{ "meta": { "instanceId": "257476b1ef58bf3cb6a46e65fac7ee34a53a5e1a8492d5c6e4da5f87c9b82833" }, "nodes": [ { "id": "e087fb9b-d299-441b-8508-a36a389acb0d", "name": "Schedule Trigger", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 820, 360 ], "parameters": { "rule": { "interval": [ { "daysInterval": 2, "triggerAtHour": 7 } ] } }, "typeVersion": 1.1 }, { "id": "5d272d3d-7b35-4ac3-8646-28d7136b3e5b", "name": "Get Deals", "type": "n8n-nodes-base.httpRequest", "position": [ 1020, 360 ], "parameters": { "url": "https://api.hubapi.com/crm/v3/objects/deals?properties=dealname,amount,hubspot_owner_id&associations=contacts", "options": {}, "authentication": "predefinedCredentialType", "nodeCredentialType": "hubspotOAuth2Api" }, "credentials": { "hubspotOAuth2Api": { "id": "WEONgGVHLYPjIE6k", "name": "HubSpot account" } }, "typeVersion": 4.1 }, { "id": "26862c28-fc42-41f5-9435-c69082282e8a", "name": "Get contact for deals", "type": "n8n-nodes-base.httpRequest", "position": [ 1600, 360 ], "parameters": { "url": "=https://api.hubapi.com/crm/v3/objects/contacts/{{ $json.associations.contacts.results[0].id }}?associations=company", "options": {}, "authentication": "predefinedCredentialType", "nodeCredentialType": "hubspotOAuth2Api" }, "credentials": { "hubspotOAuth2Api": { "id": "WEONgGVHLYPjIE6k", "name": "HubSpot account" } }, "typeVersion": 4.1 }, { "id": "d2281e4c-abaf-43da-9299-ea60eaf61d49", "name": "Unassigned Deals", "type": "n8n-nodes-base.filter", "position": [ 1420, 360 ], "parameters": { "options": {}, "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "2ad0a847-9729-4528-94d1-edf133f51c76", "operator": { "type": "string", "operation": "empty", "singleValue": true }, "leftValue": "={{ $json.properties.hubspot_owner_id }}", "rightValue": "" } ] } }, "typeVersion": 2 }, { "id": "aebd4001-6693-4b04-acc6-be27cb374f92", "name": "Split out deals", "type": "n8n-nodes-base.splitOut", "position": [ 1220, 360 ], "parameters": { "options": {}, "fieldToSplitOut": "results" }, "typeVersion": 1 }, { "id": "1aeb829d-7683-429f-b806-1e223111d0b0", "name": "Assign by Region", "type": "n8n-nodes-base.switch", "position": [ 2000, 360 ], "parameters": { "rules": { "values": [ { "outputKey": "US", "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.properties.country }}", "rightValue": "United States" } ] }, "renameOutput": true }, { "outputKey": "DE", "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "a6b1d56d-766e-44e1-9c8a-778205e67b6e", "operator": { "name": "filter.operator.equals", "type": "string", "operation": "equals" }, "leftValue": "={{ $json.properties.country }}", "rightValue": "Germany" } ] }, "renameOutput": true } ] }, "options": { "fallbackOutput": "extra" } }, "typeVersion": 3 }, { "id": "f795ab2e-14c8-4e7a-961e-035c877f627d", "name": "Assign deal to John", "type": "n8n-nodes-base.hubspot", "position": [ 2420, -440 ], "parameters": { "dealId": { "__rl": true, "mode": "id", "value": "={{ $('Unassigned Deals').item.json.id }}" }, "resource": "deal", "operation": "update", "updateFields": { "dealOwner": { "__rl": true, "mode": "list", "value": "" } }, "authentication": "oAuth2" }, "credentials": { "hubspotOAuth2Api": { "id": "WEONgGVHLYPjIE6k", "name": "HubSpot account" } }, "typeVersion": 2 }, { "id": "212cc657-88df-406e-856d-00a797ac39eb", "name": "Assign to Max", "type": "n8n-nodes-base.hubspot", "position": [ 2420, -260 ], "parameters": { "dealId": { "__rl": true, "mode": "id", "value": "={{ $('Unassigned Deals').item.json.id }}" }, "resource": "deal", "operation": "update", "updateFields": { "dealOwner": { "__rl": true, "mode": "list", "value": 