Workflow n8n
Automatisation HubSpot avec n8n : assignation de deals par région
Ce workflow n8n a pour objectif d'automatiser l'assignation des deals dans HubSpot en fonction de la région et de la taille des entreprises. Dans un contexte commercial où la gestion efficace des leads est cruciale, cette automatisation permet de réduire le temps passé à gérer manuellement les attributions, tout en garantissant que chaque deal est traité par le bon membre de l'équipe. Les cas d'usage incluent des équipes de vente qui souhaitent optimiser leur processus d'attribution de leads en fonction de critères spécifiques. Étape 1 : Le workflow commence par un déclencheur planifié qui active le processus à intervalles réguliers. Étape 2 : Ensuite, il utilise un nœud HTTP pour récupérer les deals en attente dans HubSpot. Étape 3 : Les deals non assignés sont filtrés pour ne conserver que ceux qui nécessitent une attention. Étape 4 : Le workflow sépare ensuite les deals en fonction de leur région grâce à un nœud de branchement. Étape 5 : Chaque deal est ensuite assigné à un membre de l'équipe approprié, tel que John, Max, ou Eeden, en fonction des règles définies. Étape 6 : Enfin, des notes autocollantes sont ajoutées pour garder une trace des actions effectuées. Cette automatisation n8n permet de gagner en efficacité, de réduire les erreurs humaines et d'améliorer la réactivité des équipes commerciales. Tags clés : automatisation, HubSpot, ventes.
Catégorie: Scheduled · Tags: automatisation, HubSpot, ventes, workflow, n8n❤ 0
Vue d'ensemble du workflow n8n
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Détail des nœuds du workflow n8n
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"meta": {
"instanceId": "257476b1ef58bf3cb6a46e65fac7ee34a53a5e1a8492d5c6e4da5f87c9b82833"
},
"nodes": [
{
"id": "e087fb9b-d299-441b-8508-a36a389acb0d",
"name": "Schedule Trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
820,
360
],
"parameters": {
"rule": {
"interval": [
{
"daysInterval": 2,
"triggerAtHour": 7
}
]
}
},
"typeVersion": 1.1
},
{
"id": "5d272d3d-7b35-4ac3-8646-28d7136b3e5b",
"name": "Get Deals",
"type": "n8n-nodes-base.httpRequest",
"position": [
1020,
360
],
"parameters": {
"url": "https://api.hubapi.com/crm/v3/objects/deals?properties=dealname,amount,hubspot_owner_id&associations=contacts",
"options": {},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "hubspotOAuth2Api"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "WEONgGVHLYPjIE6k",
"name": "HubSpot account"
}
},
"typeVersion": 4.1
},
{
"id": "26862c28-fc42-41f5-9435-c69082282e8a",
"name": "Get contact for deals",
"type": "n8n-nodes-base.httpRequest",
"position": [
1600,
360
],
"parameters": {
"url": "=https://api.hubapi.com/crm/v3/objects/contacts/{{ $json.associations.contacts.results[0].id }}?associations=company",
"options": {},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "hubspotOAuth2Api"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "WEONgGVHLYPjIE6k",
"name": "HubSpot account"
}
},
"typeVersion": 4.1
},
{
"id": "d2281e4c-abaf-43da-9299-ea60eaf61d49",
"name": "Unassigned Deals",
"type": "n8n-nodes-base.filter",
"position": [
1420,
360
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "2ad0a847-9729-4528-94d1-edf133f51c76",
"operator": {
"type": "string",
"operation": "empty",
"singleValue": true
},
"leftValue": "={{ $json.properties.hubspot_owner_id }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2
},
{
"id": "aebd4001-6693-4b04-acc6-be27cb374f92",
"name": "Split out deals",
"type": "n8n-nodes-base.splitOut",
