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CRM & Vertriebspipeline

E-Mails mit OpenAI als HubSpot-Engagements protokollieren

Geht über IMAP eine neue E-Mail ein oder wird es manuell gestartet, parst OpenAI sie, findet den HubSpot-Kontakt und erstellt ein E-Mail-Engagement.

Was sie bewirkt

# Hubspot Workflow ## Overview Automated workflow: Hubspot Workflow. This workflow integrates 9 different services: stickyNote, hubspot, chainLlm, outputParserStructured, set. It contains 15 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 15 - Node Types: 9 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Creates an email engagement: hubspot - OpenAI Chat Model: lmChatOpenAi - Search for the contact via email: hubspot - Parse the mail with AI: chainLlm - When an email is received: emailReadImap - Sticky Note: stickyNote - Set the output Json: outputParserStructured - Sticky Note1: stickyNote - Sticky Note2: stickyNote - contact exists?: if - ... and 5 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible

Die Schritte

  1. Manual Trigger
  2. Creates an email engagement
  3. OpenAI Chat Model
  4. Search for the contact via email
  5. Parse the mail with AI
  6. When an email is received
  7. Set the output Json
  8. contact exists?
  9. Edit Fields
  10. Creates contact
  11. Error Handler for 0a56ec28
  12. Error Handler for 8b257214
  13. Error Handler
  14. Error Handler

Insgesamt 20 Schritte.

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