Chat with your HubSpot data
This n8n template gives you a chat-style assistant that can search your HubSpot CRM on demand. Ask natural-language questions like “show me leads in Germany” or “what deals close next month,” and the agent translates ...
Template notes
This n8n template gives you a chat-style assistant that can search your HubSpot CRM on demand. Ask natural-language questions like “show me leads in Germany” or “what deals close next month,” and the agent translates your request into precise HubSpot searches—then answers in plain English.
Great for founders, AEs, and ops folks who want quick answers without clicking through the CRM.
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How it works
Chat trigger starts a session from your n8n chat UI or embed. AI Agent (Gemini 2.5 Pro) interprets the message and:
Chooses the right HubSpot search (contacts or deals). Fills filter property, operator (EQ, NEQ, GT, GTE, LT, LTE, BETWEEN, IN, NOT\IN), and value(s). Requests specific properties (email, name, lifecycle stage, owner, activity timestamps, etc.). HubSpot tools execute live queries:
Contacts: flexible property filter + free-text query. Deals: filters by owner and core deal fields (stage, amount, pipeline, close date). Memory buffer keeps the last turns so you can say “now only show closed won over 10k” and the agent understands context.
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