Templates / Weekly HubSpot lead report to Slack

Weekly HubSpot lead report to Slack

Ready for 3.0

by Miha ✓ · 1,700 views · created 2025-09-26 · CRM

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

Nodes used (5)

HubSpotSlack

What it does

This n8n template posts a quick weekly snapshot to Slack so your team sees last week’s funnel movement at a glance. It counts how many contacts entered the Lead stage in the past week—and optionally reports closed-won deals from the same period. Perfect for GTM standups and Monday pipeline reviews. --- How it works A weekly schedule (e.g., Mondays 07:00) kicks things off. HubSpot → Get all contacts pulls contacts with hsv2dateenteredlead. A filter keeps only those whose lead date is within the last 7 days. Summarize counts the resulting leads. Slack posts: “Last week we generated X leads.” (Optional branch) Deals: HubSpot → Get all deals with hsisclosedwon and hsclosedwondate. Filter to closed-won last week. Summarize to report count and (if mapped) total amount. --- How to use 1. Connect HubSpot on the contacts and (optional) deals nodes. 2. Connect Slack and pick the destination channel. 3. In Schedule the report, set your preferred day/time. 4. (Optional) For the Deals branch, include the amount property on “Get all deals” and set Summarize → sum over amount. 5. Activate the workflow. --- Requirements HubSpot (OAuth2) Slack (OAuth2) --- Notes & customization Time windows: Adjust the filter to different periods (e.g., last 14 or 30 days). More stages: Duplicate the contacts branch for MQL/SQL or custom lifecycle events. Richer Slack message: Add emojis, trend vs. prior week, or a tiny leaderboard by owner. Segments: Split by country/industry using HubSpot lists or additional filters.

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