AutomationFlowsWeb Scraping › Auto-assign Deals in Hubspot to Fitting Sales Reps Based on Geo and Company Size

Auto-assign Deals in Hubspot to Fitting Sales Reps Based on Geo and Company Size

ByNiklas Hatje @nik8n on n8n.io

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!

Cron / scheduled trigger★★★★☆ complexity22 nodesHTTP RequestHubSpot
Web Scraping Trigger: Cron / scheduled Nodes: 22 Complexity: ★★★★☆ Added:

This workflow corresponds to n8n.io template #2117 — we link there as the canonical source.

This workflow follows the HTTP Request → HubSpot recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "nodes": [
    {
      "id": "e087fb9b-d299-441b-8508-a36a389acb0d",
      "name": "Schedule Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        820,
        360
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "daysInterval": 2,
              "triggerAtHour": 7
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "5d272d3d-7b35-4ac3-8646-28d7136b3e5b",
      "name": "Get Deals",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1020,
        360
      ],
      "parameters": {
        "url": "https://api.hubapi.com/crm/v3/objects/deals?properties=dealname,amount,hubspot_owner_id&associations=contacts",
        "options": {},
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "hubspotOAuth2Api"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 4.1
    },
    {
      "id": "26862c28-fc42-41f5-9435-c69082282e8a",
      "name": "Get contact for deals",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1600,
        360
      ],
      "parameters": {
        "url": "=https://api.hubapi.com/crm/v3/objects/contacts/{{ $json.associations.contacts.results[0].id }}?associations=company",
        "options": {},
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "hubspotOAuth2Api"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 4.1
    },
    {
      "id": "d2281e4c-abaf-43da-9299-ea60eaf61d49",
      "name": "Unassigned Deals",
      "type": "n8n-nodes-base.filter",
      "position": [
        1420,
        360
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "2ad0a847-9729-4528-94d1-edf133f51c76",
              "operator": {
                "type": "string",
                "operation": "empty",
                "singleValue": true
              },
              "leftValue": "={{ $json.properties.hubspot_owner_id }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "aebd4001-6693-4b04-acc6-be27cb374f92",
      "name": "Split out deals",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        1220,
        360
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "results"
      },
      "typeVersion": 1
    },
    {
      "id": "1aeb829d-7683-429f-b806-1e223111d0b0",
      "name": "Assign by Region",
      "type": "n8n-nodes-base.switch",
      "position": [
        2000,
        360
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "outputKey": "US",
              "conditions": {
                "options": {
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.properties.country }}",
                    "rightValue": "United States"
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "DE",
              "conditions": {
                "options": {
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "a6b1d56d-766e-44e1-9c8a-778205e67b6e",
                    "operator": {
                      "name": "filter.operator.equals",
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.properties.country }}",
                    "rightValue": "Germany"
                  }
                ]
              },
              "renameOutput": true
            }
          ]
        },
        "options": {
          "fallbackOutput": "extra"
        }
      },
      "typeVersion": 3
    },
    {
      "id": "f795ab2e-14c8-4e7a-961e-035c877f627d",
      "name": "Assign deal to John",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2420,
        -440
      ],
      "parameters": {
        "dealId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Unassigned Deals').item.json.id }}"
        },
        "resource": "deal",
        "operation": "update",
        "updateFields": {
          "dealOwner": {
            "__rl": true,
            "mode": "list",
            "value": ""
          }
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "212cc657-88df-406e-856d-00a797ac39eb",
      "name": "Assign to Max",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2420,
        -260
      ],
      "parameters": {
        "dealId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Unassigned Deals').item.json.id }}"
        },
        "resource": "deal",
        "operation": "update",
        "updateFields": {
          "dealOwner": {
            "__rl": true,
            "mode": "list",
            "value": 1265816794,
            "cachedResultName": "user@example.com"
          }
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "7daef91a-051b-495a-9122-d737fff97c04",
      "name": "Assign to Eeden",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2420,
        -80
      ],
      "parameters": {
        "dealId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Unassigned Deals').item.json.id }}"
        },
        "resource": "deal",
        "operation": "update",
        "updateFields": {
          "dealOwner": {
            "__rl": true,
            "mode": "list",
            "value": 1265816794,
            "cachedResultName": "user@example.com"
          }
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "aa310e68-4056-44b6-8074-a26ce5d2d21a",
      "name": "Assign to Peter",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2220,
