HubSpot New Deal to Slack and Airtable Workflow

This n8n workflow automates the process of notifying a Slack channel and logging new deals in Airtable whenever a new deal is created in HubSpot. It also includes a conditional check to ensure only "Closed Won" deals are processed for a Google Slides update (though the Google Slides node is not fully connected in the provided JSON).

What it does

This workflow streamlines the communication and data logging for new HubSpot deals:

1. Monitors HubSpot for New Deals: It triggers whenever a new deal is created in HubSpot.
2. Formats Deal Data: It prepares the relevant deal information for subsequent actions.
3. Notifies Slack Channel: It sends a message to a specified Slack channel with details of the new deal.
4. Logs to Airtable: It creates a new record in an Airtable base with the deal's information.
5. Conditionally Processes "Closed Won" Deals: It checks if the new deal's stage is "Closed Won".
   • If "Closed Won", it would ideally update a Google Slides presentation (though this part of the workflow is currently disconnected).

Prerequisites/Requirements

To use this workflow, you will need:

• HubSpot Account: With API access for the HubSpot Trigger node.
• Slack Account: With a Slack App/Bot configured to post messages to a channel.
• Airtable Account: With an Airtable Base and Table set up to receive deal data.
• n8n Instance: To host and run the workflow.
• (Optional) Google Slides Account: If you intend to connect and utilize the Google Slides node for "Closed Won" deals.

Setup/Usage

1. Import the Workflow:
   • Copy the provided JSON code.
   • In your n8n instance, go to "Workflows" and click "New".
   • Click the "Import from JSON" button and paste the workflow JSON.
2. Configure Credentials:
   • HubSpot Trigger (Node 303): Set up your HubSpot API credentials.
   • Slack (Node 40): Set up your Slack API credentials (usually a Bot User OAuth Token).
   • Airtable (Node 2): Set up your Airtable API credentials.
   • (Optional) Google Slides (Node 478): If you plan to use it, set up your Google Sheets/Slides API credentials.
3. Configure Nodes:
   • HubSpot Trigger (Node 303): Ensure it's configured to listen for "Deal" object type and "Deal created" event.
   • Edit Fields (Node 38): This node is used for data transformation. Review its configuration to ensure it extracts and formats the HubSpot deal data as needed for Slack and Airtable. You might want to map specific HubSpot deal properties to new field names or combine them.
   • Slack (Node 40):
     • Specify the Channel ID where notifications should be posted.
     • Customize the Text message to include relevant deal details using expressions (e.g., New deal created: {{ $json.dealName }} for {{ $json.companyName }}).
   • Airtable (Node 2):
     • Select your Base ID and Table Name.
     • Map the fields from the previous "Edit Fields" node to the corresponding columns in your Airtable table.
   • Switch (Node 112): This node checks the deal stage. Ensure the condition accurately targets "Closed Won" deals using the correct HubSpot property name (e.g., {{ $json.dealStage === 'Closed Won' }}).
   • (Optional) Google Slides (Node 478): If you connect this node, configure it to update your desired Google Slides presentation with information from "Closed Won" deals.
4. Activate the Workflow: Once all credentials and node settings are configured, activate the workflow in n8n.

Now, whenever a new deal is created in HubSpot, this workflow will automatically post a notification to Slack and add a record to Airtable. "Closed Won" deals will also be routed for further processing.