Auto-assign deals in Hubspot to fitting sales reps based on geo and company size
n8n template #2117Summary
Use templateUse case To guarantee an effective sales process deals must be distributed between sales reps in the best way. Normally, this involves manually assigning new deals that have come in. This workflow automates it for you! What this workflow does This workflow runs once a day and checks for unassigned deals in your Hubspot CRM. Once it finds one, it enriches the deal with information about the assigned contact and their company. It then checks the region of the assigned company before looking at the company's employee size. Based on this, it assigns the deal to the right sales rep within your company. Requirements New deals in Hubspot need to be unassigned in the beginning New deals have to have
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Prompt
Help me set up the n8n workflow "Auto-assign deals in Hubspot to fitting sales reps based on geo and company size" (https://n8n.io/workflows/2117). It uses: HTTP Request, HubSpot. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.
Paste into Claude Code and it will do the rest.
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