        780
      ],
      "parameters": {
        "dealId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Unassigned Deals').item.json.id }}"
        },
        "resource": "deal",
        "operation": "update",
        "updateFields": {
          "dealOwner": {
            "__rl": true,
            "mode": "list",
            "value": 1265816794,
            "cachedResultName": "user@example.com"
          }
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "e538b71d-fb97-479f-8b78-9705347aed82",
      "name": "Get company of contact(s)",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1800,
        360
      ],
      "parameters": {
        "url": "=https://api.hubapi.com/crm/v3/objects/companies/{{ $json.associations.companies.results[0].id }}?properties=name,domain,city,country,numberofemployees",
        "options": {},
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "hubspotOAuth2Api"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 4.1
    },
    {
      "id": "a8722ed3-8d75-4aa0-9b14-101279007c51",
      "name": "Assign US deals by company size",
      "type": "n8n-nodes-base.switch",
      "position": [
        2220,
        -260
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "outputKey": "John",
              "conditions": {
                "options": {
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "loose"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "operator": {
                      "type": "number",
                      "operation": "lte"
                    },
                    "leftValue": "={{ $json.properties.numberofemployees }}",
                    "rightValue": 50
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "Max",
              "conditions": {
                "options": {
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "loose"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "2f8e57b1-2fce-49b4-8bae-cf6b0164d1f0",
                    "operator": {
                      "type": "number",
                      "operation": "lte"
                    },
                    "leftValue": "={{ $json.properties.numberofemployees }}",
                    "rightValue": 499
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "Eeden",
              "conditions": {
                "options": {
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "loose"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "4357fb25-fbe5-4b19-85df-62db07d4443b",
                    "operator": {
                      "type": "number",
                      "operation": "gte"
                    },
                    "leftValue": "={{ $json.properties.numberofemployees }}",
                    "rightValue": 500
                  }
                ]
              },
              "renameOutput": true
            }
          ]
        },
        "options": {
          "looseTypeValidation": true
        }
      },
      "typeVersion": 3
    },
    {
      "id": "3b71b6c3-fa4c-49a5-9670-347790bff24d",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        440,
        320
      ],
      "parameters": {
        "color": 5,
        "width": 343.16392083375575,
        "height": 209.46215382440343,
        "content": "## Setup\n1. Add your **Hubspot** credentials\n2. Customize your criterias for assigning deals in the `Assign by Region` and the following `Assign` nodes\n3. Make sure deals are assigned to the right salesrep in the Hubspot nodes at the end\n4. Activate the workflow"
      },
      "typeVersion": 1
    },
    {
      "id": "abb2a4d3-d636-4fca-b6ce-4e4f13601d11",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        820,
        260
      ],
      "parameters": {
        "color": 7,
        "width": 150,
        "height": 80,
        "content": "\ud83d\udc47 You can adjust the interval here."
      },
      "typeVersion": 1
    },
    {
      "id": "a4180a3b-4916-419d-aa6c-906660c7f2b7",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1980,
        260
      ],
      "parameters": {
        "color": 5,
        "width": 150,
        "height": 80,
        "content": "\ud83d\udc47 Adjust this to your needs"
      },
      "typeVersion": 1
    },
    {
      "id": "0e11d724-62fe-4b3e-b324-b63704c3ae64",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2160,
        -480
      ],
      "parameters": {
        "color": 5,
        "width": 423.7165713477844,
        "height": 558.5236393851941,
        "content": "Adjust this and make sure the right people are assigned for the criteria"
      },
      "typeVersion": 1
    },
    {
      "id": "e6aec357-5faa-468f-8e33-020f5e280731",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2180,
        140
      ],
      "parameters": {
        "color": 5,
        "width": 423.7165713477844,
        "height": 558.5236393851941,
        "content": "Adjust this and make sure the right people are assigned for the criteria"
      },
      "typeVersion": 1
    },
    {
      "id": "8c3a39ef-5263-4cc4-bbbe-54dfffde57b7",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2380,
        780
      ],
      "parameters": {
        "color": 7,
        "width": 175.43767910969322,
        "height": 105.43767910969324,
        "content": "\ud83d\udc48 This is the fallback. You could also notify you on Slack or something instead"
      },
      "typeVersion": 1
    },
    {
      "id": "76029d66-9719-4f05-beb9-4ad33e17dbfd",
      "name": "Assign deal to Edward",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2420,
        180
      ],
      "parameters": {
        "dealId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Unassigned Deals').item.json.id }}"
