Discuter avec vos données HubSpot (contacts et deals)

Name: Discuter avec vos données HubSpot (contacts et deals)
Rating: 4.5 (10 reviews)
Author: Miha

Intermédiaire

Ceci est unCRM, AI Summarizationworkflow d'automatisation du domainecontenant 6 nœuds.Utilise principalement des nœuds comme HubspotTool, Agent, ChatTrigger, LmChatGoogleGemini, MemoryBufferWindow. Dialoguer avec vos données HubSpot (contacts et transactions)

Prérequis

•Clé API HubSpot
•Clé API Google Gemini

Nœuds utilisés (6)

Catégorie

CRM

Résumé IA

Aperçu du workflow

Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement

À la réception d'un message de chat

Agent IA

Google Gemini Chat Model

Rechercher des contacts dans HubSpot

Rechercher des transactions dans HubSpot

Mémoire simple

React Flow

Exporter le workflow

Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow

{
  "meta": {
    "instanceId": "09423a3357ff64bdcc082268b9d577001317edbe377a3ccfb0b131ffb9554b30",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "3be8d3e0-a672-4c85-95fb-9e21a1efe1b0",
      "name": "À la réception d'un message de chat",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        0,
        0
      ],
      "webhookId": "2a0ed9f6-848a-4e48-ac72-4365da573b9f",
      "parameters": {
        "options": {}
      },
      "typeVersion": 1.3
    },
    {
      "id": "f81e185d-07b4-4cd5-8442-9bea79577e70",
      "name": "Agent IA",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        208,
        0
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 2.2
    },
    {
      "id": "67431632-01f6-4601-92ff-d731ea8ca9ac",
      "name": "Google Gemini Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
      "position": [
        80,
        208
      ],
      "parameters": {
        "options": {},
        "modelName": "models/gemini-2.5-pro"
      },
      "credentials": {
        "googlePalmApi": {
          "id": "KYY7pVULIl0PdDp3",
          "name": "Google Gemini(PaLM) Api account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "308d44ba-3d87-4405-900e-f5c6fb41c919",
      "name": "Rechercher des contacts dans HubSpot",
      "type": "n8n-nodes-base.hubspotTool",
      "position": [
        432,
        208
      ],
      "parameters": {
        "operation": "search",
        "authentication": "oAuth2",
        "filterGroupsUi": {
          "filterGroupsValues": [
            {
              "filtersUi": {
                "filterValues": [
                  {
                    "value": "={{ $fromAI('filterGroupsValues0_filterValues0_Value', ``, 'string') }}",
                    "operator": "={{ $fromAI('operator', `Choose a valid HubSpot CRM Search operator — EQ (equal; exact match), NEQ (not equal), GT (greater than; numbers/timestamps in ms), GTE (>=), LT (<), LTE (<=), BETWEEN (inclusive range; supply values: [startMs,endMs]), IN (equals any; supply values: [\"A\",\"B\",...]), NOT_IN (not in list). Note: date/time filters use epoch ms (UTC)`, 'string') }}",
                    "propertyName": "={{ $fromAI('property_name', `Choose an appropirate hubspot property name - email,firstname,lastname,createdate,lifecyclestage,hs_lead_status,country,state,hs_email_last_open_date,hs_email_last_reply_date,hs_sequences_is_enrolled,hs_sequences_enrolled_count,jobtitle,hubspot_owner_id,hs_sa_first_engagement_date,hs_last_sales_activity_timestamp`, 'string') }}"
                  }
                ]
              }
            }
          ]
        },
        "additionalFields": {
          "query": "hans",
          "properties": "={{ [\"email\",\"firstname\",\"lastname\",\"createdate\",\"lifecyclestage\",\"hs_lead_status\",\"country\",\"state\",\"hs_email_last_open_date\",\"hs_email_last_reply_date\",\"hs_sequences_is_enrolled\",\"hs_sequences_enrolled_count\",\"jobtitle\",\"hubspot_owner_id\",\"hs_sa_first_engagement_date\",\"hs_last_sales_activity_timestamp\"] }}"
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "Vxqd8oQJmbtNmpRz",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "f7fa3e15-296a-41d9-9e0c-4bf92d7cec1e",
      "name": "Rechercher des transactions dans HubSpot",
      "type": "n8n-nodes-base.hubspotTool",
      "position": [
        608,
        208
      ],
      "parameters": {
        "resource": "deal",
        "operation": "search",
        "authentication": "oAuth2",
        "filterGroupsUi": {
          "filterGroupsValues": [
            {
              "filtersUi": {
                "filterValues": [
                  {
                    "value": "=",
                    "propertyName": "hs_all_owner_ids"
                  }
                ]
              }
            }
          ]
        },
        "additionalFields": {
          "properties": [
            "dealname",
            "amount",
            "dealstage",
            "pipeline",
            "closedate",
            "createdate",
            "hubspot_owner_id",
            "hs_lastmodifieddate"
          ]
        }
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "id": "Vxqd8oQJmbtNmpRz",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "7ce28fb1-809f-4d6b-be7d-2707dece9fed",
      "name": "Mémoire simple",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        224,
        208
      ],
      "parameters": {},
      "typeVersion": 1.3
    }
  ],
  "pinData": {},
  "connections": {
    "7ce28fb1-809f-4d6b-be7d-2707dece9fed": {
      "ai_memory": [
        [
          {
            "node": "f81e185d-07b4-4cd5-8442-9bea79577e70",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "67431632-01f6-4601-92ff-d731ea8ca9ac": {
      "ai_languageModel": [
        [
          {
            "node": "f81e185d-07b4-4cd5-8442-9bea79577e70",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "308d44ba-3d87-4405-900e-f5c6fb41c919": {
      "ai_tool": [
        [
          {
            "node": "f81e185d-07b4-4cd5-8442-9bea79577e70",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "3be8d3e0-a672-4c85-95fb-9e21a1efe1b0": {
      "main": [
        [
          {
            "node": "f81e185d-07b4-4cd5-8442-9bea79577e70",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "f7fa3e15-296a-41d9-9e0c-4bf92d7cec1e": {
      "ai_tool": [
        [
          {
            "node": "f81e185d-07b4-4cd5-8442-9bea79577e70",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    }
  }
}

Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Intermédiaire - CRM, Résumé IA

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.