Workflow Templates

About The ICP Person Scoring Automation Sorting through lists of potential leads manually to determine who's truly worth your sales team's time isn't just tedious, it's incredibly inefficient. Without proper qualification, your team might spend hours pursuing prospects who aren't the right fit for your product, while ideal customers slip through the cracks. How to Automate Identifying Your Ideal Customers With this automation, you'll learn how to automatically score and prioritize leads using data extracted directly from LinkedIn profiles via Airtop's built-in integration with n8n. By the end, you'll have a fully automated workflow that analyzes prospects and calculates an Ideal Customer Profile (ICP) score, helping your sales team focus on high-potential opportunities. What You'll Need A free Airtop API key A copy of this Google Sheets Understanding the Process This automation transforms how you qualify and prioritize leads by extracting real-time, accurate information directly from LinkedIn profiles. Unlike static databases that quickly become outdated, this workflow taps into the most current professional information available. The workflow in this template: Uses Airtop to extract comprehensive LinkedIn profile data Analyzes the data to calculate an ICP score based on AI interest, technical depth, and seniority Updates your Google Sheet with the enriched data and the ICP score Person ICP Scoring Workflow Our person-focused workflow evaluates individual LinkedIn profiles to determine how well they match your ideal customer profile by: Extracting data for each individual Analyzing their profile to determine seniority and technical depth The system then automatically calculates an ICP score based on the following criteria: AI Interest: beginner-5 pts, intermediate-10 pts, advanced-25 pts, expert-35 pts Technical Depth: basic-5 pts, intermediate-15 pts, advanced-25 pts, expert-35 pts Seniority Level: junior-5 pts, mid-level-15 pts, senior-25 pts, executive-30 pts Setting Up Your Automation Here's how to get started: Configure your connections Connect your Google Sheets account Add your Airtop API key (obtain from the Airtop dashboard) Set up your Google Sheet Ensure your Google Sheet has the necessary columns for input data and result fields Ensure that columns Linkedin_URL_Person and ICP_Score_Person exist at least Configure the Airtop module Set up the Airtop module to use the appropriate LinkedIn extraction prompt Use our provided prompt that extracts individual profile data Customization Options While our templates work out of the box, you might want to customize them for your specific needs: Modify the ICP scoring criteria: Adjust the point values or add additional criteria specific to your business Add notification triggers: Set up Slack or email notifications for high-value leads that exceed a certain ICP threshold Implement batch processing: Modify the workflow to process leads in batches to optimize performance Add conditional logic: Create different scoring models for different industries or product lines Integrate with your CRM: Integrate this automation with your preferred CRM to get the details added automatically for you Real-World Applications Here's how businesses are using this automation: AI Sales Platform: A B2B AI company could implement this workflow to process their trade show lead list of contacts. Within hours, they can identify the top 50 prospects based on ICP score. SaaS Analytics Tool: A SaaS company could implement LinkedIn enrichment to identify which companies fit best. The automation processes weekly leads and categorizes them into high, medium, and low priority tiers, allowing their sales team to focus on the most promising opportunities first. Best Practices To get the most out of this automation: Review and refine your ICP criteria quarterly: What constitutes an ideal customer may evolve as your product and market develop Create tiered follow-up processes: Develop different outreach strategies based on ICP score ranges Perform regular data validation: Periodically check the accuracy of the automated scoring against your actual sales results What's Next? Now that you've automated your ICP scoring with LinkedIn data, you might be interested in: Setting up automated outreach sequences based on ICP score thresholds Creating custom reporting dashboards to track conversion rates by ICP segment Expanding your scoring model to include additional data sources Implementing lead assignment automation based on ICP scores Happy automating!

