Send daily CRM summary reports to Mattermost from HubSpot

Daily Report Generator with Mattermost and HubSpot

This workflow automatically compiles key metrics from HubSpot (and optional internal data sources) into a concise daily summary and posts it to a designated Mattermost channel. It helps sales and marketing teams stay informed without manually pulling reports or navigating multiple dashboards.

Pre-conditions/Requirements

Prerequisites - An n8n instance (self-hosted or n8n Cloud) - HubSpot account with a Private App token - Mattermost workspace with an incoming webhook enabled - (Optional) Internal REST API or database endpoint for additional data

Required Credentials - HubSpot Private App Token – Grants API access to Deals, Contacts, Activities, etc. - Mattermost Personal Access Token (or Incoming Webhook URL) – Permits message posting to channels - n8n User Management – Ensure the workflow has network access to HubSpot and Mattermost

Specific Setup Requirements | Component | Requirement | Example/Notes | |-------------|---------------------------------------------------------|-------------------------------------------------------| | Mattermost | Create an Incoming Webhook or generate a PAT | System Console → Integrations | | HubSpot | Create a Private App → Scopes: crm.objects.deals.read | Settings → Integrations → Private Apps | | Scheduler | External cron job or n8n’s internal trigger | curl https://n8n.yourdomain.com/webhook/dailyreport |

The provided template uses a Webhook node so you can trigger it via any scheduler (e.g., crontab, Zapier, GitHub Actions). Replace with the Cron node if preferred.

How it works