n8n HubSpot Follow-Up Workflow: Webmetic + OpenAI + Teams

Turn Webmetic return visits into HubSpot deal tasks—plus an OpenAI follow-up and a Microsoft Teams alert

This n8n HubSpot Follow-Up Workflow automatically detects returning companies from Webmetic, finds their open deal in HubSpot, generates a short HTML follow-up suggestion with OpenAI, then creates a HubSpot task for the deal owner and posts a notification to Microsoft Teams—running every hour.

What this workflow does

• Runs hourly using a scheduled trigger to keep your pipeline responsive without manual checking.
• Detects returning companies by pulling companies with at least two website visits in the last 7 days from Webmetic.
• Deduplicates per company per day so you’re notified only once per day for each returning company.
• Validates in HubSpot by searching HubSpot Companies by the visiting company’s domain, then continues only if there are open deals.
• Selects the most recently updated open deal for that company.
• Generates an AI follow-up by sending deal details plus the visit/page context to OpenAI, producing a short HTML follow-up recommendation.
• Creates a HubSpot task tied to the company, deal, and deal owner, containing the AI suggestion.
• Posts a summary to Microsoft Teams so your team stays informed immediately.

Use cases

• SaaS sales teams who want faster follow-up when Webmetic signals repeat interest for an account with an open opportunity.
• Automation engineers building n8n lead-to-task pipelines across Webmetic, HubSpot, OpenAI, and Microsoft Teams.
• Revenue ops workflows that reduce missed touches by turning returning-visitor intent into actionable HubSpot tasks.

Technical details

• Nodes / components: n8n-nodes-webmeticwebmetic, http request, hubspot, if, set, sticky note, OpenAI step, and Microsoft Teams notification.
• Setup required: Webmetic Visitor Intelligence API key, HubSpot private app/app token, OpenAI credentials, and Microsoft Teams credentials.
• Settings: configure your website domain, company name, what you sell, and the preferred output language; select the Team and Channel for Teams alerts.