n8n Workflow: Auto-Assign Deals in HubSpot to Fitting Sales Reps Based on Geo and Company Size

This n8n workflow automates the assignment of HubSpot deals to the most suitable sales representatives. It intelligently routes deals by first enriching company data with geographical information (country) and then applying a series of filters based on the company's country and size to assign the deal to the correct sales rep.

What it does

This workflow streamlines the deal assignment process by:

1. Triggering on a Schedule: The workflow is initiated at predefined intervals (e.g., daily, hourly) to check for new deals.
2. Fetching HubSpot Deals: It retrieves a list of deals from HubSpot.
3. Splitting Out Deals: Each deal is processed individually to allow for granular data enrichment and filtering.
4. Enriching Company Data: For each deal, it fetches the associated company's details and then uses an external HTTP request to enrich the company data, specifically extracting the country information.
5. Filtering by Country: It then filters deals based on the identified country, directing them down different paths for specific regions (e.g., "Germany", "Europe", "USA").
6. Filtering by Company Size: Within each country/region path, it further filters deals based on company size (e.g., "Small", "Medium", "Large").
7. Assigning to Sales Reps: Finally, it updates the HubSpot deal, assigning it to the appropriate sales representative based on the combined country and company size criteria.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running instance of n8n.
• HubSpot Account: Configured with credentials in n8n.
• External API for Geo-enrichment: An API endpoint that can take company information and return geographical data (specifically, the country). This is represented by the "HTTP Request" node. You will need to configure its URL and any necessary authentication.

Setup/Usage

1. Import the Workflow:
   • Copy the provided JSON code.
   • In your n8n instance, click "New Workflow".
   • Go to "File" > "Import from JSON" and paste the code.
2. Configure Credentials:
   • Set up your HubSpot API credentials in n8n if you haven't already.
   • Update the "HubSpot" nodes to use your configured HubSpot credential.
3. Configure HTTP Request Node:
   • Locate the "HTTP Request" node.
   • Update the URL and any headers or body parameters to match the external API you are using for geographical data enrichment.
4. Configure Filter and Switch Nodes:
   • Review the "Filter" and "Switch" nodes to ensure the logic for country and company size matches your sales team's assignment rules.
   • Adjust the conditions (e.g., country names, company size ranges) as needed.
5. Configure HubSpot Update Nodes:
   • For each "HubSpot" node responsible for updating a deal, ensure the "Owner" property is set to the correct sales representative's ID or name based on the preceding filters.
6. Activate the Workflow: Once configured, activate the workflow to start the automated deal assignment process.
7. Adjust Schedule: Modify the "Schedule Trigger" node to define how often you want the workflow to run (e.g., every 15 minutes, once a day).