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HubSpot Deal Line Item Duplication and Notification Automation Workflow

This workflow automates the quick duplication of transaction item details on the HubSpot platform. When a deal is marked as "closed" and a related deal is created, the system automatically copies the item details to the new deal, reducing manual entry errors. Additionally, the team is instantly notified via Slack of the successful duplication, enhancing work efficiency and data consistency, making it suitable for sales teams and CRM administrators.

Workflow Diagram
HubSpot Deal Line Item Duplication and Notification Automation Workflow Workflow diagram

Workflow Name

HubSpot Deal Line Item Duplication and Notification Automation Workflow

Key Features and Highlights

This workflow automates the process on the HubSpot platform whereby, when a deal is marked as "Closed Won" and a related new deal is created, all line items from the closed deal are automatically copied to the new deal. This significantly reduces manual data entry efforts. Simultaneously, it sends an automated Slack notification to promptly inform the team of the successful duplication.

Core Problem Addressed

Traditionally, sales personnel manually copy line items from a closed deal to a newly created deal, a tedious process prone to errors. This workflow automates the duplication, ensuring data consistency and improving operational efficiency while minimizing human mistakes.

Use Cases

  • Sales teams managing customer deals in HubSpot who need to quickly replicate line items from closed deals to new deals
  • Organizations seeking to automate repetitive tasks and enhance data accuracy
  • Teams wanting real-time Slack notifications to monitor the status of duplication operations for better collaboration

Main Process Steps

  1. Trigger: Receive the closed deal ID and new deal ID from a HubSpot workflow via Webhook
  2. Parse Deal IDs: Extract the "Closed Deal ID" and "New Deal ID"
  3. Retrieve Closed Deal Line Items: Use HubSpot API to batch fetch all line items associated with the closed deal
  4. Extract Product SKUs: Obtain SKU information from the line items
  5. Fetch Product Details: Batch query detailed product attributes (e.g., price, billing frequency) based on SKUs
  6. Create New Line Items and Associate with New Deal: Batch create new line items using the fetched product details and link them to the new deal
  7. Send Slack Notification: Post a success message with deal links to a designated Slack channel

Involved Systems and Services

  • HubSpot CRM: Access deal and line item data via API, create new line items
  • Slack: Deliver automated notification messages
  • n8n Automation Platform: Build and execute the entire workflow logic
  • Webhook: Serve as the workflow trigger entry point, receiving data pushed from HubSpot workflows

Target Users and Value Proposition

  • HubSpot users, especially sales teams and CRM administrators
  • Enterprises aiming to improve sales order processing efficiency and reduce manual data duplication errors
  • Teams seeking cross-system data synchronization and notification through automation integration
  • Business process designers and automation engineers looking to simplify post-deal operations within HubSpot

This workflow enables enterprises to automate internal deal data duplication within HubSpot, effectively enhancing sales management efficiency and team collaboration, demonstrating the significant value of low-code automation in optimizing business processes.