Automation library · CRM

HubSpot round robin deal assignment

Started by a clock, and works across HubSpot. 12 steps, 1 branch: a working afternoon to understand properly.

Medium

12 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Logic 4Service 7

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

  1. 1Schedule Trigger every 10 minuteSchedule triggerStarts it
  2. 2Get many dealsHubspotService
  3. 3Unassigned DealsFilterLogic
  4. 4Calculate Owner by TimeCodeLogic
  5. 5Route to OwnerSwitchLogic
  6. 6Assign to ShahinHubspotService
  7. 7Assign to AnikaHubspotService
  8. 8Assign to NirabHubspotService
  9. 9Assign to Abu MusaHubspotService
  10. 10Assign to BithiHubspotService
  11. 11Assign to RashedHubspotService
  12. 12Prepare Assignment DataCodeLogic

How it's built

Starts on
A clock
Steps
12, with 1 branch
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. 12 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 12 steps before you point it at anything that matters.