How It Works This workflow automates the entire property lead generation process in a few simple steps: Property Search: Connects to BatchData's Property Search API with customizable parameters (location, property type, value range, equity percentage, etc.) Lead Filtering & Scoring: Processes results to identify the most promising leads based on criteria like absentee ownership, years owned, equity percentage, and tax status. Each property receives a lead score to prioritize follow-up. Skip Tracing: Automatically retrieves owner contact information (phone, email, mailing address) for each qualified property. Data Formatting: Structures all property and owner data into a clean, organized format ready for your systems. Multi-Channel Output: Generates an Excel spreadsheet with all lead details Pushes leads directly to your CRM (configurable for HubSpot, Salesforce, etc.) Sends a summary email with the spreadsheet attached The workflow can run on a daily schedule or be triggered manually as needed. All parameters are easily configurable through dedicated nodes, requiring no coding knowledge. Who's It For This workflow is perfect for: Real Estate Investors looking to find off-market properties with motivated sellers Real Estate Agents who want to generate listing leads from distressed or high-equity properties Investment Companies that need regular lead flow for acquisitions Real Estate Marketers who run targeted campaigns to property owners Wholesalers seeking to build a pipeline of potential deals Property Service Providers (roof repair, renovation contractors, etc.) who target specific property types Anyone who needs reliable, consistent lead generation for real estate without the manual work of searching, filtering, and organizing property data will benefit from this automation. About BatchData BatchData is a comprehensive property data provider that offers access to nationwide property information, owner details, and skip tracing services. Key features include: Extensive Database: Covers 150+ million properties across all 50 states Rich Property Data: Includes ownership information, tax records, sales history, valuation estimates, equity positions, and more Skip Tracing Services: Provides owner contact information including phone numbers, email addresses, and mailing addresses Distressed Property Indicators: Flags for pre-foreclosure, tax delinquency, vacancy, and other motivation factors RESTful API: Professional API for programmatic access to all property data services Regular Updates: Continuously refreshed data for accurate information BatchData's services are designed for real estate professionals who need reliable property and owner information to power their marketing and acquisition strategies. Their API-first approach makes it ideal for workflow automation tools like N8N.

Overall Description & Potential << What Does This Flow Do? >> Overall, this workflow is an intelligent sales outreach automation engine that transforms raw leads from a form or a list into highly personalized, ready-to-send introductory email drafts. The process is: it starts by fetching data, enriches it with in-depth AI research to uncover "pain points," and then uses those research findings to craft an email that is relevant to the solutions you offer. This system solves a key problem in sales: the lack of time to conduct in-depth research on every single lead. By automating the research and drafting stages, the sales team can focus on higher-value activities, like engaging with "warm" prospects and handling negotiations. Using Google Sheets as the main dashboard allows the team to monitor the entire process—from lead entry, research status, and email drafts, all the way to the send link—all within a single, familiar interface. << Potential Future Enhancements >> This workflow has a very strong foundation and can be further developed into an even more sophisticated system: Full Automation (Zero-Touch): Instead of generating a manual-click link, the output from the AI Agent can be directly piped into a Gmail or Microsoft 365 Email node to send emails automatically. A Wait node could be added to create a delay of a few minutes or hours after the draft is created, preventing instant sending. Automated Follow-up Sequences: The workflow can be extended to manage follow-up emails. By using a webhook to track email opens or replies, you could build logic like: "If the intro email is not replied to within 3 days, trigger the AI Agent again to generate follow-up email #1 based on a different template, and then send it." AI-Powered Lead Scoring: After the research stage, the AI could be given the additional task of scoring leads (e.g., 1-10 or High/Medium/Low Priority) based on how well the target company's profile matches your ideal customer profile (ICP). This helps the sales team prioritize the most promising leads. Full CRM Integration: Instead of Google Sheets, the workflow could connect directly to HubSpot, Salesforce, or Pipedrive. It would pull new leads from the CRM, perform the research, draft the email, and log all activities (research results, sent emails) back to the contact's timeline in the CRM automatically. Multi-Channel Outreach: Beyond email, the AI could be instructed to draft personalized LinkedIn Connection Request messages or WhatsApp messages. The workflow could then use the appropriate APIs to send these messages, expanding your outreach beyond just email.

This workflow creates a daily, automated backup of all workflows in a self-hosted n8n instance and stores them in Google Drive. Instead of exporting every workflow on every run, it uses content hashing to detect meaningful changes and only updates backups when a workflow has actually been modified. To keep Google Drive clean and predictable, the workflow intentionally deletes the existing backup file before uploading the updated version. This avoids duplicate files and ensures there is always one authoritative backup per workflow. A Data Table is used as an index to track workflow IDs, hash values, and timestamps. This allows the workflow to quickly determine whether a workflow already exists, whether its content has changed, or whether it should be skipped entirely. How it works Runs daily using a Cron Trigger. Fetches all workflows from the n8n API. Processes workflows one-by-one for reliability. Generates a SHA-256 hash for each workflow. Compares hashes against a stored Data Table. Deletes existing Google Drive backups when changes are detected. Uploads updated workflows and skips unchanged ones. Store new or updated workflows details in Data Table. Filters workflows based on the configured backup scope (all | active | tagged ). Backs up all workflows, only active workflows, or only workflows matching a specific tag. Applies the scope filter before hashing and comparison, ensuring only relevant workflows are processed. Setup steps Set the Cron schedule** Open the Cron Trigger node and choose the time you want the backup to run (for example, once daily during off-peak hours). Create a Data Table** Create a new n8n Data Table with the title defined in dataTableTitle. This table stores workflowId, workflowName, hashCode, and DriveFiveId. Configure the Set node** In the Set Backup Configuration node, provide the following values: { "n8nHost": "https://your-n8n-domain", "apiKey": "your-n8n-api-key", "backupFolder": "/n8n/workflow-backups", "hashAlgorithm": "sha256", "dataTableTitle": "n8n_workflow_backup_index", "backupScope" : "", "requiredTag" : "" } In the Set Backup Configuration node, choose how workflows should be selected for backup: all – backs up every workflow (default) active – backs up only enabled workflows tagged – backs up only workflows containing a specific tag If using the tagged option, provide the required tag name to match. { "backupScope": "tagged", "requiredTag": "production" } Connect Google Drive credentials** Authorize your Google Drive account and ensure the backup folder exists. Activate the workflow** Once enabled, backups run automatically with no further action required.