1265816794, "cachedResultName": "niklas@n8n.io" } }, "authentication": "oAuth2" }, "credentials": { "hubspotOAuth2Api": { "id": "WEONgGVHLYPjIE6k", "name": "HubSpot account" } }, "typeVersion": 2 }, { "id": "7daef91a-051b-495a-9122-d737fff97c04", "name": "Assign to Eeden", "type": "n8n-nodes-base.hubspot", "position": [ 2420, -80 ], "parameters": { "dealId": { "__rl": true, "mode": "id", "value": "={{ $('Unassigned Deals').item.json.id }}" }, "resource": "deal", "operation": "update", "updateFields": { "dealOwner": { "__rl": true, "mode": "list", "value": 1265816794, "cachedResultName": "niklas@n8n.io" } }, "authentication": "oAuth2" }, "credentials": { "hubspotOAuth2Api": { "id": "WEONgGVHLYPjIE6k", "name": "HubSpot account" } }, "typeVersion": 2 }, { "id": "aa310e68-4056-44b6-8074-a26ce5d2d21a", "name": "Assign to Peter", "type": "n8n-nodes-base.hubspot", "position": [ 2220, 780 ], "parameters": { "dealId": { "__rl": true, "mode": "id", "value": "={{ $('Unassigned Deals').item.json.id }}" }, "resource": "deal", "operation": "update", "updateFields": { "dealOwner": { "__rl": true, "mode": "list", "value": 1265816794, "cachedResultName": "niklas@n8n.io" } }, "authentication": "oAuth2" }, "credentials": { "hubspotOAuth2Api": { "id": "WEONgGVHLYPjIE6k", "name": "HubSpot account" } }, "typeVersion": 2 }, { "id": "e538b71d-fb97-479f-8b78-9705347aed82", "name": "Get company of contact(s)", "type": "n8n-nodes-base.httpRequest", "position": [ 1800, 360 ], "parameters": { "url": "=https://api.hubapi.com/crm/v3/objects/companies/{{ $json.associations.companies.results[0].id }}?properties=name,domain,city,country,numberofemployees", "options": {}, "authentication": "predefinedCredentialType", "nodeCredentialType": "hubspotOAuth2Api" }, "credentials": { "hubspotOAuth2Api": { "id": "WEONgGVHLYPjIE6k", "name": "HubSpot account" } }, "typeVersion": 4.1 }, { "id": "a8722ed3-8d75-4aa0-9b14-101279007c51", "name": "Assign US deals by company size", "type": "n8n-nodes-base.switch", "position": [ 2220, -260 ], "parameters": { "rules": { "values": [ { "outputKey": "John", "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "operator": { "type": "number", "operation": "lte" }, "leftValue": "={{ $json.properties.numberofemployees }}", "rightValue": 50 } ] }, "renameOutput": true }, { "outputKey": "Max", "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "2f8e57b1-2fce-49b4-8bae-cf6b0164d1f0", "operator": { "type": "number", "operation": "lte" }, "leftValue": "={{ $json.properties.numberofemployees }}", "rightValue": 499 } ] }, "renameOutput": true }, { "outputKey": "Eeden", "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "4357fb25-fbe5-4b19-85df-62db07d4443b", "operator": { "type": "number", "operation": "gte" }, "leftValue": "={{ $json.properties.numberofemployees }}", "rightValue": 500 } ] }, "renameOutput": true } ] }, "options": { "looseTypeValidation": true } }, "typeVersion": 3 }, { "id": "3b71b6c3-fa4c-49a5-9670-347790bff24d", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ 440, 320 ], "parameters": { "color": 5, "width": 343.16392083375575, "height": 209.46215382440343, "content": "## Setup\n1. Add your **Hubspot** credentials\n2. Customize your criterias for assigning deals in the `Assign by Region` and the following `Assign` nodes\n3. Make sure deals are assigned to the right salesrep in the Hubspot nodes at the end\n4. Activate the workflow" }, "typeVersion": 1 }, { "id": "abb2a4d3-d636-4fca-b6ce-4e4f13601d11", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 820, 260 ], "parameters": { "color": 7, "width": 