"position": [
1220,
360
],
"parameters": {
"options": {},
"fieldToSplitOut": "results"
},
"typeVersion": 1
},
{
"id": "1aeb829d-7683-429f-b806-1e223111d0b0",
"name": "Assign by Region",
"type": "n8n-nodes-base.switch",
"position": [
2000,
360
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "US",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.properties.country }}",
"rightValue": "United States"
}
]
},
"renameOutput": true
},
{
"outputKey": "DE",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "a6b1d56d-766e-44e1-9c8a-778205e67b6e",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.properties.country }}",
"rightValue": "Germany"
}
]
},
"renameOutput": true
}
]
},
"options": {
"fallbackOutput": "extra"
}
},
"typeVersion": 3
},
{
"id": "f795ab2e-14c8-4e7a-961e-035c877f627d",
"name": "Assign deal to John",
"type": "n8n-nodes-base.hubspot",
"position": [
2420,
-440
],
"parameters": {
"dealId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Unassigned Deals').item.json.id }}"
},
"resource": "deal",
"operation": "update",
"updateFields": {
"dealOwner": {
"__rl": true,
"mode": "list",
"value": ""
}
},
"authentication": "oAuth2"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "WEONgGVHLYPjIE6k",
"name": "HubSpot account"
}
},
"typeVersion": 2
},
{
"id": "212cc657-88df-406e-856d-00a797ac39eb",
"name": "Assign to Max",
"type": "n8n-nodes-base.hubspot",
"position": [
2420,
-260
],
"parameters": {
"dealId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Unassigned Deals').item.json.id }}"
},
"resource": "deal",
"operation": "update",
"updateFields": {
"dealOwner": {
"__rl": true,
"mode": "list",
"value": 1265816794,
"cachedResultName": "niklas@n8n.io"
}
},
"authentication": "oAuth2"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "WEONgGVHLYPjIE6k",
"name": "HubSpot account"
}
},
"typeVersion": 2
},
{
"id": "7daef91a-051b-495a-9122-d737fff97c04",
"name": "Assign to Eeden",
"type": "n8n-nodes-base.hubspot",
"position": [
2420,
-80
],
"parameters": {
"dealId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Unassigned Deals').item.json.id }}"
},
"resource": "deal",
"operation": "update",
"updateFields": {
"dealOwner": {
"__rl": true,
"mode": "list",
"value": 1265816794,
"cachedResultName": "niklas@n8n.io"
}
},
"authentication": "oAuth2"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "WEONgGVHLYPjIE6k",
"name": "HubSpot account"
}
},
"typeVersion": 2
},
{
"id": "aa310e68-4056-44b6-8074-a26ce5d2d21a",
"name": "Assign to Peter",
"type": "n8n-nodes-base.hubspot",
"position": [
2220,
780
],
"parameters": {
"dealId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Unassigned Deals').item.json.id }}"
},
"resource": "deal",
"operation": "update",
"updateFields": {
"dealOwner": {
"__rl": true,
"mode": "list",
"value": 1265816794,
"cachedResultName": "niklas@n8n.io"
}
},
"authentication": "oAuth2"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "WEONgGVHLYPjIE6k",
"name": "HubSpot account"
}
},
"typeVersion": 2
},
{
"id": "e538b71d-fb97-479f-8b78-9705347aed82",
"name": "Get company of contact(s)",
"type": "n8n-nodes-base.httpRequest",
"position": [
1800,
360
],
"parameters": {
"url": "=https://api.hubapi.com/crm/v3/objects/companies/{{ $json.associations.companies.results[0].id }}?properties=name,domain,city,country,numberofemployees",
"options": {},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "hubspotOAuth2Api"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "WEONgGVHLYPjIE6k",
"name": "HubSpot account"
}
},
"typeVersion": 4.1
},
{
"id": "a8722ed3-8d75-4aa0-9b14-101279007c51",
