{ "name": "Smart CSM assignment & AI welcome emails for HubSpot deal wins with Gmail", "nodes": [ { "id": "2bdfeaf7-f4db-446d-84bc-68e914138e28", "name": "Structured Output Parser", "type": "@n8n/n8n-nodes-langchain.outputParserStructured", "position": [ -112, 192 ] }, { "id": "46c35571-3823-4cb9-8e07-df85c8fd6a2f", "name": "Sticky Note7", "type": "n8n-nodes-base.stickyNote", "position": [ -2368, 240 ], "parameters": { "width": 368, "height": 212, "content": "## Contact me\n- If you need any modification to this workflow\n- if you need some help with this workflow\n- Or if you need any workflow in n8n, Make, or Langchain / Langgraph\n\nWrite to me: [thomas@poll" } }, { "id": "3d3a2b5f-c5cd-4fdc-bc1d-55956b6b7809", "name": "If Deal Is Won", "type": "n8n-nodes-base.if", "position": [ -1824, -32 ] }, { "id": "3b7f2eb6-c57f-454e-8bca-dece1d7ac508", "name": "Configure Template Variables", "type": "n8n-nodes-base.set", "position": [ -2048, -32 ] }, { "id": "e26d9e1d-de10-445d-bbc7-aa20753c3bbb", "name": "If Role is 'Champion'", "type": "n8n-nodes-base.if", "position": [ -480, -32 ] }, { "id": "e22c6e48-5899-4f13-b857-65d499e296ca", "name": "HubSpot: Get Deal Details", "type": "n8n-nodes-base.hubspot", "position": [ -1152, -32 ] }, { "id": "8f569481-1ee0-4441-8269-a0630cb116d3", "name": "Split Contact IDs", "type": "n8n-nodes-base.code", "position": [ -928, -32 ] }, { "id": "7ccef67d-88ba-4ee2-88b8-ea0888b57319", "name": "HubSpot: Get Contact Details", "type": "n8n-nodes-base.hubspot", "position": [ -704, -32 ] }, { "id": "8f0f446d-2705-4e0b-a982-76a04c9010ca", "name": "AI: Write Welcome Email", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ -256, -32 ] }, { "id": "c3795f85-b2cf-4baf-86f5-7919234d1cad", "name": "AI Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ -256, 192 ] }, { "id": "7262a3e6-dae7-4011-ab90-54897deb9f19", "name": "Util: Markdown to HTML", "type": "n8n-nodes-base.markdown", "position": [ 96, -32 ] }, { "id": "366e7c5d-f6df-4896-bd32-ae1fba5b4f49", "name": "Gmail: Send Welcome Email", "type": "n8n-nodes-base.gmail", "position": [ 320, -32 ] }, { "id": "1033acf3-11d8-4ea2-89f2-13ceda2e9f8d", "name": "HubSpot: Assign Contact Owner", "type": "n8n-nodes-base.hubspot", "position": [ 544, -32 ] }, { "id": "cb68f201-669e-4f65-a065-93e1e1586fd5", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -2368, -1104 ], "parameters": { "width": 768, "height": 656, "content": "# Automate a CSM assignment and email send from a HubSpot onboarding\n\nThis workflow triggers when a HubSpot deal is marked `Closed Won`, assigns the **least busy CSM based on a Data Table**, and sends" } }, { "id": "c1c64eb1-7108-4579-8b77-3cadb79fab4d", "name": "Sticky Note10", "type": "n8n-nodes-base.stickyNote", "position": [ -2464, -352 ], "parameters": { "width": 352, "height": 480, "content": "This node is the **live** trigger for the workflow.\n\n* **Action:** It watches for changes to the \"Is closed won\" property on a HubSpot deal.\n* **Heads Up:** This trigger will fire when the property ch" } }, { "id": "d1cc6510-b720-4076-910a-b528a72b6f62", "name": "Trigger: Deal Is 'Closed Won'", "type": "n8n-nodes-base.hubspotTrigger", "position": [ -2272, -32 ] }, { "id": "04545ef6-cae4-4c4e-bf96-ea4ac26be3ad", "name": "Sticky Note9", "type": "n8n-nodes-base.stickyNote", "position": [ -304, -352 ], "parameters": { "width": 336, "height": 672, "content": "### AI Email Writer\n* Uses AI to write a personalized Welcome Email.