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Automated Deal Assignment to HubSpot Reps

Original n8n title: Splitout Schedule (http Request) #3

Splitout Schedule. Uses scheduleTrigger, httpRequest, splitOut, hubspot. Scheduled trigger; 22 nodes.

Cron / scheduled trigger★★★★☆ complexity22 nodesHTTP RequestHubSpot
Data & Sheets Trigger: Cron / scheduled Nodes: 22 Complexity: ★★★★☆ Added:

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": "niklas@n8n.io"
          }
        },
        "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": "niklas@n8n.io"
          }
        },
        "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": "niklas@n8n.io"
          }
        },
        "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": "niklas@n8n.io"
          }
        },
        "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": "niklas@n8n.io"
          }
        },
        "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": "niklas@n8n.io"
          }
        },
        "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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How this works

This workflow automates the assignment of unassigned sales deals to regional team members, ensuring faster follow-up and balanced workloads without manual intervention. It's ideal for sales teams using HubSpot who handle leads from multiple regions, saving hours of administrative time each week. The key step involves fetching recent deals via HTTP requests, filtering unassigned ones, and then using the SplitOut node to route them to specific HubSpot contacts like John or Max based on geographic criteria.

Use this workflow when you have a steady influx of deals needing prompt regional assignment, such as in growing B2B sales operations integrated with HubSpot. Avoid it for very small teams with fewer than 50 monthly deals, where manual review might suffice, or if your regions require more complex logic beyond simple switches. Common variations include adding email notifications after assignment or expanding the switch node to cover additional territories and assignees.

About this workflow

Splitout Schedule. Uses scheduleTrigger, httpRequest, splitOut, hubspot. Scheduled trigger; 22 nodes.

Source: https://github.com/Zie619/n8n-workflows — original creator credit. Request a take-down →

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