Automation library · Money admin

Send proposal follow-ups and update deals with HubSpot

Started by a clock, and works across Gmail, Google Sheets, HubSpot and Slack. 18 steps, 3 branches: a working afternoon to understand properly.

Medium

18 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Logic 7Service 10

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

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2Get Proposal-Stage DealsHubspotService
  3. 3Filter Stale DealsCodeLogic
  4. 4Get Contact EmailHubspotService
  5. 5Merge Contact DataCodeLogic
  6. 6Capture Error DetailsCodeLogic
  7. 7Opted Out or No Email?IfLogic
  8. 8Send Error AlertSlackService
  9. 9Get Follow-Up CountGoogle SheetsService
  10. 10Check Follow-Up CountCodeLogic
  11. 11Max Follow-Ups Reached?IfLogic
  12. 12Alert, Max Follow-Ups HitSlackService
  13. 13High-Value Deal?IfLogic
  14. 14Send High-Value Follow-UpGmailService
  15. 15Send Standard Follow-UpGmailService
  16. 16Update Deal StageHubspotService
  17. 17Log to Google SheetsGoogle SheetsService
  18. 18Notify Sales TeamSlackService

How it's built

Starts on
A clock
Steps
18, with 3 branches
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 a clock.

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. 18 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 18 steps before you point it at anything that matters.