        },
        "resource": "deal",
        "operation": "update",
        "updateFields": {
          "dealOwner": {
            "__rl": true,
            "mode": "list",
            "value": 1265816794,
            "cachedResultName": "user@example.com"
          }
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "ef86d907-d226-484f-ae72-70a58e9c8710",
      "name": "Assign to Michael",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2420,
        360
      ],
      "parameters": {
        "dealId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Unassigned Deals').item.json.id }}"
        },
        "resource": "deal",
        "operation": "update",
        "updateFields": {
          "dealOwner": {
            "__rl": true,
            "mode": "list",
            "value": 1265816794,
            "cachedResultName": "user@example.com"
          }
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "cf2a5259-5cdb-441b-a2f0-2a0d84e1595a",
      "name": "Assign to Suka",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        2420,
        540
      ],
      "parameters": {
        "dealId": {
          "__rl": true,
          "mode": "id",
          "value": "={{ $('Unassigned Deals').item.json.id }}"
        },
        "resource": "deal",
        "operation": "update",
        "updateFields": {
          "dealOwner": {
            "__rl": true,
            "mode": "list",
            "value": 1265816794,
            "cachedResultName": "user@example.com"
          }
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "hubspotOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "bcc1e859-f1b2-4a9f-ac65-d20380fdee89",
      "name": "Assign DE deals by company size",
      "type": "n8n-nodes-base.switch",
      "position": [
        2220,
        360
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "outputKey": "Michael",
              "conditions": {
                "options": {
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "loose"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "operator": {
                      "type": "number",
                      "operation": "lte"
                    },
                    "leftValue": "={{ $json.properties.numberofemployees }}",
                    "rightValue": 100000
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "Suka",
              "conditions": {
                "options": {
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "loose"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "2f8e57b1-2fce-49b4-8bae-cf6b0164d1f0",
                    "operator": {
                      "type": "number",
                      "operation": "lte"
                    },
                    "leftValue": "={{ $json.properties.numberofemployees }}",
                    "rightValue": 499
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "Eeden",
              "conditions": {
                "options": {
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "loose"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "4357fb25-fbe5-4b19-85df-62db07d4443b",
                    "operator": {
                      "type": "number",
                      "operation": "gte"
                    },
                    "leftValue": "={{ $json.properties.numberofemployees }}",
                    "rightValue": 500
                  }
                ]
              },
              "renameOutput": true
            }
          ]
        },
        "options": {
          "looseTypeValidation": true
        }
      },
      "typeVersion": 3
    }
  ],
  "connections": {
    "Get Deals": {
      "main": [
        [
          {
            "node": "Split out deals",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Split out deals": {
      "main": [
        [
          {
            "node": "Unassigned Deals",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Assign by Region": {
      "main": [
        [
          {
            "node": "Assign US deals by company size",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Assign DE deals by company size",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Assign to Peter",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "Get Deals",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Unassigned Deals": {
      "main": [
        [
          {
            "node": "Get contact for deals",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get contact for deals": {
      "main": [
        [
          {
            "node": "Get company of contact(s)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get company of contact(s)": {
      "main": [
        [
          {
            "node": "Assign by Region",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Assign DE deals by company size": {
      "main": [
        [
          {
            "node": "Assign deal to Edward",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Assign to Michael",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Assign to Suka",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Assign US deals by company size": {
      "main": [
        [
          {
            "node": "Assign deal to John",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Assign to Max",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Assign to Eeden",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

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About this workflow

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!

Source: https://n8n.io/workflows/2117/ — original creator credit. Request a take-down →

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