This n8n workflow automates the process of managing sales deals from HubSpot, categorizing them based on their stage and value, and triggering appropriate actions. It starts with a HubSpot webhook that listens for new deals, retrieves detailed information about each deal, and then uses a series of conditions to determine the next steps.
Initially, the workflow sets key deal properties such as deal value, name, date, description, type, and stage. It then evaluates the deal’s stage, branching into different paths for ‘closed won’, ‘presentations scheduled’, or ‘closed lost’. For deals that meet certain criteria—specifically high-value deals that are either ‘newbusiness’ or not yet ‘closedlost/closedwon’—it creates high-priority tickets in HubSpot, whereas other deals get medium priority tickets.
If a deal is marked as ‘closed won’, a message is sent via Slack to notify team members of the successful closure. Additionally, all closed deals are logged into an Airtable base for record-keeping, including details like deal name, ID, and type. For deals with ‘closed won’ stage, the workflow also generates a presentation in Google Slides titled with the deal name.
This automation is particularly useful for sales teams looking to streamline deal tracking, improve communication, and maintain organized records without manual effort. It ensures timely notifications, proper prioritization, and helps keep all relevant stakeholders informed at every stage of the deal lifecycle.
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