Automated Marketing Analytics Report with AI Agent How it works Transform your marketing data into actionable insights with this intelligent automation workflow. The system combines scheduled triggers with AI-powered analysis to deliver comprehensive marketing reports directly to your inbox. Key Features: Scheduled automated reporting (daily, weekly, or monthly) AI-powered data analysis using advanced language models Multi-platform marketing data integration via GoMarble MCP Intelligent report generation with actionable recommendations Direct email delivery of formatted reports Set up steps Prerequisites: GoMarble MCP account and API access Gmail account for report delivery n8n instance (cloud or self-hosted) Configuration Time: ~15-20 minutes Step-by-step setup: Connect GoMarble MCP to n8n Follow the integration guide: GoMarble n8n Setup Configure your marketing platform credentials (Google Ads, Facebook Ads, Analytics) Configure the Schedule Trigger Set your preferred reporting frequency Choose optimal timing for data availability Customize the Report Prompt Define specific metrics and KPIs to track Set analysis parameters and report format preferences Set up AI Agent Configuration Choose between Anthropic Claude or OpenAI models Configure the GoMarble MCP tools for your marketing platforms Configure Gmail Integration Set recipient email addresses Customize email template and subject line Advanced Configuration: Add conditional logic for performance thresholds Include custom data visualization requests Set up alert triggers for significant metric changes What you'll get Automated Intelligence:** Regular marketing performance analysis without manual effort Cross-Platform Insights:** Unified view of Google Ads, Facebook Ads, and Analytics data AI-Powered Recommendations:** Strategic insights and optimization suggestions Professional Reports:** Well-formatted, executive-ready marketing summaries Scalable Solution:** Easy to extend with additional marketing platforms or custom metrics Perfect for marketing teams, agencies, and business owners who want to stay on top of their marketing performance with minimal manual work.

Who is this for This template is perfect for: Market Researchers** tracking industry trends. Tech Teams** wanting to stay updated on specific technologies (e.g., "AI", "Cybersecurity"). Content Creators** looking for curated news topics. Busy Professionals** who need a high-signal, low-noise news digest. What it does Fetches News: Pulls daily articles via NewsAPI based on your chosen keyword (default: "technology"). AI Filtering: Uses an AI Agent (via OpenRouter) to filter out low-quality or irrelevant clickbait. Daily Digest (Slack): Summarizes the top 3 articles in English. Translates the summaries to Japanese using DeepL (optional). Posts both versions to a Slack channel. Data Archiving (Sheets): Extracts structured data (Title, Author, Summary, URL) and saves it to Google Sheets. Weekly Trend Report: Every Monday, it reads the past week's data from Google Sheets and uses AI to generate a high-level trend report and strategic insights. How to set up Configure Credentials: You will need API keys/auth for NewsAPI, OpenRouter (or OpenAI), DeepL, Google Sheets, and Slack. Setup Google Sheet: Create a sheet with the following headers in the first row: title, author, summary, url. Map the Sheet: In the "Append row in sheet" and "Read sheet (weekly)" nodes, select your file and map the columns. Define Keyword: Open the "Set Keyword" node and change chatInput to the topic you want to track (e.g., "Crypto", "SaaS", "Climate Change"). Slack Setup: Select your desired channel in the Slack nodes. Requirements n8n** (Self-hosted or Cloud) NewsAPI** Key (Free tier available) OpenRouter** (or any LangChain compatible Chat Model like OpenAI) DeepL** API Key (for translation) Google Sheets** account Slack** Workspace How to customize Change the Language:** Remove the DeepL node if you only want English, or change the target language code. Adjust the Prompt:** Modify the "AI Agent (Filter)" system message to change how strict the news filtering is. Change Schedule:** Adjust the Cron nodes to run at your preferred time (currently set to Daily 8 AM and Weekly Monday 9 AM).

