# Auto-assign deals in HubSpot to fitting sales reps based: n8n workflow

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

Source: https://millionrounds.com/workflow/auto-assign-deals-in-hubspot-to-fitting-sales-reps-based (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# 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

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fauto-assign-deals-in-hubspot-to-fitting-sales-reps-based)

**16 steps** Medium: a working afternoon

**3** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Logic 5 Service 10

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

- 1 **Schedule Trigger** Schedule trigger *Starts it*
- 2 **Get Deals** Http Request *Service*
- 3 **Split out deals** Split Out *Logic*
- 4 **Unassigned Deals** Filter *Logic*
- 5 **Get contact for deals** Http Request *Service*
- 6 **Get company of contact(s)** Http Request *Service*
- 7 **Assign by Region** Switch *Logic*
- 8 **Assign US deals by company size** Switch *Logic*
- 9 **Assign DE deals by company size** Switch *Logic*
- 10 **Assign to Peter** Hubspot *Service*
- 11 **Assign deal to John** Hubspot *Service*
- 12 **Assign to Max** Hubspot *Service*
- 13 **Assign to Eeden** Hubspot *Service*
- 14 **Assign deal to Edward** Hubspot *Service*
- 15 **Assign to Michael** Hubspot *Service*
- 16 **Assign to Suka** Hubspot *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fauto-assign-deals-in-hubspot-to-fitting-sales-reps-based)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[HubSpot](https://millionrounds.com/workflows?service=HubSpot#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Create HubSpot contacts from LinkedIn post interactions** 16 steps · Airtable, HubSpot](https://millionrounds.com/workflow/create-hubspot-contacts-from-linkedin-post-interactions)
- [**Create de-duplicated HubSpot companies from Google Maps** 16 steps · HubSpot](https://millionrounds.com/workflow/create-de-duplicated-hubspot-companies-from-google-maps)
- [**Send Calendly sales prep briefs with HubSpot and Clearbit** 16 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/send-calendly-sales-prep-briefs-with-hubspot-and-clearbit)
- [**Send daily CRM summary reports to Mattermost from HubSpot** 16 steps · HubSpot, Mattermost](https://millionrounds.com/workflow/send-daily-crm-summary-reports-to-mattermost-from-hubspot)
- [**Analyze lost HubSpot deals and generate revival strategies** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-lost-hubspot-deals-and-generate-revival-strategies)
- [**Find and add lookalike influencers to HubSpot with OpenAI** 16 steps · calls a model · HubSpot](https://millionrounds.com/workflow/find-and-add-lookalike-influencers-to-hubspot-with-openai)