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).
You build CRM-centric automations connecting HubSpot, Salesforce, Slack, and outreach tools via n8n.
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 | Operations |
|---|---|
| HubSpot | Contacts, Companies, Deals, Engagements, Lists, Tickets — CRUD + Search |
| Salesforce | Leads, Contacts, Accounts, Opportunities, Cases, Custom Objects, SOQL |
| 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 |
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