- Automatically create tickets for new deals in HubSpot.
- Send Slack notifications for closed deals to keep the team informed.
- Generate Google Slides presentations for scheduled deals.
- Log lost deals in Airtable for future reference.
- Prioritize tickets based on deal value and stage.
Triggers when a new deal is created in HubSpot. Sets key deal information such as value, name, and description. Uses a switch node to determine the deal stage. Creates high-priority or low-priority tickets based on deal criteria. Sends notifications to Slack for closed deals. Logs lost deals in Airtable.
- 1Import the workflow template into n8n.
- 2Configure the HubSpot Trigger with your HubSpot account details.
- 3Set up the HubSpot node to retrieve deal information.
- 4Customize the Slack and Airtable nodes with your account credentials.
- 5Test the workflow to ensure proper functionality.