This workflow automates the entire process of running a Print-on-Demand (POD) business by combining market trend analysis with autonomous AI design and quality control. It acts as a virtual product team that researches, designs, vets, and publishes new products to your store every week. Who is it for? This template is ideal for e-commerce entrepreneurs, content creators, and print-on-demand store owners who want to scale their merchandise inventory without spending hours on design and market research. What it does Market Research: Fetches real-time search data from Google Trends and customer preference data from Typeform. AI Design: Uses OpenAI (GPT-4o) to brainstorm t-shirt concepts based on the gathered trends, then generates high-quality vector-style images using Replicate (Flux/Stable Diffusion). Quality Control: A "Vision AI" agent analyzes the generated image, rates it on a scale of 1-10, and filters out any design scoring below 7. Dynamic Pricing & Publishing: Automatically calculates a premium price for higher-rated designs and publishes the product directly to your Printify store. Logging: Saves the product details to Airtable for your records. How to set up Configure Credentials: Open the "Workflow Configuration" node. Replace the placeholder values with your API keys for OpenAI, Replicate, Printify, and Typeform. Set Printify Details: In the "Workflow Configuration" node, add your Shop ID. In the "Publish to Printify" node, update the blueprint_id (the specific t-shirt model, e.g., Bella+Canvas 3001) and print_provider_id. Airtable Setup: Create a table with columns for Title, Description, Price, Quality Score, and Image URL, then map the IDs in the Airtable node. Requirements n8n: Cloud or Self-hosted instance. API Keys: OpenAI (with GPT-4o access), Replicate, Printify, Typeform, and Airtable. Printify Account: A connected store (e.g., Shopify, Etsy, or Pop-up). How to customize Prompt Engineering: Modify the "Chief Designer AI" system prompt to change the artistic style (e.g., from "vector" to "pixel art" or "vintage"). Pricing Logic: Adjust the JavaScript in the "Dynamic Pricing Calculator" to change your base margins or markup rules. Schedule: Change the "Weekly Schedule Trigger" to run daily or monthly depending on your volume needs.

Description Automatically generate multi-jurisdiction tax summaries from Stripe invoices and sync them into Google Sheets with daily reporting. This workflow ensures compliance-ready tax data, detailed breakdowns by country/state/tax rate, and real-time Slack notifications for both success and error handling. 💳📈📢 What This Template Does Triggers daily at 2:00 AM using a scheduled cron. ⏰ Fetches paid invoices from Stripe (last 30 days). 💳 Validates data integrity before processing. ✅ Summarizes taxes by period, country, state, and rate. 🧮 Formats and logs results in Google Sheets for reporting. 📊 Sends Slack notifications for both success and failure. 📢 Key Benefits Automated tax compliance reporting. 🧾 Accurate multi-jurisdiction tracking. 🌍 Eliminates manual spreadsheet work. ⏱️ Maintains a historical audit trail. 📋 Real-time notifications keep your team informed. 🔔 Built-in error handling ensures reliability. 🛡️ Features Daily cron schedule (0 2 * * *). Stripe invoices fetched with expanded tax amounts. Intelligent grouping by period, country, state, and tax rate. Google Sheets integration with append/update logic. Success Slack message: summary totals, record count, period. Error Slack message: troubleshooting guidance and failure logs. Uses environment variables for secure configuration (GOOGLE_SHEETS_DOCUMENT_ID, SLACK_CHANNEL_ID). Requirements n8n instance (cloud or self-hosted). Stripe API credentials with invoice read access. Google Sheets OAuth2 credentials with write access. Slack API credentials with chat:write permissions. Proper tax configuration in Stripe for accurate reporting. Target Audience Finance teams handling recurring billing and tax filings. 💼 Accountants needing automated jurisdiction tax breakdowns. 📊 SaaS businesses managing global customers. 🌐 Agencies and SMEs streamlining monthly tax reporting. 🏢 Remote teams requiring real-time workflow notifications. 📲 Step-by-Step Setup Instructions Configure Stripe API credentials in n8n. Set up Google Sheets with a “Tax Summary” sheet (columns: period, country, state, tax rate, taxable amount, tax collected, processing date). Configure Slack API credentials and channel ID (e.g., tax-reports). Replace hardcoded values with environment variables for security. Import this workflow JSON into n8n. Run once manually with test invoices to validate. Enable the workflow for daily automated reporting. ✅

