Replicate HubSpot Deal Line Items
detail.loadingPreview
Automatically replicates line items from a 'won' HubSpot deal to a newly created HubSpot deal.
About This Workflow
This workflow automates the process of duplicating line items from an existing HubSpot deal (marked as 'won') to a newly created deal. It leverages webhooks to receive deal IDs and then uses HubSpot API calls to fetch line item details, product information, and create new line items associated with the new deal. This significantly reduces manual data entry and minimizes errors in deal management.
Key Features
- Webhook Trigger: Initiated by a webhook from HubSpot, receiving
deal_id_wonanddeal_id_created. - Line Item Replication: Fetches line items from a 'won' deal and replicates them to a 'created' deal.
- Product Information Retrieval: Extracts SKUs from line items and fetches corresponding product details.
- Association: Creates new line items for the new deal and correctly associates them.
- Notifications: Sends a success notification via Slack upon completion.
How To Use
How to Use:
This workflow is designed to be triggered by a HubSpot workflow.
HubSpot Workflow Setup:
- Trigger: Set up your HubSpot Deal Workflow to trigger when a deal stage reaches 'Won'.
- Create Record: Add an action to 'Create Record' (a new deal).
- Send Webhook: Add a 'Send Webhook' action. Configure it to send a GET request to your n8n workflow's webhook URL. Ensure you pass the following query parameters:
deal_id_won: The ID of the deal that triggered the HubSpot workflow (the 'won' deal).deal_id_created: The ID of the newly created deal. You can insert this data by selecting 'The created object' -> 'Deal' -> 'Deal ID'.
n8n Workflow Setup:
- Webhook Node: Ensure the
Webhooknode is correctly configured with the URL provided by HubSpot. - Set Node: The
Retrieve deals Idsnode extractsdeal_id_wonanddeal_id_createdfrom the webhook payload. - HubSpot API Calls: The subsequent nodes (
Get deal won line items,Get batch SKUs from line items,Get Batch Product IDs by SKUs,Create Batch line items based on productId and associate to deals) interact with the HubSpot API to perform the replication. - Credentials: Ensure your HubSpot API credentials (
HubSpot App Token account) and Slack credentials (Slack account) are correctly set up in n8n. - Slack Notification: The
Slacknode sends a confirmation message upon successful execution.
Apps Used
Workflow JSON
{
"id": "cfc5095e-f40a-4099-9e56-76d5f2ac6e0e",
"name": "Replicate HubSpot Deal Line Items",
"nodes": 14,
"category": "Marketing",
"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: cfc5095e-f40a...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
Statistics
Related Workflows
Discover more workflows you might like
WhatsApp AI Assistant: LLaMA 4 & Google Search for Real-Time Insights
Instantly deploy a smart AI assistant on WhatsApp, powered by Groq's lightning-fast LLaMA 4 model. This workflow enables real-time conversations, remembers context, and provides up-to-date answers by integrating live Google Search results.
AI-Powered On-Page SEO Audit & Report Automation
Instantly generate comprehensive on-page SEO technical and content audits for any website URL. This AI-powered workflow automates the entire process, from scraping the page to delivering a detailed report directly to your inbox, empowering you to optimize for better search rankings and user engagement.
Automated AI Motion Illustration Workflow with Midjourney and Kling
Unleash your creativity with this n8n workflow that automates the generation of stunning motion illustrations. It leverages the power of Midjourney for static image creation and Kling AI to transform them into dynamic videos, all managed through the PiAPI. Perfect for content creators, marketers, and social media professionals looking to produce engaging visuals at scale.