Replicate HubSpot Deal Line Items
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Automates the replication of line items from a 'won' HubSpot deal to a newly created HubSpot deal.
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About This Workflow
Overview
This workflow automates the process of copying line items from one HubSpot deal to another. It's triggered by a HubSpot workflow when a deal reaches the 'Won' stage, and it then replicates the line items to a newly created deal, saving manual effort and reducing errors.
Key Features
- Triggers automatically via HubSpot workflow webhook.
- Fetches details of won and created deals.
- Retrieves line items from the won deal.
- Extracts product SKUs from line items.
- Looks up product details using SKUs.
- Creates new line items on the created deal and associates them.
- Sends a success notification to Slack.
How To Use
- Set up a HubSpot Deal Workflow:
- Configure a trigger (e.g., when a deal stage changes to 'Won').
- Add a 'Create Record' step to create a new deal.
- Add a 'Send Webhook' step (configured as a GET request to your n8n webhook trigger).
- Set two query parameters in the webhook:
deal_id_won: The ID of the deal that triggered the HubSpot workflow.deal_id_created: The ID of the newly created deal.
- Configure n8n Credentials:
- Set up your HubSpot App token in HubSpot (Settings > Integrations > Private Apps).
- Connect your HubSpot account using the 'HubSpot App Token' credential in n8n.
- Connect your Slack account.
- Import and Configure the Workflow:
- Import this JSON into your n8n instance.
- Update environment variables (
API_BASE_URL,WEBHOOK_URL) and the Slack channel ID (C051YHBJ1G8). - Ensure the credentials are correctly assigned to the relevant nodes.
- Add an Error Workflow: Consider setting up a separate error notification workflow to monitor any failures in this process.
Apps Used
Workflow JSON
{
"id": "0d0600a6-14a5-4bc2-86d1-138bcd24588c",
"name": "Replicate HubSpot Deal Line Items",
"nodes": 0,
"category": "Deal Management",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 0d0600a6-14a5...
About the Author
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Connecting CRM, Notion, and Slack to automate your life.
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