"name": "Assign US deals by company size",
"type": "n8n-nodes-base.switch",
"position": [
2220,
-260
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "John",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"operator": {
"type": "number",
"operation": "lte"
},
"leftValue": "={{ $json.properties.numberofemployees }}",
"rightValue": 50
}
]
},
"renameOutput": true
},
{
"outputKey": "Max",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "2f8e57b1-2fce-49b4-8bae-cf6b0164d1f0",
"operator": {
"type": "number",
"operation": "lte"
},
"leftValue": "={{ $json.properties.numberofemployees }}",
"rightValue": 499
}
]
},
"renameOutput": true
},
{
"outputKey": "Eeden",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "4357fb25-fbe5-4b19-85df-62db07d4443b",
"operator": {
"type": "number",
"operation": "gte"
},
"leftValue": "={{ $json.properties.numberofemployees }}",
"rightValue": 500
}
]
},
"renameOutput": true
}
]
},
"options": {
"looseTypeValidation": true
}
},
"typeVersion": 3
},
{
"id": "3b71b6c3-fa4c-49a5-9670-347790bff24d",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
440,
320
],
"parameters": {
"color": 5,
"width": 343.16392083375575,
"height": 209.46215382440343,
"content": "## Setup\n1. Add your **Hubspot** credentials\n2. Customize your criterias for assigning deals in the `Assign by Region` and the following `Assign` nodes\n3. Make sure deals are assigned to the right salesrep in the Hubspot nodes at the end\n4. Activate the workflow"
},
"typeVersion": 1
},
{
"id": "abb2a4d3-d636-4fca-b6ce-4e4f13601d11",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
820,
260
],
"parameters": {
"color": 7,
"width": 150,
"height": 80,
"content": "👇 You can adjust the interval here."
},
"typeVersion": 1
},
{
"id": "a4180a3b-4916-419d-aa6c-906660c7f2b7",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1980,
260
],
"parameters": {
"color": 5,
"width": 150,
"height": 80,
"content": "👇 Adjust this to your needs"
},
"typeVersion": 1
},
{
"id": "0e11d724-62fe-4b3e-b324-b63704c3ae64",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
2160,
-480
],
"parameters": {
"color": 5,
"width": 423.7165713477844,
"height": 558.5236393851941,
"content": "Adjust this and make sure the right people are assigned for the criteria"
},
"typeVersion": 1
},
{
"id": "e6aec357-5faa-468f-8e33-020f5e280731",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
2180,
140
],
"parameters": {
"color": 5,
"width": 423.7165713477844,
"height": 558.5236393851941,
"content": "Adjust this and make sure the right people are assigned for the criteria"
},
"typeVersion": 1
},
{
"id": "8c3a39ef-5263-4cc4-bbbe-54dfffde57b7",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2380,
780
],
"parameters": {
"color": 7,
"width": 175.43767910969322,
"height": 105.43767910969324,
"content": "👈 This is the fallback. You could also notify you on Slack or something instead"
},
"typeVersion": 1
},
{
"id": "76029d66-9719-4f05-beb9-4ad33e17dbfd",
"name": "Assign deal to Edward",
"type": "n8n-nodes-base.hubspot",
"position": [
2420,
180
],
"parameters": {
"dealId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Unassigned Deals').item.json.id }}"
},
"resource": "deal",
"operation": "update",
"updateFields": {
"dealOwner": {
"__rl": true,
"mode": "list",
"value": 1265816794,
"cachedResultName": "niklas@n8n.io"
}
},
"authentication": "oAuth2"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "WEONgGVHLYPjIE6k",
"name": "HubSpot account"
}
},
"typeVersion": 2
},
{
"id": "ef86d907-d226-484f-ae72-70a58e9c8710",
"name": "Assign to Michael",
