Unverified Community Contributed Deals Automation
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Automates the process of fetching unassigned deals and assigning them based on region and company size.
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About This Workflow
Overview
This workflow automates the assignment of unassigned deals from a CRM system. It fetches deals, identifies contacts associated with them, and then assigns these deals to specific sales representatives based on the deal's country of origin and the company size.
Key Features
- Fetches deals from a CRM via HTTP request.
- Identifies and retrieves associated contact information.
- Filters out deals that are already assigned.
- Routes deals to different assignment logic based on country.
- Further refines assignment within the US based on company size.
- Updates the deal ownership in the CRM.
How To Use
- Configure the
Schedule Triggerto run at your desired frequency. - Set up the
Get Dealsnode with the correct API endpoint and authentication for your CRM. - Ensure the
Get contact for dealsandGet company of contact(s)nodes are configured with the appropriate API endpoints. - Update the
Unassigned Dealsfilter if the property forhubspot_owner_iddiffers. - Configure the
Assign by Regionswitch with the correct country values and the desired output keys. - Within the
Assign US deals by company sizeswitch, adjust thenumberofemployeesthresholds and output keys as needed. - For each of the final assignment nodes (e.g.,
Assign deal to John), update thedealOwnerID to the correct sales representative's ID in your CRM. Ensure theauthenticationis correctly set up for HubSpot.
Apps Used
Workflow JSON
{
"id": "362ad20a-466e-41ab-a761-3c2d2eb4bc0b",
"name": "Unverified Community Contributed Deals Automation",
"nodes": 0,
"category": "CRM & Sales Automation",
"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: 362ad20a-466e...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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