💬 Follow up on open HubSpot deals using Webmetic, OpenAI and Microsoft Teams
⚡ 1 views · 💬 Lead Nurturing & AI Sales Agents
Description
Quick Overview
This workflow runs hourly to detect returning companies from Webmetic, checks HubSpot for an open deal by domain, uses OpenAI to generate a follow-up suggestion, then creates a HubSpot task for the deal owner and posts an alert to Microsoft Teams.
How it works
- Runs every hour on a scheduled trigger.
- Pulls companies with at least two website visits in the last 7 days from Webmetic and deduplicates them to notify only once per company per day.
- Searches HubSpot Companies by the visiting company’s domain and continues only if the company has one or more open deals.
- Searches HubSpot Deals to find the most recently updated open deal associated with that company.
- Sends the deal and visit/page context to OpenAI to generate a short HTML follow-up recommendation.
- Creates a HubSpot task associated with the deal, company, and deal owner containing the AI suggestion, then posts a summary notification to a Microsoft Teams channel.
Setup
- Add credentials for Webmetic (Visitor Intelligence API key), HubSpot (private app token/app token), OpenAI, and Microsoft Teams.
- In the Settings values, set your website domain, company name, what you sell, and preferred output language.
- In the Microsoft Teams step, select the target Team and Channel where notifications should be posted.
🔗 Nodes Used
HTTP Request, HubSpot, Microsoft Teams, Schedule Trigger, AI Agent, OpenAI Chat Model
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File