Automation library · CRM

Auto-assign deals in HubSpot to fitting sales reps based

Started by a clock, and works across HubSpot. 16 steps, 3 branches: a working afternoon to understand properly.

Medium

16 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Logic 5Service 10

The steps in the order they run, from what starts it.

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2Get DealsHttp RequestService
  3. 3Split out dealsSplit OutLogic
  4. 4Unassigned DealsFilterLogic
  5. 5Get contact for dealsHttp RequestService
  6. 6Get company of contact(s)Http RequestService
  7. 7Assign by RegionSwitchLogic
  8. 8Assign US deals by company sizeSwitchLogic
  9. 9Assign DE deals by company sizeSwitchLogic
  10. 10Assign to PeterHubspotService
  11. 11Assign deal to JohnHubspotService
  12. 12Assign to MaxHubspotService
  13. 13Assign to EedenHubspotService
  14. 14Assign deal to EdwardHubspotService
  15. 15Assign to MichaelHubspotService
  16. 16Assign to SukaHubspotService

How it's built

Starts on
A clock
Steps
16, with 3 branches
Size
Medium: a working afternoon
Connects to
HubSpot
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own HubSpot account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 16 steps before you point it at anything that matters.