Automated cross-sell recommendations for customer engagement

• Generate personalized cross-sell recommendations for existing customers
• Automate task creation for sales teams based on product suggestions
• Notify teams about new cross-sell opportunities via Slack

Triggers daily at 07:00 UTC to initiate the workflow Fetches customer data from HubSpot based on lifecycle stage Normalizes company data for easier processing Retrieves feature usage data from an external service Utilizes OpenAI to generate product recommendations based on customer data Creates tasks in HubSpot for sales follow-up on top recommendations Sends notifications to Slack about new cross-sell candidates

1. 1
   Import the workflow template into your n8n instance
2. 2
   Connect your HubSpot and OpenAI credentials
3. 3
   Configure the external feature usage API endpoint
4. 4
   Set up the Slack channel for notifications
5. 5
   Activate the workflow to start generating recommendations