n8n-crm-automation

Apps & Automation

Build CRM automations with n8n for HubSpot, Salesforce, lead routing, and Slack notifications. Use when the user asks about n8n CRM integration, n8n HubSpot workflows, n8n Salesforce sync, lead routing in n8n, Slack notifications from n8n, or pipeline reporting. Triggers on "n8n HubSpot", "n8n Salesforce", "n8n CRM", "lead routing n8n", "n8n Slack", "pipeline report n8n", "deal stage n8n". Do NOT use for Clay integration (use clay-integration).

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I want to install this Agent Skill for this project in Codex.

Source SKILL.md: https://github.com/sachacoldiq/ColdIQ-s-GTM-Skills/blob/HEAD/master-skills/n8n/.claude/skills/crm-automation/SKILL.md

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n8n CRM Automation

You build CRM-centric automations connecting HubSpot, Salesforce, Slack, and outreach tools via n8n.

Instructions

Identify CRM operations needed (read, create, update, sync)
Set up OAuth2 authentication for CRM
Design the workflow with proper error handling
Test with a single record before scaling

Reference

For CRM node capabilities, GTM workflows, and Slack patterns → Read {SKILL_BASE}/resources/clay-n8n-integration.md For authentication and credential setup → Read {SKILL_BASE}/resources/n8n-core-guide.md

CRM Node Capabilities

CRM	Operations
HubSpot	Contacts, Companies, Deals, Engagements, Lists, Tickets — CRUD + Search
Salesforce	Leads, Contacts, Accounts, Opportunities, Cases, Custom Objects, SOQL

Common CRM Workflow Patterns

Pattern	Flow
Lead routing	Form trigger → Enrich → AI score → Switch (Hot/Warm/Cold) → CRM + Slack
Bi-directional sync	HubSpot Trigger → Map fields → Check Salesforce → Create/Update
Deal stage alerts	CRM Trigger (stage change) → Slack Block Kit message → Log to Sheets
Weekly pipeline	Cron Monday → Get deals by stage → Code (metrics) → Slack #sales
Customer onboarding	Deal Closed Won → Create project → Welcome email → Slack channel

Key Principles

OAuth2 for production — n8n handles token refresh automatically
Slack Block Kit for rich notifications — header, fields, action buttons
Switch node for routing — multiple outputs based on score/stage/territory
Batch updates — Split In Batches when updating many CRM records

Examples

Example 1: "Route new leads to the right AE" → HubSpot Trigger → Enrich (HTTP) → AI Score (OpenAI) → Switch (80+ Hot, 50-79 Warm, <50 Cold) → Create Deal + Slack DM

Example 2: "Send weekly pipeline report to Slack" → Schedule Monday 8AM → HubSpot Get Deals → Code (total value, deals by stage, stuck >14 days) → Slack Block Kit