\n* Requires OpenAI credentials.\n* You can customize the prompt in the `AI: Write Welcome Email` node." } }, { "id": "7d1fd6d1-7ded-4760-8158-55f9e9f4d209", "name": "Get CSM List", "type": "n8n-nodes-base.dataTable", "position": [ -1600, -32 ] }, { "id": "f5774385-f71b-4b5c-bf67-54d8f184af06", "name": "Find Least Busy CSM", "type": "n8n-nodes-base.code", "position": [ -1376, -32 ] }, { "id": "46936c4a-7dcf-4cc0-bce9-6f06d230ee92", "name": "Increment CSM Deal Count", "type": "n8n-nodes-base.dataTable", "position": [ 768, -32 ] }, { "id": "426da06b-eb9f-4a6d-8b13-a2cffd6dd6ba", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -1664, -352 ], "parameters": { "width": 432, "height": 480, "content": "### Least-Busy CSM Assignment\n\nThese nodes find the CSM with the lowest `deal_count` from the `csm_assignments` Data Table, assign them the new deal, and then add 1 to their count to keep the table in" } }, { "id": "e9606b09-3cbc-4f51-a1e9-23ba1a617aa4", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 704, -352 ], "parameters": { "width": 544, "height": 512, "content": "This node updates the CSM's deal count.\n\n**After you select your `csm_assignments` table:**\n1. Go to the \"Fields to Update\" section.\n2. Click **Add Field**.\n3. **Field:** Select `deal_count`.\n4. *" } } ], "connections": { "AI Model": { "ai_languageModel": [ [ { "node": "AI: Write Welcome Email", "type": "ai_languageModel", "index": 0 } ] ] }, "Get CSM List": { "main": [ [ { "node": "Find Least Busy CSM", "type": "main", "index": 0 } ] ] }, "If Deal Is Won": { "main": [ [ { "node": "Get CSM List", "type": "main", "index": 0 } ] ] }, "Split Contact IDs": { "main": [ [ { "node": "HubSpot: Get Contact Details", "type": "main", "index": 0 } ] ] }, "Find Least Busy CSM": { "main": [ [ { "node": "HubSpot: Get Deal Details", "type": "main", "index": 0 } ] ] }, "If Role is 'Champion'": { "main": [ [ { "node": "AI: Write Welcome Email", "type": "main", "index": 0 } ] ] }, "Util: Markdown to HTML": { "main": [ [ { "node": "Gmail: Send Welcome Email", "type": "main", "index": 0 } ] ] }, "AI: Write Welcome Email": { "main": [ [ { "node": "Util: Markdown to HTML", "type": "main", "index": 0 } ] ] }, "Structured Output Parser": { "ai_outputParser": [ [ { "node": "AI: Write Welcome Email", "type": "ai_outputParser", "index": 0 } ] ] }, "Gmail: Send Welcome Email": { "main": [ [ { "node": "HubSpot: Assign Contact Owner", "type": "main", "index": 0 } ] ] }, "HubSpot: Get Deal Details": { "main": [ [ { "node": "Split Contact IDs", "type": "main", "index": 0 } ] ] }, "Configure Template Variables": { "main": [ [ { "node": "If Deal Is Won", "type": "main", "index": 0 } ] ] }, "HubSpot: Get Contact Details": { "main": [ [ { "node": "If Role is 'Champion'", "type": "main", "index": 0 } ] ] }, "HubSpot: Assign Contact Owner": { "main": [ [ { "node": "Increment CSM Deal Count", "type": "main", "index": 0 } ] ] }, "Trigger: Deal Is 'Closed Won'": { "main": [ [ { "node": "Configure Template Variables", "type": "main", "index": 0 } ] ] } } }