This workflow automates the process of copying line items from one HubSpot deal to another, reducing manual data entry and minimizing errors. It is triggered by a webhook from HubSpot when a deal is marked as ‘won’ and a new deal is created. The workflow retrieves the relevant deal IDs, fetches associated line items from the ‘won’ deal, extracts product SKUs, retrieves detailed product information, and creates new line items linked to the created deal. Finally, it sends a Slack notification confirming the successful process.
**Step-by-step Breakdown:**
1. The workflow begins with a webhook trigger from HubSpot, which provides the deal identifiers.
2. It stores the deal IDs for the ‘won’ deal and the new deal.
3. It retrieves line items associated with the ‘won’ deal.
4. It extracts SKUs from these line items and fetches comprehensive product details based on these SKUs.
5. It creates and associates new line items to the new deal with the retrieved product IDs.
6. A Slack message is sent to confirm the successful replication of line items.
**Use Cases:**
– Streamlining sales processes by automatically copying product line items from a closed deal to a new opportunity.
– Ensuring consistency in deal data without manual intervention.
– Keeping all relevant team members updated with status notifications.
This workflow is ideal for sales teams using HubSpot that need to replicate deal line items efficiently during deal progression or renewal processes.
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