Customer Sync: HubSpot CRM & Email Notifications
Overview
This automation syncs customer data between AngelCX and HubSpot CRM while managing email notifications for internal teams. It ensures that sales and management teams are promptly informed about new customer sign-ups and maintains accurate customer status in HubSpot.
Process Flow
flowchart TD
A[New Customer Sign-up] --> B{Account Type?}
B -->|Free Trial| C[Create HubSpot Contact<br/>Tag: Subscriber]
B -->|Paid Account| D[Create HubSpot Contact<br/>Tag: Customer]
C --> E[Send Notification Email]
D --> E
E --> F[Notify Teams:<br/>Sales<br/>Marketing<br/>Tech Leads<br/>Management]
Implementation Details
HubSpot Integration
-
Contact Creation
- Automatically creates contact in organizational HubSpot
- Maps customer details from AngelCX to HubSpot fields
- Assigns appropriate tags based on subscription status
-
Customer Classification
- Free Trial Users: Tagged as "Subscriber"
- Paid Customers: Tagged as "Customer"
Email Notifications
Automated emails are sent to key stakeholders including:
- Sales Team
- Marketing Team
- Technical Leads
- Management
Benefits
-
Sales Team
- Immediate visibility of new sign-ups
- Automated CRM entry creation
- Clear distinction between trial and paid customers
-
Management
- Real-time business growth monitoring
- Automated reporting through HubSpot
- Streamlined customer tracking
Technical Implementation
The automation is built using n8n workflows that:
- Listen for new customer creation events
- Determine the customer's subscription status
- Create or update HubSpot contacts
- Trigger notification emails to relevant teams