How It Works The workflow starts with a scheduled trigger that activates at set intervals. Behavioral data from multiple sources is parsed and sent to the MCDN routing engine, which intelligently assigns leads to the right teams based on predefined rules. AI-powered scoring evaluates each prospect’s potential, ensuring high-quality leads are prioritized. The results are synced to the CRM, and updates are reflected on an analytics dashboard for real-time visibility. Setup Steps Trigger: Define schedule frequency. Data Fetch: Configure APIs for all behavioral data sources. MCDN Router: Set routing rules, thresholds, and team assignments. AI Models: Connect OpenAI/NVIDIA APIs and configure scoring prompts. CRM Integration: Enter credentials for Salesforce, HubSpot, or other CRMs. Dashboard: Link to analytics tools like Tableau or Google Sheets for reporting. Prerequisites API credentials: NVIDIA AI, OpenAI, CRM platform; data sources; spreadsheet/analytics access Use Cases Lead prioritization for sales teams; customer segmentation; automated routing; Customization Adjust routing rules, add custom scoring models, modify team assignments, expand data sources, integrate additional AI providers Benefits Reduces manual lead routing 90%; improves scoring accuracy; accelerates sales cycle; enables data-driven team assignments;

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This template generates structured synthetic company content using live web data from the Bedrijfsdata.nl API combined with an LLM. Provide a company domain (directly or via a Bedrijfsdata.nl ID) and the workflow retrieves relevant website and search engine content, then produces ready-to-use descriptions of the company, its offerings, and its target audience. ✨ Features Create high-quality Dutch-language company descriptions on demand Automatically pull live web content via Bedrijfsdata.nl RAG Domain & RAG Search Structured JSON output for consistent downstream use (e.g., CRM updates, lead qualification) Flexible trigger: run from ProspectPro ID, domain input, or another workflow Secure, modular, and extendable structure (error handling included) 🏢 Example Output The workflow produces structured content fields you can directly use in your sales, marketing, or enrichment flows: company_description** – 1-2 paragraph summary of the company products_and_services** – detailed overview of offerings target_audience** – specific characteristics of ideal customers (e.g., industry, location, company size, software usage) Example: { "company_description": "Bedrijfsdata.nl B.V. is een Nederlands bedrijf dat uitgebreide data levert over meer dan 3,7 miljoen bedrijven in Nederland...", "products_and_services": "Het bedrijf biedt API-toegang tot bedrijfsprofielen, sectoranalyses, en SEO-gegevens...", "target_audience": "Nederlandse MKB's die behoefte hebben aan actuele bedrijfsinformatie voor marketing- of salesdoeleinden..." } ⚙ Requirements n8n instance or cloud workspace Install the Bedrijfsdata.nl n8n Verified Community Node OpenAI API credentials (tested with gpt-4.1-mini and gpt-3.5-turbo) Bedrijfsdata.nl developer account (14-day free trial, 500 credits) 🔧 Setup Instructions 1. Trigger configuration Use Bedrijfsdata.nl ID (default) or provide a domain directly Can be called from another workflow using “Execute Workflow” 2. Configure API credentials Bedrijfsdata.nl API key OpenAI API key 3. Customize Output (Optional) Adjust prompt in the LLM node to create other types of synthetic content Extend structured output schema for your use case 4. Integrate with Your Stack Example node included to update HubSpot descriptions Replace or extend to match your CRM, database, or messaging tools 🔐 Security Notes Input validation for required domain Dedicated error branches for invalid input, API errors, LLM errors, and downstream integration errors RAG content checks before running the LLM 🧪 Testing Run workflow with a Bedrijfsdata.nl ID linked to a company with a known website Review generated JSON output Verify content accuracy before production use 📌 About Bedrijfsdata.nl Bedrijfsdata.nl operates the most comprehensive company database in the Netherlands. With real-time data on 3.7M+ businesses and AI-ready APIs, we help Dutch SMEs enrich their CRM, workflows, and marketing automation. Built on 25+ years of experience in data collection and enrichment, our technology brings corporate-grade data quality to every organisation. Website: https://www.bedrijfsdata.nl Developers: https://developers.bedrijfsdata.nl API docs: https://docs.bedrijfsdata.nl 📞 Support Email: klantenservice@bedrijfsdata.nl Phone: +31 20 789 50 50 Support hours: Monday–Friday, 09:00–17:00 CET

This workflow turns a light red when an update is made to a GitHub repository. By default, updates include pull requests, issues, pushes just to name a few. Prerequisites GitHub credentials. Home Assistant credentials. How it works Triggers off on the On any update in repository node. Uses Home Assistant to turn on a light and then configure the light to turn red.

