Module 8 Lesson 1: HubSpot Automation

A CRM is only as good as the data inside it. Manual entry is the enemy of a happy sales team. n8n allows you to keep HubSpot perfectly synchronized without lifting a finger.

1. Connecting HubSpot (OAuth2)

Setting up HubSpot in n8n requires creating a "Private App" in your HubSpot settings.

1. Create Private App.
2. Select "Scopes" (e.g., crm.objects.contacts.read, crm.objects.deals.write).
3. Copy the Access Token into n8n.

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2. Managing Contacts

• Create/Update: n8n can "Upsert" a contact. If the email test@test.com exists, it updates their phone number. If it doesn't exist, it creates a new record.
• Search: "Find me the contact with this specific LinkedIn URL."

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3. Dealing with "Deals" and "Stages"

The heart of sales is the "Pipeline."

• Trigger: "When a deal moves from 'Qualified' to 'Closed Won'..."
• Action: "...Notify the Finance team on Slack and generate an Invoice in Google Sheets (Module 7)."

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4. HubSpot as a Trigger (Webhooks)

HubSpot can send webhooks to n8n for any event.

• Best Use: "When a contact unsubscribes in HubSpot, immediately remove them from our internal SMS list in Postgres."

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Exercise: The Sales Assistant

1. Create a "Test Contact" in your HubSpot account.
2. Use n8n to update that contact's "Job Title."
3. Create a workflow that triggers when a "New Lead" arrives via a Google Form (Module 7) and adds them to HubSpot.
4. Why is it important to select only the "Scopes" you need when creating a HubSpot Private App?
5. Research: What is a "HubSpot Object ID" and why do you need it to link a Contact to a Deal?

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Summary

HubSpot automation turns your CRM into a "Living Archive." By automating the creation and updating of contacts and deals, you free your sales team to focus on "Conversation" instead of "Data Entry."

Next Lesson: Accuracy first: CRM logic: Avoiding duplicates.