Automation library · Alerts and monitoring

Update deal status from HubSpot to Excel and notify

Started by an event in a connected app, and works across Excel, HubSpot and WhatsApp. 7 steps, 1 branch: small enough to read in one sitting and change without fear.

Small

7 stepsSmall: readable in one sitting
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Logic 1Service 5

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

  1. 1HubSpot TriggerHubspot triggerStarts it
  2. 2Get dealHubspotService
  3. 3Get companyHubspotService
  4. 4Find deal in ExcelMicrosoft ExcelService
  5. 5IfIfLogic
  6. 6Append new deal into ExcelMicrosoft ExcelService
  7. 7WhatsApp Business CloudWhats AppService

How it's built

Starts on
An event in a connected app
Steps
7, with 1 branch
Size
Small: readable in one sitting
Connects to
Excel, HubSpot, WhatsApp
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

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

What starts it?

It starts on an event in a connected app.

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?

Not long. At 7 steps it can be read in one sitting and changed without fear.

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 7 steps before you point it at anything that matters.