Schedule Trigger Automate

Automated workflow for HubSpot that schedules deal assignments every 2 days at 7 AM. It filters unassigned deals, retrieves associated contacts and companies, and intelligently assigns deals based on region and company size, ensuring efficient distribution among sales representatives.

7/8/2025
22 nodes
Complex
schedulecomplexschedule triggerfiltersplitouthubspotsticky noteautomationadvancedcronapiintegrationlogicrouting
Categories:
Schedule TriggeredComplex WorkflowCRM & Sales
Integrations:
Schedule TriggerFilterSplitOutHubspotSticky Note

Target Audience

This workflow is ideal for:
- Sales Teams: Professionals looking to automate the assignment of deals based on specific criteria, ensuring that leads are handled efficiently.
- Sales Managers: Individuals responsible for overseeing deal assignments and ensuring that the right sales representatives are engaged with the right deals.
- Marketing Teams: Teams that want to track and manage leads effectively by integrating with HubSpot, allowing for better lead nurturing and follow-up.
- Business Analysts: Those who need to analyze sales data and performance metrics, benefiting from automated data retrieval and processing.

Problem Solved

This workflow addresses the challenge of manually assigning deals to sales representatives based on multiple criteria such as region and company size. It automates the process, ensuring that:
- Unassigned Deals are promptly allocated to the appropriate sales reps.
- Regional Assignments are respected, ensuring that sales reps are working leads within their geographical area.
- Company Size is taken into account, allowing for tailored sales strategies based on the size of the company, thus improving conversion rates.

Workflow Steps

  • Scheduled Trigger: The workflow is initiated every 2 days at 7 AM, ensuring regular updates and assignments.
    2. Get Deals: Retrieves all deals from HubSpot with specific properties (name, amount, owner).
    3. Filter Unassigned Deals: Filters out deals that currently have no owner assigned, focusing only on those that need attention.
    4. Split Out Deals: Divides the deals into individual items for processing.
    5. Get Contact for Deals: For each unassigned deal, retrieves the associated contact information.
    6. Get Company of Contact(s): Fetches company details for the associated contacts, including size and location.
    7. Assign by Region: Determines the appropriate sales rep based on the country of the deal.
    8. Assign Deals by Company Size: Further refines assignment based on the size of the company, ensuring that each deal is assigned to the most suitable sales rep.
    9. Update Deal Owner: Each deal is updated in HubSpot with the assigned sales representative, ensuring accurate tracking and follow-up.

    • Customization Guide

    Users can customize this workflow by:
    - Adjusting the Schedule: Modify the trigger to run more or less frequently by changing the interval settings.
    - Changing Assignment Criteria: Update the conditions in the Assign by Region and Assign Deals by Company Size nodes to reflect specific business needs or to include additional regions or company size brackets.
    - Modifying HubSpot API Requests: Alter the API endpoints or parameters in the HTTP Request nodes to fetch different data or properties from HubSpot.
    - Adding Additional Logic: Incorporate more filtering, branching, or notification nodes to enhance the workflow's capabilities, such as sending alerts when a deal is assigned.