Who is this workflow for? Streamline your sales process by automatically assigning new HubSpot deals to the appropriate sales representatives based on the company’s geographical region and employee size. This workflow eliminates manual assignment, ensuring efficiency and accuracy in deal distribution..

What does this workflow do?

  • Daily Trigger: The workflow runs once a day, initiating the deal assignment process.
  • Fetch Unassigned Deals: It retrieves all new deals in HubSpot that are currently unassigned.
  • Enrich Deal Information: For each unassigned deal, the workflow gathers additional details from the associated contact and their company, including region and employee count.
  • Evaluate Criteria:
  • Region Check: Determines the geographical region of the company.
  • Employee Size Assessment: Evaluates the company’s employee size.
  • Assign to Sales Rep: Based on the region and company size, the workflow assigns the deal to the most suitable sales representative within your team.
  • Update HubSpot: The deal is updated in HubSpot with the assigned sales rep, ensuring seamless integration and tracking.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automates the deal assignment process, reducing manual workload.
  • Consistency: Ensures deals are allocated based on predefined criteria, maintaining fairness and strategic alignment.
  • Scalability: Easily adapts to growing teams and expanding regions without additional manual effort.

👨‍💻 Who is This Workflow For?

Sales teams and CRM administrators who use HubSpot and want to optimize deal distribution based on specific criteria such as geographic location and company size. Ideal for businesses looking to enhance their sales operations and ensure that deals are handled by the most suitable representatives.

🎯 Use Cases

  1. Regional Sales Alignment: Assign deals to sales reps who specialize in particular geographic areas, ensuring local expertise and better client relationships.
  2. Company Size Segmentation: Distribute deals based on the employee count of the company, allowing reps to focus on small, medium, or large enterprises as per their expertise.
  3. Automated Workflow Management: Maintain an organized and efficient sales pipeline by automatically handling incoming deals without manual intervention.

TL;DR

This workflow automates the assignment of new HubSpot deals to the right sales representatives by evaluating the company’s region and employee size. By implementing this process, businesses can enhance the efficiency and effectiveness of their sales operations, ensuring that each deal is handled by the most appropriate team member.

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