# n8n templates (https://webmetic.de/docs/en/integrationen/n8n/vorlagen)

Webmetic has published three templates on n8n.io: [call tasks for new companies](#create-call-tasks-for-new-companies), [follow-ups on open deals](#follow-up-on-open-deals-after-a-return-visit), and a [weekly campaign report](#send-a-weekly-campaign-report). You copy a template, connect your apps, and switch the workflow on.

## Before you start [#before-you-start]

- **Time**: Setting up a template takes about 5 to 10 minutes.
- **Account**: You need n8n with the Webmetic node and a credential of the type **Webmetic API**. To set up both, see [n8n](https://webmetic.de/docs/en/integrationen/n8n).
- **Access**: For the call and deal templates you need HubSpot, OpenAI, and Microsoft Teams. The campaign report needs OpenAI and Microsoft Outlook. You connect HubSpot with the token of a private app.
- **Rights**: Only admins see the **Integrations** menu item. If a partner manages your account, the partner decides whether it appears.
- **Plan**: Integrations are available on every plan, including the Free plan. On the Free plan, Webmetic transfers only the companies you see by name. For details, see [Free plan](https://webmetic.de/docs/en/visitor-intelligence/unternehmensliste#spot-hidden-companies-on-the-free-plan).
- **Cost**: The deal template and the campaign report cost no credits. The call template unlocks contacts, and that costs credits. For details, see [Credits](https://webmetic.de/docs/en/credits).
- **Contacts**: For the call template, you choose once under [**Menu** > **Contact profile**](https://app.webmetic.de/?menu=icp_settings) which departments and levels Webmetic searches for. For the steps, see [Set up contacts](https://webmetic.de/docs/en/ansprechpartner/einrichten).

You get the templates in English, and they send your Webmetic data such as the company profile and the pages read to OpenAI, HubSpot, Teams, and Outlook.

The call template also sends the contact's name and job title to OpenAI. The template also creates the person in HubSpot and posts their name, job title, and phone number in your Teams channel.

Check with your data protection advisor whether this fits your data processing.

## Import a template [#import-a-template]

These steps apply to all three templates. If you already have a credential of the type **Webmetic API** in n8n, start at step 4.

1. Click [**Menu** > **Integrations** > **API**](https://app.webmetic.de/?menu=api_details). The **API keys** window opens.
2. If the **Visitor Intelligence** card shows **No key generated yet.**, click **Generate key**.
3. In the **Visitor Intelligence** card, click the **Copy** icon.

![The API keys window with the Visitor Intelligence card and a masked key](https://webmetic.de/docs/media/en/light/api-schluessel.webp)

4. Open the template's page on n8n.io. You'll find the link further down in the section of each template.
5. Click **Use for free**.
6. Copy the template into your n8n. The template contains no credentials for any app.
7. In each Webmetic node, select your credential of the type **Webmetic API**. If you don't have one yet, create a new credential with the key you copied.
8. Connect the other nodes to your accounts. The sections on the individual templates name these nodes.
9. In the node with the settings, replace the sample values such as `example.com` and `Acme GmbH`.
10. Under `domain`, enter the main domain as it appears under [**Menu** > **Websites**](https://app.webmetic.de/?menu=websites): without `https://` and without `www.`, for example `your-website.com`. This also applies if you use the tracking code on a subdomain.
11. On the Free plan: Add the [filter for hidden companies](https://webmetic.de/docs/en/integrationen/n8n#5-filter-out-hidden-companies) right after the Webmetic node that fetches the visits.
12. Click **Publish** in n8n. The workflow then runs on the schedule of its first node.

## Create call tasks for new companies [#create-call-tasks-for-new-companies]

Template on n8n.io: [Create HubSpot call tasks for new B2B visitors with Webmetic, OpenAI and Teams](https://n8n.io/workflows/20700-create-hubspot-call-tasks-for-new-b2b-visitors-with-webmetic-openai-and-teams/)

For each new company that reaches your minimum activity, the template creates a contact as a lead with a call task in your HubSpot. If the company already has an open deal, only the deal owner gets a task.

1. **Every 5 minutes**: **Fetch Webmetic Visits** fetches the companies whose first visit to your website falls in the last hour.
2. **Select companies**: **Deduplicate Companies** lets each of your companies through only once. **Filter Interested Companies** keeps the companies at or above your minimum activity.
3. **Check for an open deal**: **Post to HubSpot Company Search** looks up the company by its domain. If there is an open deal, **Add Task to HubSpot Deal** creates a task for the owner.
4. **Find a contact**: Without an open deal, **Find Contacts via Webmetic** unlocks the email and phone of a matching person.
5. **Write the call script**: **Call Script Agent** uses your OpenAI account to write a call script that doesn't mention the website visit.
6. **Send to HubSpot and Teams**: **Add Contact to HubSpot** creates the person as a contact with the lifecycle stage lead. **Create HubSpot Call Task** adds the call task. **Notify Sales via Teams** announces the company and the person.

