ManualTrigger Automate

Used with n8n, this manual-triggered workflow automates client management by integrating HubSpot and Google Sheets. It retrieves client data, checks for updates on posts and positions, and sends alerts via Gmail. This streamlines communication and ensures timely updates, enhancing client engagement and operational efficiency.

7/8/2025
46 nodes
Complex
manualcomplexsticky notesplitoutexecuteworkflowexecuteworkflowtriggergmailnoopfiltergooglesheetsadvancedapiintegrationlogicconditional
Categories:
Business Process AutomationCommunication & MessagingData Processing & AnalysisManual TriggeredComplex Workflow
Integrations:
Sticky NoteSplitOutExecuteWorkflowExecuteWorkflowTriggerGmailNoOpFilterGoogleSheets

Target Audience

This workflow is ideal for:
- Sales Teams: Those who need to track client interactions and updates.
- Marketing Professionals: Individuals looking to leverage client data for targeted campaigns.
- Business Owners: Entrepreneurs who want to maintain relationships with clients and ensure timely communication.
- Data Analysts: Analysts who need to aggregate client information from various sources for reporting and insights.

Problem Solved

This workflow addresses the challenge of managing client relationships by automating the process of:
- Fetching Client Data: It retrieves a comprehensive list of clients associated with specific owners from HubSpot.
- Tracking Updates: It monitors changes in client statuses, such as new posts or position changes.
- Sending Alerts: It automatically sends email notifications to owners about updates, ensuring they stay informed about their clients.

Workflow Steps

  • Manual Trigger: The workflow starts when the user clicks the 'Test workflow' button.
    2. Get Owners List: It retrieves a list of owners from HubSpot.
    3. Client Retrieval: For each owner, it fetches the list of clients, handling pagination to ensure all clients are collected.
    4. Data Processing: It processes the client data to check for updates, such as new posts or position changes.
    5. Profile URL Search: It attempts to find LinkedIn profile URLs for clients using an external API.
    6. Email Notifications: If updates are found, it generates an email summarizing the changes and sends it to the respective owner.
    7. Google Sheets Integration: Updates are logged in Google Sheets for record-keeping and further analysis.

    • Customization Guide

    To customize this workflow:
    - Modify API Credentials: Ensure the HubSpot and Google Sheets API credentials are set up correctly in the workflow settings.
    - Adjust Email Addresses: Change the email addresses in the 'Set data here' node to reflect your own or the intended recipients.
    - Filter Conditions: Modify the conditions in the filtering nodes to suit your specific criteria for client updates.
    - Add New Nodes: You can integrate additional nodes for further automation, such as adding more data sources or notification methods.
    - Change Email Content: Customize the email message in the 'Generate the email text' node to align with your communication style.

    ManualTrigger Automate - N8N Workflow Directory