# Manage B2B referral leads with Gmail and Slack: n8n workflow

> Started by another system calling it, and works across Gmail, Google Sheets, HubSpot and Slack.

Source: https://millionrounds.com/workflow/manage-b2b-referral-leads-with-gmail-and-slack (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# 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

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmanage-b2b-referral-leads-with-gmail-and-slack)

**19 steps** Medium: a working afternoon

**3** Branches: places the flow splits

**1** Loop or waits

**4** Services it connects to

## The flow

Starts it 3 Logic 6 Service 10

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

- 1 **Referral Form Webhook** Webhook *Starts it*
- 2 **Slack Alert, Error Channel** Slack *Service*
- 3 **Validate Required Fields** Code *Logic*
- 4 **Is Valid Submission?** If *Logic*
- 5 **Respond, Success** Respond To Webhook *Starts it*
- 6 **Extract Referral Data** Code *Logic*
- 7 **Respond, Validation Error** Respond To Webhook *Starts it*
- 8 **Thank You Email to Referrer** Gmail *Service*
- 9 **Slack Alert, Sales Team** Slack *Service*
- 10 **Check Lead in HubSpot** Hubspot *Service*
- 11 **Is New Lead?** If *Logic*
- 12 **Create HubSpot Contact** Hubspot *Service*
- 13 **Send Nurture Email to Lead** Gmail *Service*
- 14 **Create HubSpot Deal** Hubspot *Service*
- 15 **Wait 3 Days** Wait *Logic*
- 16 **Check for Lead Reply** Gmail *Service*
- 17 **Did Lead Reply?** If *Logic*
- 18 **Send Follow-Up Email** Gmail *Service*
- 19 **Log Referral to Google Sheet** Google Sheets *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmanage-b2b-referral-leads-with-gmail-and-slack)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[HubSpot](https://millionrounds.com/workflows?service=HubSpot#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**Apollo data enrichment with Company Id and Google Sheets** 19 steps · Google Sheets, Telegram](https://millionrounds.com/workflow/apollo-data-enrichment-with-company-id-and-google-sheets)
- [**Auto-schedule demos for high-intent leads with Clearbit** 19 steps · Google Sheets, HubSpot](https://millionrounds.com/workflow/auto-schedule-demos-for-high-intent-leads-with-clearbit)
- [**Automate multi-step onboarding emails from Notion leads** 19 steps · Gmail, Notion](https://millionrounds.com/workflow/automate-multi-step-onboarding-emails-from-notion-leads)
- [**Automated lead follow-up with Follow Up Boss and Gmail** 19 steps · Gmail, Twilio](https://millionrounds.com/workflow/automated-lead-follow-up-with-follow-up-boss-and-gmail)
- [**Capture and score leads with Slack** 19 steps · Slack](https://millionrounds.com/workflow/capture-and-score-leads-with-slack)
- [**Generate Google Maps leads with Apify and Hunter** 19 steps · Apify, HubSpot](https://millionrounds.com/workflow/generate-google-maps-leads-with-apify-and-hunter)