Use Cases
- Automatically identify upsell opportunities based on customer usage data.
- Integrate usage data with CRM systems for streamlined sales processes.
- Notify sales teams in real-time about new upsell deals.
How It Works
Triggers daily at 06:00 UTC to fetch upsell candidates. Normalizes the candidate data for processing. Searches for corresponding companies in HubSpot. Builds a deal model for each identified upsell opportunity. Creates a new upsell deal in HubSpot. Sends a notification to Slack about the created deal.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the HTTP request node with your endpoint and authentication details.
- 3Set up HubSpot API credentials for company and deal creation.
- 4Adjust the Slack notification settings to your preferred channel.
- 5Activate the workflow to start automating upsell opportunities.
Apps Used
HubSpot
Slack
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management