Gemini + HubSpot CMA-lite Leads Workflow (n8n, Webhooks, Docs)

Generate CMA-lite valuations with Gemini, deliver in minutes, and push leads into HubSpot automatically

This Gemini + HubSpot CMA-lite Leads Workflow for n8n creates a professional CMA-lite valuation report in Google Docs, emails the link to the seller, scores the lead as Hot/Warm/Cold, and automatically creates the right HubSpot deal stage—plus instant alerts for hot sellers.

What this workflow does

• Captures seller details via your website form, landing page, or Typeform submission (name, email, phone, address, property type, bedrooms, condition, timeline, reason for selling, expected price).
• Generates a complete CMA-lite report using Gemini AI, structured into six sections: Executive Summary, Estimated Value Range, Key Value Factors, Market Context, Pricing Strategy, and Recommended Next Steps.
• Saves the report to Google Docs and sets it to “Anyone with the link can view.”
• Sends an instant personalized email to the seller containing the Google Docs report link within minutes of submission.
• Scores the seller as Hot, Warm, or Cold based on timeline and selling motivation.
• Creates/updates CRM and deals in HubSpot, routing:
  • Hot → Appointment Scheduled (30-day close)
  • Warm → Qualified to Buy (90-day close)
  • Cold → Presentation Scheduled (180-day close)
• Logs everything to Google Sheets as a backup record, including the Google Docs URL and the HubSpot deal ID.
• Notifies an agent instantly for Hot sellers via email/Slack messaging with the full seller profile and estimated value range.

Use cases

• Real estate teams that want automated “what’s it worth?” responses with a shareable Google Docs CMA-lite report.
• Automation engineers building n8n webhooks that route leads into HubSpot with correct pipeline timing.
• SaaS operators seeking a reliable CRM-backed workflow with backup logging in Google Sheets and real-time agent alerts.

Technical details

• n8n nodes/stack: if, set, code, gmail, slack, hubspot
• Document delivery: Google Docs link generated and emailed to the seller
• CRM automation: HubSpot contact creation/update + deal creation in the appropriate pipeline stage
• Operational logging: Google Sheets backup record including Docs URL + HubSpot deal ID