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34 lines
1,003 B
Markdown
34 lines
1,003 B
Markdown
# Recipe: HubSpot to Slack Qualification
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## Goal
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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.
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## Why it demos well
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- popular stack
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- simple trigger, filter, and notification pattern
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- easy to narrate as a sales ops use case
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## Suggested steps
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1. Trigger on lead created or updated
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2. Map company, role, source, and score fields
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3. Apply qualification rules
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4. Send qualified leads to Slack
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5. Log non-qualified leads for later review
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6. Emit failure alerts when processing breaks
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## Critical questions
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- Which HubSpot event should trigger the flow?
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- What rules define a qualified lead?
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- What Slack channel should receive alerts?
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- Should the workflow update HubSpot properties too?
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## Safe defaults
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- qualify by score threshold and role/company fit
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- send concise Slack message with source and score
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- log rejected leads to a review table
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- leave CRM write-back optional
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