Use Cases
- Automate deal assignment in HubSpot based on specific criteria
- Streamline sales processes by reducing manual assignment tasks
- Ensure timely follow-up on unassigned deals to improve conversion rates
How It Works
Triggers every two days at 7 AM to fetch deals from HubSpot Filters out deals that are unassigned to any sales representative Retrieves associated contacts and their companies for each deal Assigns deals to sales representatives based on region and company size criteria
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure HubSpot credentials for authentication
- 3Adjust the deal assignment criteria in the workflow nodes as needed
- 4Activate the workflow to start automating deal assignments
Apps Used
HubSpot
Categories
Industries
Tags
#process automation
#workflow management
#email automation