# Send proposal follow-ups and update deals with HubSpot: n8n workflow

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

Source: https://millionrounds.com/workflow/send-proposal-follow-ups-and-update-deals-with-hubspot (Millionrounds; every figure on the page links to its filing or article)

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

# 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

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-proposal-follow-ups-and-update-deals-with-hubspot)

**18 steps** Medium: a working afternoon

**3** Branches: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 1 Logic 7 Service 10

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

- 1 **Schedule Trigger** Schedule trigger *Starts it*
- 2 **Get Proposal-Stage Deals** Hubspot *Service*
- 3 **Filter Stale Deals** Code *Logic*
- 4 **Get Contact Email** Hubspot *Service*
- 5 **Merge Contact Data** Code *Logic*
- 6 **Capture Error Details** Code *Logic*
- 7 **Opted Out or No Email?** If *Logic*
- 8 **Send Error Alert** Slack *Service*
- 9 **Get Follow-Up Count** Google Sheets *Service*
- 10 **Check Follow-Up Count** Code *Logic*
- 11 **Max Follow-Ups Reached?** If *Logic*
- 12 **Alert, Max Follow-Ups Hit** Slack *Service*
- 13 **High-Value Deal?** If *Logic*
- 14 **Send High-Value Follow-Up** Gmail *Service*
- 15 **Send Standard Follow-Up** Gmail *Service*
- 16 **Update Deal Stage** Hubspot *Service*
- 17 **Log to Google Sheets** Google Sheets *Service*
- 18 **Notify Sales Team** Slack *Service*

## 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.

## 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%2Fsend-proposal-follow-ups-and-update-deals-with-hubspot)
- **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)

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Also money admin, with the same services where possible, closest in size first.

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