This n8n template posts a quick weekly snapshot to Slack so your team sees last week’s funnel movement at a glance. It counts how many contacts entered the Lead stage in the past week—and optionally reports closed-won deals from the same period.
Perfect for GTM standups and Monday pipeline reviews.
How it works
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A weekly schedule (e.g., Mondays 07:00) kicks things off.
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HubSpot → Get all contacts pulls contacts with hs_v2_date_entered_lead.
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A filter keeps only those whose lead date is within the last 7 days.
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Summarize counts the resulting leads.
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Slack posts: “Last week we generated X leads.”
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(Optional branch) Deals :
- HubSpot → Get all deals with
hs_is_closed_won and hs_closed_won_date.
- Filter to closed-won last week.
- Summarize to report count and (if mapped) total amount.
How to use
- Connect HubSpot on the contacts and (optional) deals nodes.
- Connect Slack and pick the destination channel.
- In Schedule the report , set your preferred day/time.
- (Optional) For the Deals branch, include the
amount property on “Get all deals” and set Summarize → sum overamount.
- Activate the workflow.
Requirements
- HubSpot (OAuth2)
- Slack (OAuth2)
Notes & customization
- Time windows: Adjust the filter to different periods (e.g., last 14 or 30 days).
- More stages: Duplicate the contacts branch for MQL/SQL or custom lifecycle events.
- Richer Slack message: Add emojis, trend vs. prior week, or a tiny leaderboard by owner.
- Segments: Split by country/industry using HubSpot lists or additional filters.
