Hi, we have an enterprise selling motion (B2B) where deals can often take a few months to close with lots of varying touch points along the way (e.g. demo requests, webinars, in person events, text messages from executives, social media campaigns, etc.).
We struggle with building such a model in our CRM (HubSpot) and are curious if others have built workflows that manage this process with n8n?
In my experience n8n more so comes into the picture if you have a well-defined data model already.
Have you considered defining the model with a more flexible/general purpose tool, such as Airtable or Monday?
Thanks @Milan_Vasarhelyi. Agreed on it comes down to having a solid data model first. We are actively working on defining this in our CRM and the question came up on whether a tool such as n8n could even help with that step. My current take is it could but it doesn’t make sense to me to do that within n8n since our core CRM should ultimately house the defined structure that powers any other tools such as n8n that would have anything to do with tracking or analyzing such a model. So your comment seems to validate my assumption.