vibeflow-n8n/recipes/hubspot-to-slack-qualification.md
2026-04-12 14:01:31 -03:00

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Recipe: HubSpot to Slack Qualification

Goal

Create an n8n workflow that listens for new or updated HubSpot leads, evaluates qualification rules, and sends only promising leads to Slack with a concise summary.

Why it demos well

  • popular stack
  • simple trigger, filter, and notification pattern
  • easy to narrate as a sales ops use case

Suggested steps

  1. Trigger on lead created or updated
  2. Map company, role, source, and score fields
  3. Apply qualification rules
  4. Send qualified leads to Slack
  5. Log non-qualified leads for later review
  6. Emit failure alerts when processing breaks

Critical questions

  • Which HubSpot event should trigger the flow?
  • What rules define a qualified lead?
  • What Slack channel should receive alerts?
  • Should the workflow update HubSpot properties too?

Safe defaults

  • qualify by score threshold and role/company fit
  • send concise Slack message with source and score
  • log rejected leads to a review table
  • leave CRM write-back optional