# Update deal status from HubSpot to Excel and notify: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/update-deal-status-from-hubspot-to-excel-and-notify (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Alerts and monitoring](https://millionrounds.com/workflows?category=Alerts+and+monitoring#library)

# 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

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fupdate-deal-status-from-hubspot-to-excel-and-notify)

**7 steps** Small: readable in one sitting

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Logic 1 Service 5

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

- 1 **HubSpot Trigger** Hubspot trigger *Starts it*
- 2 **Get deal** Hubspot *Service*
- 3 **Get company** Hubspot *Service*
- 4 **Find deal in Excel** Microsoft Excel *Service*
- 5 **If** If *Logic*
- 6 **Append new deal into Excel** Microsoft Excel *Service*
- 7 **WhatsApp Business Cloud** Whats App *Service*

## 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.

## 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%2Fupdate-deal-status-from-hubspot-to-excel-and-notify)
- **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.

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

## Workflows like it

Also alerts and monitoring, with the same services where possible, closest in size first.

- [**Automate prescription delivery with Google Sheets and WhatsApp** 7 steps · Email, Google Sheets](https://millionrounds.com/workflow/automate-prescription-delivery-with-google-sheets-and-whatsa)
- [**Insert Notion database fields from a public URL with WhatsApp** 7 steps · Notion, WhatsApp](https://millionrounds.com/workflow/insert-notion-database-fields-from-a-public-url-with-whatsap)
- [**Multi-channel workflow error alerts with Telegram and Gmail** 7 steps · Discord, Gmail](https://millionrounds.com/workflow/multi-channel-workflow-error-alerts-with-telegram-and-gmail)
- [**Onboard new clients from e-sign webhooks with Airtable** 7 steps · Airtable, Gmail](https://millionrounds.com/workflow/onboard-new-clients-from-e-sign-webhooks-with-airtable)
- [**Send WhatsApp bulk messages from Google Sheets** 7 steps · Google Sheets, WhatsApp](https://millionrounds.com/workflow/send-whatsapp-bulk-messages-from-google-sheets)
- [**Send personalized WhatsApp templates triggered by KlickTipp** 7 steps · WhatsApp](https://millionrounds.com/workflow/send-personalized-whatsapp-templates-triggered-by-klicktipp)