Auto-assign deals in Hubspot to fitting sales reps based on geo and company size

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Use 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 ...

Best for

CRM automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.scheduletrigger, n8n-nodes-base.httprequest, n8n-nodes-base.filter, n8n-nodes-base.splitout, n8n-nodes-base.switch, n8n-nodes-base.hubspot, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Niklas Hatje.

Original n8n.io source

1.1 Workflow description

Title: Auto-assign deals in Hubspot to fitting sales reps based on geo and company size
Workflow name: Auto-assign deals in Hubspot to fitting sales reps based on geo and company size

Use 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 an attached contact that has an attached company in Hubspot
The company needs to have values for region and employee count in Hubspot

Setup

The setup is quite straight forward and will probably take a few minutes only.

Add your Hubspot credentials
Customize your criterias for assigning deals in the Assign by Region and the following Assign nodes
Make sure deals are assigned to the right salesrep in the Hubspot nodes at the end
Activate the workflow

Customizing this to your needs

Adjust the trigger interval to your needs. Currently, it defaults to once a day
Adjust your region settings by adding/updating/removing options in the respective node
Adjust your employee size settings by adding/updating/removing options in the respective node

Ideas to enhance this flow

Wrap each region's assigned criteria into different sub-workflows for easier maintainability. This will not consume additional execution counts.
Add more logic on what happens once a deal does not match any criteria you've set

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Schedule Trigger

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.1

Block 2 - Get Deals

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.1

Block 3 - Get contact for deals

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.1

Block 4 - Unassigned Deals

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 2

Block 5 - Split out deals

Type / Role: n8n-nodes-base.splitOut - splitOut
Config choices: Version 1

Block 6 - Assign by Region

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3

Block 7 - Assign deal to John

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2

Block 8 - Assign to Max

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2

Block 9 - Assign to Eeden

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2

Block 10 - Assign to Peter

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2

Block 11 - Get company of contact(s)

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.1

Block 12 - Assign US deals by company size

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3

Block 13 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 14 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 15 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 16 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 17 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 18 - Sticky Note5

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 19 - Assign deal to Edward

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2

Block 20 - Assign to Michael

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2

Block 21 - Assign to Suka

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2

Block 22 - Assign DE deals by company size

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3

3. Summary Table

Workflow	Auto-assign deals in Hubspot to fitting sales reps based on geo and company size
Complexity	advanced
Nodes	22
Categories	CRM
Author	Niklas Hatje
Published	22 Feb 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2117/2117.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows

Frequently asked questions

What does Auto-assign deals in Hubspot to fitting sales reps based on geo and company size do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM use case.

Niklas Hatje

13 workflows

Nodes

n8n-nodes-base.scheduletrigger n8n-nodes-base.httprequest n8n-nodes-base.filter n8n-nodes-base.splitout n8n-nodes-base.switch n8n-nodes-base.hubspot n8n-nodes-base.stickynote

Complexity

advanced

Published 22 Feb 2024

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/2117/2117.json

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Auto-assign deals in Hubspot to fitting sales reps based on geo and company size

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Use case

What this workflow does

Requirements

Setup

Customizing this to your needs

Ideas to enhance this flow

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Schedule Trigger

Block 2 - Get Deals

Block 3 - Get contact for deals

Block 4 - Unassigned Deals

Block 5 - Split out deals

Block 6 - Assign by Region

Block 7 - Assign deal to John

Block 8 - Assign to Max

Block 9 - Assign to Eeden

Block 10 - Assign to Peter

Block 11 - Get company of contact(s)

Block 12 - Assign US deals by company size

Block 13 - Sticky Note

Block 14 - Sticky Note1

Block 15 - Sticky Note2

Block 16 - Sticky Note3

Block 17 - Sticky Note4

Block 18 - Sticky Note5

Block 19 - Assign deal to Edward

Block 20 - Assign to Michael

Block 21 - Assign to Suka

Block 22 - Assign DE deals by company size

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions