, HubSpot, Schedule Trigger, Filter, Summarize

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup