Automate Upsell Opportunity Creation from Usage Data

• 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.

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.

1. 1
   Import the workflow template into your n8n instance.
2. 2
   Configure the HTTP request node with your endpoint and authentication details.
3. 3
   Set up HubSpot API credentials for company and deal creation.
4. 4
   Adjust the Slack notification settings to your preferred channel.
5. 5
   Activate the workflow to start automating upsell opportunities.