150, "height": 80, "content": "👇 You can adjust the interval here." }, "typeVersion": 1 }, { "id": "a4180a3b-4916-419d-aa6c-906660c7f2b7", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 1980, 260 ], "parameters": { "color": 5, "width": 150, "height": 80, "content": "👇 Adjust this to your needs" }, "typeVersion": 1 }, { "id": "0e11d724-62fe-4b3e-b324-b63704c3ae64", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 2160, -480 ], "parameters": { "color": 5, "width": 423.7165713477844, "height": 558.5236393851941, "content": "Adjust this and make sure the right people are assigned for the criteria" }, "typeVersion": 1 }, { "id": "e6aec357-5faa-468f-8e33-020f5e280731", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 2180, 140 ], "parameters": { "color": 5, "width": 423.7165713477844, "height": 558.5236393851941, "content": "Adjust this and make sure the right people are assigned for the criteria" }, "typeVersion": 1 }, { "id": "8c3a39ef-5263-4cc4-bbbe-54dfffde57b7", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ 2380, 780 ], "parameters": { "color": 7, "width": 175.43767910969322, "height": 105.43767910969324, "content": "👈 This is the fallback. You could also notify you on Slack or something instead" }, "typeVersion": 1 }, { "id": "76029d66-9719-4f05-beb9-4ad33e17dbfd", "name": "Assign deal to Edward", "type": "n8n-nodes-base.hubspot", "position": [ 2420, 180 ], "parameters": { "dealId": { "__rl": true, "mode": "id", "value": "={{ $('Unassigned Deals').item.json.id }}" }, "resource": "deal", "operation": "update", "updateFields": { "dealOwner": { "__rl": true, "mode": "list", "value": 1265816794, "cachedResultName": "niklas@n8n.io" } }, "authentication": "oAuth2" }, "credentials": { "hubspotOAuth2Api": { "id": "WEONgGVHLYPjIE6k", "name": "HubSpot account" } }, "typeVersion": 2 }, { "id": "ef86d907-d226-484f-ae72-70a58e9c8710", "name": "Assign to Michael", "type": "n8n-nodes-base.hubspot", "position": [ 2420, 360 ], "parameters": { "dealId": { "__rl": true, "mode": "id", "value": "={{ $('Unassigned Deals').item.json.id }}" }, "resource": "deal", "operation": "update", "updateFields": { "dealOwner": { "__rl": true, "mode": "list", "value": 1265816794, "cachedResultName": "niklas@n8n.io" } }, "authentication": "oAuth2" }, "credentials": { "hubspotOAuth2Api": { "id": "WEONgGVHLYPjIE6k", "name": "HubSpot account" } }, "typeVersion": 2 }, { "id": "cf2a5259-5cdb-441b-a2f0-2a0d84e1595a", "name": "Assign to Suka", "type": "n8n-nodes-base.hubspot", "position": [ 2420, 540 ], "parameters": { "dealId": { "__rl": true, "mode": "id", "value": "={{ $('Unassigned Deals').item.json.id }}" }, "resource": "deal", "operation": "update", "updateFields": { "dealOwner": { "__rl": true, "mode": "list", "value": 1265816794, "cachedResultName": "niklas@n8n.io" } }, "authentication": "oAuth2" }, "credentials": { "hubspotOAuth2Api": { "id": "WEONgGVHLYPjIE6k", "name": "HubSpot account" } }, "typeVersion": 2 }, { "id": "bcc1e859-f1b2-4a9f-ac65-d20380fdee89", "name": "Assign DE deals by company size", "type": "n8n-nodes-base.switch", "position": [ 2220, 360 ], "parameters": { "rules": { "values": [ { "outputKey": "Michael", "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "operator": { "type": "number", "operation": "lte" }, "leftValue": "={{ $json.properties.numberofemployees }}", "rightValue": 100000 } ] }, "renameOutput": true }, { "outputKey": "Suka", "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "2f8e57b1-2fce-49b4-8bae-cf6b0164d1f0", "operator": { "type": "number", "operation": "lte" }, "leftValue": "={{ $json.properties.numberofemployees }}", "rightValue": 499 } ] }, "renameOutput": true }, { "outputKey": "Eeden", "conditions": { "options": { "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "4357fb25-fbe5-4b19-85df-62db07d4443b", "operator": { "type": "number", "operation": "gte" }, "leftValue": "={{ $json.properties.numberofemployees }}", "rightValue": 500 } ] }, "renameOutput": true } ] }, "options": { "looseTypeValidation": true } }, "typeVersion": 3 } ], "pinData": { "Get Deals": [ { "results": [ { "id": "8978336453", "archived": false, "createdAt": "2023-09-19T16:45:21.309Z", "updatedAt": "2023-09-19T16:47:41.086Z", "properties": { "amount": "100", "dealname": "My test deal", "createdate": "2023-09-19T16:45:21.309Z", "hs_object_id": "8978336453", "hubspot_owner_id": "1265816794", "hs_lastmodifieddate": "2023-09-19T16:47:41.086Z" } }, { "id": "11043508927", "archived": false, "createdAt": "2024-02-22T10:10:54.184Z", "updatedAt": "2024-02-22T10:13:09.271Z", "properties": { "amount": "500", "dealname": "My n8n deal", "createdate": "2024-02-22T10:10:54.184Z", "hs_object_id": "11043508927", "hubspot_owner_id": "", "hs_lastmodifieddate": "2024-02-22T10:13:09.271Z" }, "associations": { "contacts": { "results": [ { "id": "1", "type": "deal_to_contact" } ] } } } ] } ], "Get contact for deals": [ { "id": "1", "archived": false, "createdAt": "2023-08-28T10:06:13.015Z", "updatedAt": "2024-02-22T10:56:31.742Z", "properties": { "email": "emailmaria@hubspot.com", "lastname": "Johnson (Sample Contact)", "firstname": "Maria", "createdate": "2023-08-28T10:06:13.015Z", "hs_object_id": "1", "lastmodifieddate": "2024-02-22T10:56:31.742Z" }, "associations": { "companies": { "results": [ { "id": "10209902291", "type": "contact_to_company" }, { "id": "10209902291", "type": "contact_to_company_unlabeled" } ] } } } ], "Get company of contact(s)": [ { "id": "10209902291", "archived": false, "createdAt": "2024-02-22T10:56:27.833Z", "updatedAt": "2024-02-22T10:56:32.390Z", "properties": { "city": "San Francisco", "name": "Stripe", "domain": "stripe.com", "country": "United States", "createdate": "2024-02-22T10:56:27.833Z", "hs_object_id": "10209902291", "numberofemployees": "10000", "hs_lastmodifieddate": "2024-02-22T10:56:32.390Z" } } ] }, "connections": { "Get Deals": { "main": [ [ { "node": "Split out deals", "type": "main", "index": 0 } ] ] }, "Split out deals": { "main": [ [ { "node": "Unassigned Deals", "type": "main", "index": 0 } ] ] }, "Assign by Region": { "main": [ [ { "node": "Assign US deals by company size", "type": "main", "index": 0 } ], [ { "node": "Assign DE deals by company size", "type": "main", "index": 0 } ], [ { "node": "Assign to Peter", "type": "main", "index": 0 } ] ] }, "Schedule Trigger": { "main": [ [ { "node": "Get Deals", "type": "main", "index": 0 } ] ] }, "Unassigned Deals": { "main": [ [ { "node": "Get contact for deals", "type": "main", "index": 0 } ] ] }, "Get contact for deals": { "main": [ [ { "node": "Get company of contact(s)", "type": "main", "index": 0 } ] ] }, "Get company of contact(s)": { "main": [ [ { "node": "Assign by Region", "type": "main", "index": 0 } ] ] }, "Assign DE deals by company size": { "main": [ [ { "node": "Assign deal to Edward", "type": "main", "index": 0 } ], [ { "node": "Assign to Michael", "type": "main", "index": 0 } ], [ { "node": "Assign to Suka", "type": "main", "index": 0 } ] ] }, "Assign US deals by company size": { "main": [ [ { "node": "Assign deal to John", "type": "main", "index": 0 } ], [ { "node": "Assign to Max", "type": "main", "index": 0 } ], [ { "node": "Assign to Eeden", "type": "main", "index": 0 } ] ] } } }