What you set up:

- **Set Lead Criteria**: Fill in `domain`, `minLeadScore`, `yourCompany`, `whatYouSell`, and `scriptLanguage`. `minLeadScore` is the minimum activity from 0 to 100, set to `50` by default. For details, see [Activity](https://webmetic.de/docs/en/visitor-intelligence/relevanz-aktivitaet-und-fit).
- **HubSpot**: Connect the searches **Post to HubSpot Company Search** and **Post to HubSpot Deal Search**. Also connect **Add Task to HubSpot Deal**, **Add Contact to HubSpot**, and **Create HubSpot Call Task**.
- **OpenAI**: Connect **OpenAI Chat GPT-5**.
- **Microsoft Teams**: Connect **Notify Sales via Teams** and choose the team and channel there.

You only use credits in **Find Contacts via Webmetic**, and only for the data Webmetic delivers. If Webmetic finds nobody or your account has already unlocked the person, it costs nothing.

The template lets each company through only once, before it checks the activity. That's why the activity at the first fetch is what counts.

If a company with an open deal visits your website again, the deal template tells you.

A run every 5 minutes adds up to about 8,640 executions a month. Because n8n Cloud prices its plans by monthly executions, check your plan first.

Choose at most 60 minutes in the first node, because **Fetch Webmetic Visits** only reads the last hour.

## Follow up on open deals after a return visit [#follow-up-on-open-deals-after-a-return-visit]

Template on n8n.io: [Follow up on open HubSpot deals using Webmetic, OpenAI and Microsoft Teams](https://n8n.io/workflows/20844-follow-up-on-open-hubspot-deals-using-webmetic-openai-and-microsoft-teams/)

When a company with an open deal in your HubSpot visits your website again, the deal owner gets a follow-up task with a suggestion from the AI.

1. **Every hour**: **Get returning visits** fetches the companies with at least two visits to your website in the last 7 days.
2. **Once a day**: **Once per company per day** lets each company through at most once a day, and on a later day only after a new visit.
3. **Find the deal**: **Find company in HubSpot** looks up the company by its domain. Only companies with an open deal continue, and **Find open deal** picks the most recently changed one.
4. **Suggest the next step**: **Suggest next step** uses OpenAI to write a suggestion that doesn't mention the website visit.
5. **Create the task**: **Create follow-up task** creates the task for the deal owner. **Notify account manager in Teams** announces it.

What you set up:

- **Settings**: Fill in `domain`, `yourCompany`, `whatYouSell`, and `language`.
- **HubSpot**: Connect **Find company in HubSpot**, **Find open deal**, and **Create follow-up task**.
- **OpenAI**: Connect **OpenAI Chat Model**.
- **Microsoft Teams**: Connect **Notify account manager in Teams** and choose the team and channel there.

This template uses none of your credits and finds a company only if its domain in your HubSpot exactly matches its website in Webmetic.

## Send a weekly campaign report [#send-a-weekly-campaign-report]

Template on n8n.io: [Send weekly B2B campaign performance reports with Webmetic, OpenAI and Outlook](https://n8n.io/workflows/21065-send-weekly-b2b-campaign-performance-reports-with-webmetic-openai-and-outlook/)

Every Monday your team gets an email showing how many new companies visited your website last week, and through which source and campaign.

1. **Mondays at 8**: **Get new visits** fetches the companies whose first visit to your website falls in the last 7 days.
2. **Assign the source**: **Add source and campaign** reads source, medium, and campaign from the UTM parameters. Where they are missing, it shows `(direct)` or `(none)`.
3. **Count**: **Count per source and campaign** counts the companies per source and campaign.
4. **Write the report**: **Write the report** uses OpenAI to write a summary, a table, up to five companies per paid campaign, and a budget tip.
5. **Send the report**: **Send the report** sends the report through Outlook to the addresses in `reportTo`.

What you set up:

- **Settings**: Fill in `domain`, `reportTo`, and `language`. Separate several addresses with commas.
- **OpenAI**: Connect **OpenAI Chat Model**.
- **Microsoft Outlook**: Connect **Send the report**.

This template uses none of your credits. Campaign names come from the UTM parameters of your ads. For details, see [Campaigns and channels](https://webmetic.de/docs/en/visitor-intelligence/kampagnen-und-kanaele).

## Troubleshooting [#troubleshooting]

### Why does n8n report "This domain is not in your Webmetic account"? [#why-does-n8n-report-this-domain-is-not-in-your-webmetic-account]

The `domain` field doesn't contain the main domain from your account. Correct the value as described in [step 10](#import-a-template).

### Why does the call template stop? [#why-does-the-call-template-stop]

If your account hasn't set up contacts yet, the run stops at **Find Contacts via Webmetic** with the message "The contact setup in Webmetic is missing". Complete the setup under [**Menu** > **Contact profile**](https://app.webmetic.de/?menu=icp_settings).

### Why does the report count hidden companies? [#why-does-the-report-count-hidden-companies]

The templates don't filter out hidden companies. If the filter from [step 11](#import-a-template) is missing, your campaign report on the Free plan counts every "Verborgenes Unternehmen" (hidden company).

Webmetic delivers no contacts for hidden companies.

## Next steps [#next-steps]

- [n8n](https://webmetic.de/docs/en/integrationen/n8n): Install the Webmetic node and build your own workflows.
- [Set up contacts](https://webmetic.de/docs/en/ansprechpartner/einrichten): Choose the departments and levels the call template searches for.
- [Credits](https://webmetic.de/docs/en/credits): See when credits are used and how to top up.