Automated Client Data Management and Notifications

This workflow streamlines client data synchronization, updates, and notification processes by integrating HubSpot, Google Sheets, LinkedIn, and Gmail within n8n. It begins with manual initiation or triggers from other workflows, retrieves a list of owners from HubSpot, and then for each owner, fetches associated client contacts. It updates or creates Google Sheets entries for clients, tracks the latest interactions such as posts and position changes, and searches LinkedIn profiles for additional data. Based on changes, it generates email alerts to notify clients of updates, ensuring continuous data accuracy and timely communication. This automation is ideal for managing client relationships, keeping records current, and engaging clients effectively.