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

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Important notice

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

1. Workflow Overview

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 minimizin...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.set, n8n-nodes-base.httprequest, n8n-nodes-base.slack, n8n-nodes-base.stickynote, n8n-nodes-base.webhook

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Replicate line items on new deal in HubSpot and notify with Slack
Workflow name: Replicate line items on new deal in HubSpot and notify with Slack

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

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
Set up your HubSpot App token in HubSpot -> Settings -> Integration -> Private Apps
Set up your HubSpot Token integration using the predefined model.
Set up your Slack connection
Add an error Workflow to monitor errors

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 - Retrieve deals Ids

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 2 - Get deal won line items

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 3 - Slack

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.2

Block 4 - Get batch SKUs from line items

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 5 - Get Batch Product IDs by SKUs

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 6 - Create Batch line items based on productId and associate to deals

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 7 - Sticky Note

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

Block 8 - Sticky Note1

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

Block 9 - Sticky Note2

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

Block 10 - Sticky Note3

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

Block 11 - Webhook

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

3. Summary Table

Workflow	Replicate line items on new deal in HubSpot and notify with Slack
Complexity	intermediate
Nodes	11
Categories	CRM
Author	Arnaud MARIE
Published	26 Jul 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2367/2367.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 Replicate line items on new deal in HubSpot and notify with Slack 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.

Arnaud MARIE

2 workflows

Nodes

n8n-nodes-base.set n8n-nodes-base.httprequest n8n-nodes-base.slack n8n-nodes-base.stickynote n8n-nodes-base.webhook

Complexity

intermediate

Published 26 Jul 2024

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/2367/2367.json

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

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Replicate Line Items on New Deal in HubSpot Workflow

Use Case

What this workflow does

Step up steps

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Retrieve deals Ids

Block 2 - Get deal won line items

Block 3 - Slack

Block 4 - Get batch SKUs from line items

Block 5 - Get Batch Product IDs by SKUs

Block 6 - Create Batch line items based on productId and associate to deals

Block 7 - Sticky Note

Block 8 - Sticky Note1

Block 9 - Sticky Note2

Block 10 - Sticky Note3

Block 11 - Webhook

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