Use Cases
- Automatically copy line items from a won deal to a newly created deal in HubSpot.
- Reduce manual data entry errors in sales processes.
- Enhance team communication by notifying Slack channels of successful deal updates.
How It Works
Triggers upon receiving a webhook with deal IDs. Retrieves IDs of the won and created deals. Fetches line items associated with the won deal. Extracts product SKUs from the retrieved line items. Fetches product details based on SKUs. Creates new line items for the created deal and associates them. Sends a Slack notification with success details.
Setup Steps
- 1Import the workflow template into n8n.
- 2Set up a HubSpot deal workflow to trigger the webhook.
- 3Configure the webhook to receive deal IDs.
- 4Set up your HubSpot App token in n8n.
- 5Connect your Slack account for notifications.
Apps Used
HubSpot
Slack
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#slack automation