Smartlead to HubSpot Performance Analytics
A streamlined workflow to analyze your Smartlead performance metrics by tracking lifecycle stages in HubSpot and generating automated reports.
## **Who is this for?**
Outbound Automation Agencies, Sales and marketing teams using Smartlead for outreach campaigns who want to track their performance metrics and lead progression in HubSpot.
**What problem does this workflow solve?**
Manual tracking of lead performance across Smartlead and HubSpot is time-consuming and error-prone. This workflow automates performance reporting by connecting your Smartlead data with HubSpot lifecycle stages, providing clear insights into your outreach campaign effectiveness.
**What this workflow does**
- Automatically pulls performance data from your Smartlead campaigns
- Cross-references contact status with HubSpot lifecycle stages
- Generates comprehensive performance reports in Google Sheets
- Provides customizable reporting schedules to match your team's needs
## **Setup Requirements**
### **PostgreSQL Database**
- Set up your PostgreSQL instance (includes $300 free GCP credits)
- Follow our step-by-step setup guide: [Find a step-by-step guide here](https://github.com/wukimidaire/postgres_table_templates)
### **Google Account Integration**
- Connect your Google Account to n8n
- [Find the guide here](https://docs.n8n.io/integrations/builtin/credentials/google/#compatible-nodes)
### **Smartlead Configuration**
- Connect your Smartlead instance:
- Detailed connection guide included in workflow
### **How to customize this workflow**
- Configure the trigger node to adjust report frequency
- Modify the Google Sheets template to match your specific KPIs
- Customize HubSpot lifecycle stage mapping in the Function node
- Adjust PostgreSQL queries to track additional metrics
Need assistance or have suggestions?
Let me know [**here**](https://www.linkedin.com/in/victordecoster/).
Platform
n8n
Category
Business Intelligence
Price
Free
Creator
victor de coster
compatible-nodes
if
set
code
merge
hubspot
postgres
stickyNote
httpRequest
googleSheets
How to import this workflow into n8n
1Purchase or download the workflow to get the n8n workflow JSON file.
2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
3Open each node marked with a credential warning and connect your own accounts and API keys.
4Run the workflow once manually to verify the data flow, then toggle it to Active.