n8nFathom/FirefliesOpenAIHubSpot

Meeting Notes to CRM + Follow-Up

Auto-summarize sales calls, update the CRM, and draft a tailored follow-up email.

Difficulty: IntermediateTypical price: $500–$1,200

n8n nodes used

WebhookOpenAIHubSpotGmail

The problem it solves

Sales reps end a call and either skip the CRM update or write a generic follow-up. Both cost deals. AI can handle both in 30 seconds.

Tools you'll need

Fathom / Fireflies / Otter — produces the transcript + webhook
Webhook node — receives the post-call payload
OpenAI node — extracts deal stage, pain points, next steps, follow-up draft
HubSpot node — updates deal + logs activity
Gmail node — creates the follow-up draft for the rep

Build steps in n8n

Check each step as you complete it — your progress is saved automatically in this browser.

0 of 7 steps complete0%

1Configure Fathom/Fireflies to webhook into an n8n Webhook node after each call.
2OpenAI node with a structured prompt: return JSON with summary, pain_points[], next_steps[], deal_stage, follow_up_email.
3HubSpot 'Get Deal' node to find the matching deal by attendee email.
4HubSpot 'Update Deal' node to set stage and append a note with the summary + pain points.
5HubSpot 'Create Engagement' node to log the call activity.
6Gmail 'Create Draft' node addressed to the prospect with the AI-written follow-up.
7Slack DM to the rep: 'Call processed, draft is ready, deal moved to <stage>'.

Premade n8n workflow

Skip the setup — download this workflow and import it into your n8n instance.

Download workflow.json

Import in n8n: Workflows → Import from file. Then add your own credentials to each node.

What to charge

$500 for HubSpot-only. $800–$1,200 for multi-CRM, deal-scoring, custom templates per persona, and a weekly pipeline digest.

How to pitch it

"After every sales call your CRM is updated and a personalized follow-up is sitting in drafts — your reps just hit send. Pipeline hygiene fixes itself."