🤝 Replicate line items on new deal in HubSpot and notify with Slack

⚡ 1,326 views · 🤝 CRM & Sales Operations

Description

Replicate Line Items on New Deal in HubSpot Workflow

Use Case

This workflow solves the problem of manually copying line items from one deal to another in HubSpot, reducing manual work and minimizing errors.

What this workflow does

• Triggers upon receiving a webhook with deal IDs.
• Retrieves the IDs of the won and created deals.
• Fetches line items associated with the won deal.
• Extracts product SKUs from the retrieved line items.
• Fetches product details based on SKUs.
• Creates new line items for the created deal and associates them.
• Sends a Slack notification with success details.

Step up steps

1. Create a HubSpot Deal Workflow 1.1 Set up your trigger (ex: when deal stage = Won) 1.2 Add step : Create Record (deal) 1.3 Add Step : Send webhook. The webhook should be a Get to your n8n first trigger. Set two query parameter :
   • deal_id_won as the Record ID of the deal triggering the HubSpot Workflow
   • deal_id_create as the Record ID of the deal created above. Click Insert Data -> The created object
2. Set up your HubSpot App token in HubSpot -> Settings -> Integration -> Private Apps
3. Set up your HubSpot Token integration using the predefined model.
4. Set up your Slack connection
5. Add an error Workflow to monitor errors

🔗 Nodes Used

HTTP Request, Slack, Webhook

📥 Import

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

📖 Importing guide · 🔑 Credential setup