- Automatically create tickets for new deals in HubSpot.
- Send notifications to Slack for closed deals.
- Log lost deals in Airtable for tracking and analysis.
- Prioritize tickets based on deal value and stage.
Trigger the workflow when a new deal is created in HubSpot. Extract deal details like value, ID, name, and description. Evaluate the deal stage using a switch node. Create high-priority or low-priority tickets based on conditions. Send notifications to Slack for closed deals. Log lost deals in Airtable.
- 1Import the workflow template into your n8n instance.
- 2Configure the HubSpot trigger with your webhook ID.
- 3Set up HubSpot credentials for deal retrieval.
- 4Adjust Slack and Airtable credentials as needed.
- 5Test the workflow by creating a new deal in HubSpot.