🛠️ Workflow: Jotform → HubSpot Company + Task Automation Automatically create or update HubSpot companies and generate follow-up tasks whenever a Jotform is submitted. All logs are stored to Google Sheets for traceability, transparency, and debugging. ✅ Use Cases Capture marketing queries from your website’s Jotform form and immediately create tasks for your sales or SDR team. Enrich HubSpot companies with submitted domains, company names, and contact data. Automatically assign tasks to owners and keep all form submissions logged and auditable. Avoid manual handoffs — full automation from form submission → CRM. 🔍 How It Works (Step-by-Step) 1. Jotform Trigger The workflow starts when a new submission is received via the Jotform webhook. Captured fields include: name, email, LinkedIn profile, company name, marketing budget, domain, and any specific query. 2. Create or Update Company in HubSpot + Format Data The “Create Company” node ensures the submitted company is either created in HubSpot or updated if it already exists. A Formatter (Function) node standardizes the data — names, email, LinkedIn URL, domain, marketing budget, and query text. It composes a task title, generates a follow-up timestamp, and dynamically assigns an owner. 3. Loop & HTTP Request – Create HubSpot Task The workflow loops through each formatted item. A Wait node prevents rate limit issues. It then sends an HTTP POST request to HubSpot’s Tasks API, creating a task with: Subject and body including the submission details Task status, priority, and type Assigned owner and associated company 4. Loop & HTTP Request – Set Company Domain After tasks are created, another loop updates each HubSpot company record with the submitted domain. This ensures all HubSpot companies have proper website data for future enrichment. 5. Storing Logs (Google Sheets) All processed submissions, responses, errors, and metadata are appended or updated in a Google Sheets document. This provides a complete audit trail — ideal for debugging, reporting, and performance monitoring. 🧩 Node Structure Overview | Step | Node | Description | |------|------|--------------| | 1️⃣ | Jotform Trigger | Receives form submission data | | 2️⃣ | HubSpot Create Company | Ensures company record exists | | 3️⃣ | Formatter / Function Node | Cleans & structures data, assigns owner, generates task fields | | 4️⃣ | Wait / Delay Node | Controls API call frequency | | 5️⃣ | HTTP Request (Create Task) | Pushes task to HubSpot | | 6️⃣ | HTTP Request (Update Domain) | Updates company domain in HubSpot | | 7️⃣ | Google Sheets Node | Logs inputs, outputs, and status | 📋 Requirements & Setup 🔑 HubSpot Private App Token with permissions to create companies, tasks, and update records 🌐 Jotform Webhook URL pointing to this workflow 📗 Google Sheets Credentials (OAuth or service account) with write access ✅ HubSpot app must have crm.objects.companies.write and crm.objects.tasks.write scopes ⚠️ Add retry or error-handling branches for failed API calls ⚙️ Customization Tips & Variations Add contact association:** Modify the payload to also link the task with a HubSpot Contact (via email) so it appears in both company and contact timelines. Use fallback values:** In the Formatter node, provide defaults like “Unknown Company” or “No query provided.” Dynamic owner assignment:** Replace hash-based assignment with round-robin or territory logic. Conditional task creation:** Add logic to only create tasks when certain conditions are met (e.g., budget > 0). Error branches:** Capture failed HTTP responses and send Slack/Email alerts. Extended logs:** Add response codes, errors, and retry counts to your Google Sheet for more transparency. 🎯 Benefits & Why You’d Use This ⚡ Speed & Automation — eliminate manual data entry into HubSpot 📊 Data Consistency — submissions are clean, enriched, and traceable 👀 Transparency — every action logged for full visibility 🌍 Scalability — handle hundreds of submissions effortlessly 🔄 Flexibility — adaptable for other use cases (support tickets, surveys, partnerships, etc.) ✨ Example Use Case A marketing form on your website captures partnership or franchise inquiries. This workflow instantly creates a HubSpot company, logs the inquiry as a task, assigns it to a regional manager, and saves a record in Google Sheets — all within seconds. Tags: HubSpot Jotform CRM GoogleSheets Automation LeadManagement