Automatically discover & enrich HubSpot buying groups with Surfe and Google Sheets

🚀 What this template does

Automatically finds and enriches key contacts in a deal’s buying group by combining the company domain from the HubSpot deal with the buying group criteria you define (departments, seniorities, countries, job titles). It then pushes these contacts into HubSpot and emails your team a clean summary with direct HubSpot links—so no decision-maker falls through the cracks.

Before starting, make sure you have: Buying Group Criteria Excel – Contains two sheets: Buying group reference values (reference list) Your Buying Group Criterias (where you define your filters) You’ll import the Excel file into Google Sheets during setup. 1. ❓ What Problem Does This Solve? When a new opportunity/deal is created, sales teams often miss adjacent decision-makers (e.g., VP Sales, Head of Marketing). This template searches for those people, enriches their contact data, adds/updates them in HubSpot, and notifies your team with a one-glance table. 2. 🧰 Prerequisites: To use this template, you’ll need: A self-hosted or cloud instance of n8n A Surfe API Key (Bearer token for People Search & Bulk Enrich) A Google Sheets account (OAuth2 or service account) with access to your criteria sheet A HubSpot developer account (for the HubSpot Deal Trigger) A HubSpot normal account (where there is your deals, contacts, companies) A Gmail account to send the enrichment summary email The workflow JSON file (included with this tutorial) Buying Group Criteria Excel (included with this tutorial) 3. 📌 Your input (Google Sheets) This workflow uses a Google Sheet with two tabs: Buying group reference values – A read-only reference list of all available options for the departments and seniorities columns. You’ll use this list to choose your search filters. Your Buying Group Criterias – The sheet where you define the actual filters used in the workflow. ⚠️ Before you start: Import the provided Excel file into your Google Sheets account so both tabs appear exactly as in the template. How to fill it the tab “Your Buying Group Criterias”: departments (Column A) → Select one or more values from the reference tab. Only rows containing a value will be used in the search. seniorities (Column B) → Select one or more values from the reference tab. Only rows containing a value will be used in the search. countries (Column C) → Enter any ISO Alpha-2 country codes (e.g., fr, gb, de). This is a free-text filter. jobTitles (Column D) → Enter any job title keywords you want to search for (e.g., CTO, Head of Marketing). This is also a free-text filter. The workflow will read the filled cells from each column, clean duplicates, and pass them to the Surfe People Search API.



4. ⚙️ Setup Instructions 4.1 🔐 Create Your Credentials in n8n 4.1.1 📊 Google Sheets OAuth2 API Go to n8n → Credentials Create new credentials: Type: Google Sheets OAuth2 API Here a pop-up will open where you can login to your Google account from where you will read the Google Sheets When it’s done you should see this on n8n


4.1.2 📧 Gmail OAuth2 API Go to n8n → Credentials Create new credentials: Type: Gmail OAuth2 API A pop-up window will appear where you can log in with your Google account that is linked to Gmail Make sure you grant email send permissions when prompted