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Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Assign Unassigned HubSpot Deals by Region

On a schedule, it finds HubSpot deals without an owner, checks the contact's region and assigns each deal to the right sales owner.

What it does

# Scheduletrigger Workflow ## Overview Automated workflow: Scheduletrigger Workflow. This workflow integrates 8 different services: filter, httpRequest, stickyNote, hubspot, scheduleTrigger. It contains 28 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 28 - Node Types: 8 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Schedule Trigger: scheduleTrigger - Get Deals: httpRequest - Get contact for deals: httpRequest - Unassigned Deals: filter - Split out deals: splitOut - Assign by Region: switch - Assign deal to John: hubspot - Assign to Max: hubspot - Assign to Eeden: hubspot - Assign to Peter: hubspot - ... and 18 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible

The steps

  1. Schedule Trigger
  2. Get Deals
  3. Get contact for deals
  4. Unassigned Deals
  5. Split out deals
  6. Assign by Region
  7. Assign deal to John
  8. Assign to Max
  9. Assign to Eeden
  10. Assign to Peter
  11. Get company of contact(s)
  12. Assign US deals by company size
  13. Assign deal to Edward
  14. Assign to Michael

44 steps in total.

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