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Free sampleBeginnerLead GenerationForm trigger9 nodes

Route demo requests: HubSpot & Gmail

Starts when someone submits the form across HubSpot and Gmail, routes each kind of record down its own branch, then runs the custom logic in a Code node. Built for routing, around a "Score the Lead" step, in 9 documented nodes.

Route demo requests with HubSpot and Gmail for your team. An original, ready-to-import n8n workflow built around the 'Lead Capture & Routing' pattern for sales & CRM. It starts from a form and orchestrates 9 nodes across HubSpot, Gmail. Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. What used to take a morning now runs on its own.

Key benefits

  • Keeps HubSpot and Gmail in step for routing, without anyone re-typing a row
  • A failed HubSpot or Gmail call is retried rather than dropped, at any of the 9 nodes in this routing build
  • Branches rejoin before HubSpot, so a routing run reports once rather than 9 times
  • Pinned sample data ships with it — run all 9 nodes for routing before wiring HubSpot
  • 9 nodes, each with a doc card explaining what it does for routing

Use cases

  • Teams keeping HubSpot and Gmail aligned by hand for routing
  • Intake checked for completeness before it is stored in HubSpot, for routing
  • Routing work where "Score the Lead" is still a manual step before HubSpot
  • Routing work that only reaches HubSpot when a form is submitted, when someone remembers to start it

Integrations

HubSpotGmail

Workflow preview (9 nodes)

The template's actual node layout and connections. Node parameters and credential slots unlock with the download.

New Lead Form SubmissionForm TriggerScore the LeadCodeAssign Round-Robin OwnerCodeRoute by HeatSwitchHot → HubSpot + Instant…HubspotNotify Assigned OwnerGmailWarm → Drip via GmailGmailCold → Park in Nurture …HubspotCombine Lead PathsMerge

What's inside (9 nodes)

A look at the node types this workflow uses. No purchase required — full parameters and credentials are yours after you buy.

CodeForm TriggerGmailHubspotMergeSwitch

From download to running in 3 steps

  1. 1
    Import. In n8n, open Workflows → menu → “Import from File” and pick the downloaded JSON.
  2. 2
    Connect. Add your own credentials on the app nodes - n8n highlights exactly which ones need them.
  3. 3
    Activate. Run it once to test, then toggle Active. The automation is live.

What you'll learn

Foundation level

A starter-sized build - small enough to hold in your head while you learn the pattern.

  • Scoring inbound leads and routing them by heat
  • Assigning an accountable owner round-robin
  • Upserting into a CRM keyed on email

Every node carries its own documentation on the canvas, plus notes explaining why the architecture was built this way, a credential setup guide, troubleshooting, and three practice exercises. Sample data comes pinned to the trigger, so you can hit Execute and watch data flow before connecting a single account.

Common questions

What exactly do I get?

The complete, ready-to-import n8n workflow as a JSON file, delivered instantly after download. Import it into your own n8n (cloud or self-hosted), add your credentials, and it runs.

How do I import it into n8n?

In n8n, open Workflows, click the three-dot menu, choose “Import from File”, and select the downloaded JSON. Then connect your own app credentials on the highlighted nodes.

Do I need anything else for it to work?

You need your own n8n instance and accounts/credentials for the apps this workflow connects to (HubSpot, Gmail). No coding is required.

What if it doesn't work for me?

If the file is faulty, won't import, or isn't as described, contact us within 7 days and we'll fix it or refund you - see our refund policy.

Can I modify or resell it?

You can freely adapt and use it in your own or your clients' projects. Reselling or redistributing the template file itself is not permitted.

Original n8n workflow template created and owned by WorkflowCrate. After purchase you receive the ready-to-import JSON file and a license to use and adapt it in your own projects.