n8n HubSpot Call Task Workflow with Webmetic, OpenAI & Teams

Turn Webmetic visitor signals into HubSpot call tasks—automatically

This n8n workflow identifies new companies visiting your website via Webmetic, checks whether they already have an open deal in HubSpot (or another CRM), and then either assigns a call task to the deal owner or creates a new lead with a personalized call script and notification to your Teams.

What this workflow does

• Runs on a schedule: Starts with Scheduled Every Minute (or a longer interval) to process new visitor intelligence regularly.
• Fetches Webmetic companies: Uses Fetch Webmetic Visits to pull companies Webmetic identified within the last hour, then deduplicates so each company is handled only once across executions.
• Filters by lead score: Applies Filter Interested Companies to skip companies below your minimum lead score (0–100).
• Checks HubSpot for open deals: Searches HubSpot by company domain and checks whether any open deals exist.
• Creates the right next action:
  • If an open deal exists, the deal owner gets a task.
  • If no open deal exists, Webmetic reveals a decision maker, OpenAI generates a short call script using the company profile and page views, and the workflow posts a notification and creates the call task.
• Upserts contacts and tasks: Updates/creates the contact in your CRM, creates the call task containing the script, and sends a notification.

Use cases

• SaaS teams who want instant outbound follow-up when high-intent visitors appear.
• Sales ops engineers using HubSpot to route tasks to deal owners when prospects are already in the pipeline.
• Marketing-to-sales workflows that convert Webmetic page views into a ready-to-call script.

Technical details

• Webmetic: Fetches visitor-identified companies (and reveals decision makers after setup).
• HubSpot (or CRM): Company search by domain and open-deal check; contact upsert; task creation.
• OpenAI: Generates a short call script based on company profile and page views.
• Microsoft Teams: Sends/receives notifications for new tasks/leads.
• n8n nodes used: if, set, filter, hubspot, sticky note, http request.