Automated Proposal Generation from HubSpot CRM Data

• Automatically generate proposals based on CRM deal updates.
• Send notifications to sales team members when proposals are ready.
• Store generated proposals in cloud storage for easy access.

Triggers on deal property changes in HubSpot. Filters for specific deal stages relevant to proposals. Fetches deal and associated company data. Generates a structured proposal using AI. Uploads the proposal document to Google Drive. Notifies the deal owner via email with a link to the proposal.

1. 1
   Import the workflow template into n8n.
2. 2
   Configure HubSpot and Google Drive credentials.
3. 3
   Set the proposal folder ID in the Google Drive upload node.
4. 4
   Test the workflow by changing a deal stage in HubSpot.