CRM - Escalation Sync

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 →

{
  "id": "crm-poc",
  "name": "CRM - Escalation Sync",
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "nodes": [
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "minutes",
              "minutesInterval": 10
            }
          ]
        }
      },
      "id": "508ab3df-9dbf-4415-be88-7eef26926b22",
      "name": "Schedule Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [
        240,
        304
      ]
    },
    {
      "parameters": {
        "operation": "executeQuery",
        "query": "SELECT id, actor, action, reason, created_at FROM audit_log WHERE source='inbox' AND status='escalated' AND synced_to_crm = false ORDER BY created_at ASC LIMIT 20",
        "options": {}
      },
      "id": "1a305b25-d36c-455a-a8a4-8d2a0b79c354",
      "name": "Find New Escalations",
      "type": "n8n-nodes-base.postgres",
      "typeVersion": 2.6,
      "position": [
        464,
        304
      ],
      "credentials": {
        "postgres": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "authentication": "appToken",
        "email": "={{ $json.actor }}",
        "additionalFields": {
          "firstName": "={{ $json.actor.split('@')[0] }}"
        },
        "options": {}
      },
      "id": "de3ec11f-3b66-4ab0-a9bb-f89fcbca06f4",
      "name": "Upsert Contact",
      "type": "n8n-nodes-base.hubspot",
      "typeVersion": 2.2,
      "position": [
        688,
        304
      ],
      "credentials": {
        "hubspotAppToken": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "authentication": "appToken",
        "resource": "deal",
        "stage": "4052870883",
        "additionalFields": {
          "associatedVids": "={{ [$json.vid] }}",
          "closeDate": "={{ $now.plus({ hours: 24 }).toISO() }}",
          "dealName": "={{ 'Follow up: ' + $('Find New Escalations').item.json.action }}",
          "pipeline": "default"
        }
      },
      "id": "b9d082cf-ae2f-4553-aac5-9777b9a6d037",
      "name": "Create Deal",
      "type": "n8n-nodes-base.hubspot",
      "typeVersion": 2.2,
      "position": [
        912,
        304
      ],
      "credentials": {
        "hubspotAppToken": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "executeQuery",
        "query": "UPDATE audit_log SET synced_to_crm = true, crm_contact_id = $1, crm_task_id = $2 WHERE id = $3",
        "options": {
          "queryReplacement": "={{ [$('Upsert Contact').item.json.vid, $json.dealId, $('Find New Escalations').item.json.id] }}"
        }
      },
      "id": "8a01f3bd-3b82-4ce5-938e-ab51272dd513",
      "name": "Mark Synced",
      "type": "n8n-nodes-base.postgres",
      "typeVersion": 2.6,
      "position": [
        1120,
        304
      ],
      "credentials": {
        "postgres": {
          "name": "<your credential>"
        }
      }
    }
  ],
  "connections": {
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "Find New Escalations",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Find New Escalations": {
      "main": [
        [
          {
            "node": "Upsert Contact",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Upsert Contact": {
      "main": [
        [
          {
            "node": "Create Deal",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create Deal": {
      "main": [
        [
          {
            "node": "Mark Synced",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• hubspotAppToken
• postgres

About this workflow

CRM - Escalation Sync. Uses postgres, hubspot. Scheduled trigger; 5 nodes.

Source: https://github.com/JamesSoria/n8n-automation-poc/blob/main/n8n-workflows/crm-escalation-sync.json — original creator credit. Request a take-down →

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