Summarize a new HubSpot form lead with OpenAI and post it to Slack
OpenAI reads the form answers and drafts a short summary with a suggested fit. A person reads it in Slack and decides.
A guide, not professional advice. Test before you use it for real. See terms.
A service business or real-estate team that collects leads with a HubSpot form.
Not sure which one to use? See Make vs n8n.
Problem
Form leads pile up, and the good ones wait as long as the spam.
What you need
How it connects
- HubSpotNative app
Make: Watch Submissions for a Form. n8n: HubSpot Trigger, Contact Created, then HubSpot Contact > Get for the form fields.
- OpenAINative app
Make: Generate a response with the JSON object output format. n8n: Generate a Model Response with Output Format set to JSON.
- SlackNative app
Make: Send a Message. n8n: Message > Send.
Steps
Write down what a good lead looks like
Three or four plain rules: service area, budget range, timeline. The model will use them to suggest fit, high, medium, or low.
Watch the form
Make: HubSpot Watch Submissions for a Form. n8n: HubSpot Trigger on Contact Created, then Contact > Get to read the answers.
Ask for a short JSON answer
Send the answers and your rules to OpenAI. Ask for JSON with summary (two sentences), fit, and reason. In Make with JSON object, the prompt must include the word json.
Post it for a person
Slack Send a Message (Make) or Message > Send (n8n) with the summary, the suggested fit, and a link to the contact. Label it "AI suggestion".
Let a person decide
The flow doesn't change the lead status or reply to the lead. Whoever reads the Slack post does that in HubSpot.
Time
Build time is about 45 minutes, estimated by the recipe’s author. It is not a measured average.
Saves opening every submission to see what it's about. The model makes mistakes; the summary helps you triage, it doesn't decide.
Cost
The OpenAI API is billed by usage. HubSpot, Slack, and Make or n8n per their current pricing.
What it doesn’t do
It doesn’t score leads in HubSpot, reply to anyone, or drop leads. Don’t treat a “low” as spam without reading it. Don’t put sensitive data, such as financial details, in the prompt.
Build it
The account is yours. The Make link is an affiliate link.
Sources
- HubSpot CRM in Make
- OpenAI modules in Make
- Slack modules in Make
- n8n HubSpot Trigger node
- n8n HubSpot node
- n8n OpenAI text operations
- n8n Slack node
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