- Automate the creation of deals in HubSpot to save time.
- Efficiently update deal information without manual input.
- Retrieve all deals for comprehensive reporting.
- Search for specific deals based on defined criteria.
- Manage tickets by creating, updating, and retrieving ticket information.
Starts the workflow with the creation of a new deal in HubSpot. Updates the deal with specified fields such as deal name. Retrieves all deals to provide an overview of current opportunities. Searches for specific deals based on user-defined filters. Fetches recently modified and created deals to keep track of changes. Creates new tickets in HubSpot for customer support. Updates and retrieves ticket information as needed.
- 1Import the workflow template into your n8n environment.
- 2Configure HubSpot credentials to enable API access.
- 3Set the deal name and stage in the HubSpot node.
- 4Adjust any filters or parameters as necessary for your use case.
- 5Activate the workflow to start automating your HubSpot processes.