🤝 Sync HubSpot and Linear customers daily using Snowflake data

⚡ 14 views · 🤝 CRM & Sales Operations

Description

HubSpot → Linear Customers Sync

Keeps your Linear Customers list automatically in sync with HubSpot CRM data, using Snowflake as the data warehouse source.

Runs on a daily schedule and handles both creates and updates — only touching records where ARR or seat count has actually changed. No unnecessary API calls.

How it works

1. A Schedule Trigger fires daily at a configurable time
2. Snowflake is queried to retrieve all customer accounts with aggregated ARR and seat count from your CRM (e.g. Hubspot) product table
3. All existing Linear Customers are fetched via cursor-based pagination (250 records/page)
4. A matching step compares records using HubSpot COMPANY_ID as the Linear externalId, with a domain-based fallback for re-keyed accounts
5. Unmatched companies are created as new Linear Customers
6. Changed records (ARR or seats) are updated in Linear
7. A Slack notification is sent for every sync action

Setup

1. Add your Snowflake credential and adapt the SQL query to your schema
2. Connect your Linear API credential (requires Customer read + write permissions)
3. Set up a Slack Bot credential and update the target channel in the Slack node
4. Adjust the Schedule Trigger to your preferred sync time

Notes

• The Limit Snowflake (Testing) node is disabled by default — enable it during testing to cap the number of Snowflake rows processed
• Matching uses externalIds (HubSpot company ID) first, then falls back to domains
• Only records with changed revenue or size values trigger a Linear update

🔗 Nodes Used

HTTP Request, Slack, Snowflake, Schedule Trigger

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup