Automation library · Lead generation

Manage B2B referral leads with Gmail and Slack

Started by another system calling it, and works across Gmail, Google Sheets, HubSpot and Slack. 19 steps, 3 branches, 1 loop or waits: a working afternoon to understand properly.

Medium

19 stepsMedium: a working afternoon
3Branches: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 3Logic 6Service 10

The steps in the order they run, from what starts it.

  1. 1Referral Form WebhookWebhookStarts it
  2. 2Slack Alert, Error ChannelSlackService
  3. 3Validate Required FieldsCodeLogic
  4. 4Is Valid Submission?IfLogic
  5. 5Respond, SuccessRespond To WebhookStarts it
  6. 6Extract Referral DataCodeLogic
  7. 7Respond, Validation ErrorRespond To WebhookStarts it
  8. 8Thank You Email to ReferrerGmailService
  9. 9Slack Alert, Sales TeamSlackService
  10. 10Check Lead in HubSpotHubspotService
  11. 11Is New Lead?IfLogic
  12. 12Create HubSpot ContactHubspotService
  13. 13Send Nurture Email to LeadGmailService
  14. 14Create HubSpot DealHubspotService
  15. 15Wait 3 DaysWaitLogic
  16. 16Check for Lead ReplyGmailService
  17. 17Did Lead Reply?IfLogic
  18. 18Send Follow-Up EmailGmailService
  19. 19Log Referral to Google SheetGoogle SheetsService

How it's built

Starts on
Another system calling it
Steps
19, with 3 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, HubSpot, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, HubSpot and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 19 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 19 steps before you point it at anything that matters.