"type": "n8n-nodes-base.hubspot",
"position": [
2420,
360
],
"parameters": {
"dealId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Unassigned Deals').item.json.id }}"
},
"resource": "deal",
"operation": "update",
"updateFields": {
"dealOwner": {
"__rl": true,
"mode": "list",
"value": 1265816794,
"cachedResultName": "niklas@n8n.io"
}
},
"authentication": "oAuth2"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "WEONgGVHLYPjIE6k",
"name": "HubSpot account"
}
},
"typeVersion": 2
},
{
"id": "cf2a5259-5cdb-441b-a2f0-2a0d84e1595a",
"name": "Assign to Suka",
"type": "n8n-nodes-base.hubspot",
"position": [
2420,
540
],
"parameters": {
"dealId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Unassigned Deals').item.json.id }}"
},
"resource": "deal",
"operation": "update",
"updateFields": {
"dealOwner": {
"__rl": true,
"mode": "list",
"value": 1265816794,
"cachedResultName": "niklas@n8n.io"
}
},
"authentication": "oAuth2"
},
"credentials": {
"hubspotOAuth2Api": {
"id": "WEONgGVHLYPjIE6k",
"name": "HubSpot account"
}
},
"typeVersion": 2
},
{
"id": "bcc1e859-f1b2-4a9f-ac65-d20380fdee89",
"name": "Assign DE deals by company size",
"type": "n8n-nodes-base.switch",
"position": [
2220,
360
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "Michael",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"operator": {
"type": "number",
"operation": "lte"
},
"leftValue": "={{ $json.properties.numberofemployees }}",
"rightValue": 100000
}
]
},
"renameOutput": true
},
{
"outputKey": "Suka",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "2f8e57b1-2fce-49b4-8bae-cf6b0164d1f0",
"operator": {
"type": "number",
"operation": "lte"
},
"leftValue": "={{ $json.properties.numberofemployees }}",
"rightValue": 499
}
]
},
"renameOutput": true
},
{
"outputKey": "Eeden",
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "4357fb25-fbe5-4b19-85df-62db07d4443b",
"operator": {
"type": "number",
"operation": "gte"
},
"leftValue": "={{ $json.properties.numberofemployees }}",
"rightValue": 500
}
]
},
"renameOutput": true
}
]
},
"options": {
"looseTypeValidation": true
}
},
"typeVersion": 3
}
],
"pinData": {
"Get Deals": [
{
"results": [
{
"id": "8978336453",
"archived": false,
"createdAt": "2023-09-19T16:45:21.309Z",
"updatedAt": "2023-09-19T16:47:41.086Z",
"properties": {
"amount": "100",
"dealname": "My test deal",
"createdate": "2023-09-19T16:45:21.309Z",
"hs_object_id": "8978336453",
"hubspot_owner_id": "1265816794",
"hs_lastmodifieddate": "2023-09-19T16:47:41.086Z"
}
},
{
"id": "11043508927",
"archived": false,
"createdAt": "2024-02-22T10:10:54.184Z",
"updatedAt": "2024-02-22T10:13:09.271Z",
"properties": {
"amount": "500",
"dealname": "My n8n deal",
"createdate": "2024-02-22T10:10:54.184Z",
"hs_object_id": "11043508927",
"hubspot_owner_id": "",
"hs_lastmodifieddate": "2024-02-22T10:13:09.271Z"
},
"associations": {
"contacts": {
"results": [
{
"id": "1",
"type": "deal_to_contact"
}
]
}
}
}
]
}
],
"Get contact for deals": [
{
"id": "1",
"archived": false,
"createdAt": "2023-08-28T10:06:13.015Z",
"updatedAt": "2024-02-22T10:56:31.742Z",
"properties": {
"email": "emailmaria@hubspot.com",
"lastname": "Johnson (Sample Contact)",
"firstname": "Maria",
"createdate": "2023-08-28T10:06:13.015Z",
"hs_object_id": "1",
"lastmodifieddate": "2024-02-22T10:56:31.742Z"
},
"associations": {
"companies": {
"results": [
{
"id": "10209902291",
"type": "contact_to_company"
},
{
"id": "10209902291",
"type": "contact_to_company_unlabeled"
}
]
}
}
}
],
"Get company of contact(s)": [
{
"id": "10209902291",
"archived": false,
