Use Cases
- Automate daily sales performance tracking by territory.
- Integrate HubSpot deal and contact data into Google Sheets.
- Notify team members of updated performance metrics via Slack.
How It Works
Triggers daily at 05:00 UTC using a cron job. Fetches all deals and contacts from HubSpot. Aggregates data by territory, calculating totals and counts. Appends aggregated results to a Google Sheets document. Sends a notification to a Slack channel with the latest updates.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure HubSpot and Google Sheets credentials.
- 3Set the Google Sheets document ID in the workflow.
- 4Adjust the Slack channel for notifications if needed.
- 5Activate the workflow to start daily updates.
Apps Used
HubSpot
Google Sheets
Slack
Categories
Target Roles
Tags
#notifications
#process automation
#workflow management