Dynamic HubSpot Deal Workflow Automation
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This workflow supercharges your sales process by automating critical actions based on HubSpot deal stages and properties. From instant Slack notifications for wins to dynamic task creation and presentation generation, streamline your deal management and empower your sales team.
About This Workflow
This robust n8n workflow revolutionizes how your sales team handles HubSpot deals. Kicking off automatically whenever a new deal is created in HubSpot, it intelligently extracts and organizes vital deal information. The workflow then branches, executing specific actions based on the deal's stage: sending celebratory Slack messages for closed-won deals, instantly generating Google Slides for scheduled presentations, or logging lost deals in Airtable for review. Furthermore, it dynamically creates HubSpot support tickets, prioritizing them (high or medium) based on deal value, type, and current stage. This ensures your team is always proactive, well-informed, and focused on high-impact activities.
Key Features
- Automated Deal Lifecycle Management: Triggered by new HubSpot deals, streamlining actions throughout the sales cycle.
- Intelligent Deal Stage Routing: Automatically takes different actions for "closed-won," "presentation scheduled," and "closed-lost" deals.
- Conditional HubSpot Ticket Creation: Creates high or medium priority HubSpot tickets based on deal value (> $500), type ("newbusiness"), and if the deal is still active.
- Multi-Platform Integration: Seamlessly integrates with Slack for notifications, Google Slides for content creation, and Airtable for data logging.
- Data Standardization: Uses a "Set" node to clean and standardize deal data for consistent use across all connected services.
How To Use
- HubSpot Trigger: Configure the HubSpot Trigger node to listen for "deal.creation" events. Ensure your HubSpot credentials are set up.
- HubSpot (Get Deal): Connect this node to the trigger. It will automatically retrieve full deal details using the
dealIdfrom the trigger. - Set Node: This node is pre-configured to extract and rename key deal properties (value, ID, name, date, description, type, stage). No changes typically needed unless you want to add more data.
- Switch Node: This node directs the workflow based on the
deal_stage. You can customize thevalue2fields (e.g., "closedwon", "presentationscheduled", "closedlost") to match your HubSpot deal stages precisely. - Action Nodes (Slack, Google Slides, Airtable):
- Slack: Update the
channelfield to your desired sales channel. - Google Slides: Ensure your Google Slides OAuth2 credential is connected.
- Airtable: Update the
application(base ID) andtablenames to match your Airtable setup for lost deals.
- Slack: Update the
- IF Node: The conditions for creating high/medium priority tickets are set here. Adjust the
deal_valuethreshold,deal_type, ordeal_stageregex to fit your business logic. - HubSpot (high-priority / low-priority): Update the
ticketOwnerIdif you want to assign high-priority tickets to a specific user. Review thepriorityanddescriptionfields to ensure they meet your needs. - Credentials: Make sure all respective credentials (HubSpot API, Slack API, Airtable API, Google Slides OAuth2) are correctly configured in n8n.
Apps Used
Workflow JSON
{
"id": "4b4b1f8a-2e6a-4576-8a98-1fa5f5e69beb",
"name": "Dynamic HubSpot Deal Workflow Automation",
"nodes": 11,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 4b4b1f8a-2e6a...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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