Auto-assign deals in Hubspot to fitting sales reps based on geo and company size

by Niklas Hatje ✓ · 1,504 views · created 2024-02-22 · CRM

What this workflow does

This workflow has 16 nodes and runs on a schedule (every 2 days at 07:00). Along the way it connects HubSpot. It also calls api.hubapi.com over HTTP.

How it runs

Trigger: On a schedule (every 2 days at 07:00).

1. Get Deals (HTTP Request): calls api.hubapi.com
2. Split Out: splits a list into separate items
3. Unassigned Deals (Filter): keeps only the items that match a condition
4. Get contact for deals (HTTP Request): calls an HTTP API
5. Get company of contact(s) (HTTP Request): calls an HTTP API
6. Assign by Region (Switch): routes items into 2 branches
7. Assign US deals by company size (Switch): routes items into 3 branches
8. Assign DE deals by company size (Switch): routes items into 3 branches
9. Assign to Peter (HubSpot): update (deal)
10. Assign deal to John (HubSpot): update (deal)

…plus 5 more steps. See the full node list below.

Services it uses

HubSpot

HTTP calls to: api.hubapi.com

Before you upgrade to n8n 3.0

Nodes used (6)

• Schedule Triggern8n-nodes-base.scheduleTrigger
• HTTP Requestn8n-nodes-base.httpRequest
• Filtern8n-nodes-base.filter
• Split Outn8n-nodes-base.splitOut
• Switchn8n-nodes-base.switch
• HubSpotn8n-nodes-base.hubspot

From the author

Use case To guarantee an effective sales process deals must be distributed between sales reps in the best way. Normally, this involves manually assigning new deals that have come in. This workflow automates it for you! What this workflow does This workflow…

View the original on n8n.io → Check your own copy