n8n Workflow: Rescue At-Risk HubSpot Deals w/ Gemini & Slack
n8n Workflow: Rescue At-Risk HubSpot Deals w/ Gemini & Slack
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n8n Workflow: Rescue At-Risk HubSpot Deals w/ Gemini & Slack
Regular price
£50.99
Regular price
£50.99
Sale price
Unit price
/
per
Rescue HubSpot deals at risk—automatically generate the plan with Gemini and alert your team in Slack
This n8n workflow scans your HubSpot deals every hour for risk signals, uses Google Gemini to diagnose each deal and draft a rep-approved follow-up email, then writes the results back to HubSpot and posts a prioritized rescue report to Slack.
What this workflow does
- Runs hourly via a scheduled trigger to keep your pipeline protected in near real time.
- Scans and scores HubSpot deals to identify open deals at risk based on inactivity, overdue next steps, and close-date pressure—while skipping deals already audited today.
- Builds a deal activity timeline for each at-risk deal by pulling the most recent HubSpot notes and CRM emails (when available).
- Uses an AI agent with Google Gemini to classify risk, explain the situation, and generate a follow-up email draft.
- Updates HubSpot by writing a “Deal Rescue Audit” block into the deal description, then creates a HubSpot note and a prioritized follow-up task.
- Posts a single Slack message summarizing total pipeline at risk and the top deal recommendations to your selected channel.
Use cases
- Prevent pipeline slippage by identifying deals with overdue next steps before they stall.
- Standardize deal rescue follow-ups with consistent AI-generated email drafts.
- Keep sales and ops aligned with a prioritized Slack report of at-risk deals.
Technical details
- Integrations: HubSpot (OAuth2), Google Gemini (PaLM API), Slack OAuth
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n8n nodes/logic:
if,code,http request,hubspot,slack,sticky note - Behavior: batch processing of at-risk deals; continues even if CRM email scope is missing
