Use Cases
- Daily sales performance tracking for teams
- Automated reporting of sales metrics in Google Sheets
- Real-time notifications for sales leadership on top performers
How It Works
Triggers daily at 05:00 UTC using a cron job Fetches all deal data from HubSpot Aggregates deal information by sales owner Appends aggregated data to a specified Google Sheets document Sends a Slack notification to inform leadership about top performers
Setup Steps
- 1Import the workflow template into n8n
- 2Configure HubSpot API credentials for data access
- 3Set up Google Sheets credentials for data appending
- 4Specify the Google Sheets document ID and range
- 5Adjust Slack channel settings for notifications if necessary
Apps Used
HubSpot
Google Sheets
Slack
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management