Overview
This workflow automates the assignment of new deals in HubSpot to the most suitable sales representatives, leveraging geographic region and company size as key criteria. It ensures that each deal is promptly and accurately routed to the right team member, optimizing sales efficiency.
Key Features
- Scheduled trigger to regularly check for new or unassigned deals in HubSpot.
- Retrieves deal and contact information via HTTP requests.
- Filters and splits deals to identify those needing assignment.
- Uses logic nodes to match deals to sales reps (John, Max, Eeden, Peter) based on region and company size.
- Updates HubSpot records to reflect new ownership.
Benefits
- Eliminates manual deal assignment, reducing administrative workload.
- Ensures fair and strategic distribution of leads among sales reps.
- Accelerates response times, improving customer experience and conversion rates.
- Enhances data accuracy and transparency in the CRM.
Use Cases
- Sales teams managing leads across multiple regions or market segments.
- Organizations seeking to automate and optimize lead routing in HubSpot.
- Businesses aiming to scale sales operations without increasing manual processes.
Integrations & Automation
- Deep integration with HubSpot CRM via API.
- Utilizes n8n's HTTP, filter, split, and switch nodes for robust logic and data handling.
- Saves significant time and reduces errors compared to manual assignment.