"createdAt": "2024-02-22T10:56:27.833Z",
"updatedAt": "2024-02-22T10:56:32.390Z",
"properties": {
"city": "San Francisco",
"name": "Stripe",
"domain": "stripe.com",
"country": "United States",
"createdate": "2024-02-22T10:56:27.833Z",
"hs_object_id": "10209902291",
"numberofemployees": "10000",
"hs_lastmodifieddate": "2024-02-22T10:56:32.390Z"
}
}
]
},
"connections": {
"Get Deals": {
"main": [
[
{
"node": "Split out deals",
"type": "main",
"index": 0
}
]
]
},
"Split out deals": {
"main": [
[
{
"node": "Unassigned Deals",
"type": "main",
"index": 0
}
]
]
},
"Assign by Region": {
"main": [
[
{
"node": "Assign US deals by company size",
"type": "main",
"index": 0
}
],
[
{
"node": "Assign DE deals by company size",
"type": "main",
"index": 0
}
],
[
{
"node": "Assign to Peter",
"type": "main",
"index": 0
}
]
]
},
"Schedule Trigger": {
"main": [
[
{
"node": "Get Deals",
"type": "main",
"index": 0
}
]
]
},
"Unassigned Deals": {
"main": [
[
{
"node": "Get contact for deals",
"type": "main",
"index": 0
}
]
]
},
"Get contact for deals": {
"main": [
[
{
"node": "Get company of contact(s)",
"type": "main",
"index": 0
}
]
]
},
"Get company of contact(s)": {
"main": [
[
{
"node": "Assign by Region",
"type": "main",
"index": 0
}
]
]
},
"Assign DE deals by company size": {
"main": [
[
{
"node": "Assign deal to Edward",
"type": "main",
"index": 0
}
],
[
{
"node": "Assign to Michael",
"type": "main",
"index": 0
}
],
[
{
"node": "Assign to Suka",
"type": "main",
"index": 0
}
]
]
},
"Assign US deals by company size": {
"main": [
[
{
"node": "Assign deal to John",
"type": "main",
"index": 0
}
],
[
{
"node": "Assign to Max",
"type": "main",
"index": 0
}
],
[
{
"node": "Assign to Eeden",
"type": "main",
"index": 0
}
]
]
}
}
}Pour qui est ce workflow ?
Ce workflow s'adresse principalement aux équipes de vente et de marketing des PME et grandes entreprises qui utilisent HubSpot pour gérer leurs leads. Il est conçu pour des utilisateurs ayant un niveau technique intermédiaire, souhaitant optimiser leur processus d'attribution de deals.
Problème résolu
Ce workflow résout le problème de l'inefficacité dans l'assignation des deals, qui peut entraîner des pertes de temps et des erreurs dans le suivi des leads. En automatisant ce processus, les utilisateurs peuvent s'assurer que chaque deal est attribué rapidement et correctement, ce qui améliore la productivité des équipes et augmente les chances de conversion.
Étapes du workflow
Étape 1 : Le workflow est déclenché selon un calendrier prédéfini. Étape 2 : Il récupère les deals en attente via une requête HTTP à HubSpot. Étape 3 : Les deals non assignés sont filtrés pour ne garder que ceux nécessitant une action. Étape 4 : Les deals sont séparés par région grâce à un nœud de branchement. Étape 5 : Chaque deal est ensuite assigné à un membre de l'équipe en fonction de règles spécifiques. Étape 6 : Des notes autocollantes sont ajoutées pour documenter le processus.
Guide de personnalisation du workflow n8n
Pour personnaliser ce workflow, commencez par ajuster le déclencheur planifié selon vos besoins. Modifiez l'URL de la requête HTTP pour récupérer les deals depuis votre instance HubSpot. Vous pouvez également adapter les règles d'assignation en fonction des critères spécifiques de votre entreprise, comme la taille de l'entreprise ou la région. Assurez-vous que les identifiants des utilisateurs dans HubSpot sont corrects pour éviter des erreurs d'assignation. Enfin, vous pouvez ajouter ou modifier des notes autocollantes pour inclure des informations pertinentes sur chaque deal.