Sales teams often need to copy products from a closed deal to a new deal. This setup moves all line items from the won deal to the new record and confirms the result in Slack. It saves time and keeps pricing details consistent for renewals and upsells.

It starts with a webhook call from your CRM workflow that passes two IDs, the won deal and the new deal. n8n reads those values, finds the line items linked to the won deal, and pulls their SKUs in a single batch. Using those SKUs, it fetches the matching products and creates the same items on the new deal with one batch create call. A Slack message then posts links to the workflow and the deal so your team can verify in seconds. Batch requests keep API calls low and speed up processing even when many items are present.

You will need a HubSpot private app token set in n8n and a Slack connection with access to your channel. Configure your HubSpot workflow to send the webhook with deal_id_won and deal_id_create, then run a test to confirm items are cloned. Expect minutes of manual work per deal reduced to seconds, better accuracy on pricing, and faster handoffs for renewals, duplicates, and new regions.

• Webhook trigger receives deal_id_won and deal_id_create from a HubSpot workflow.
• Set node maps the two deal IDs for use in later steps.
• Batch association read pulls line item IDs linked to the won deal.
• Batch line item read returns SKUs and names for all items.
• Batch product read matches products by SKU to get product IDs.
• Batch create builds new line items and links them to the new deal.
• Slack node posts a success message to a selected channel with links.
• All HubSpot calls use a secure private app token credential.

• Reduce manual copy time from 15 minutes to 1 minute
• Automate 100 percent of item transfers between deals
• Improve pricing accuracy by up to 90 percent by removing reentry
• Handle hundreds of items with fast batch requests
• Connect HubSpot and Slack for instant team updates

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with HubSpot and Slack. See the Tools Required section above for links to create accounts with these services.
3. In the n8n credentials manager, create a HubSpot App Token credential. In HubSpot, create a Private App, copy the token, and paste it into the credential. Name it clearly, then save.
4. Double click each HTTP Request node and select your HubSpot App Token credential in the 'Credential to connect with' dropdown. If unsure, click Create new credential and follow the on screen steps.
5. In the n8n credentials manager, create a Slack credential. Use the OAuth option and follow the prompts to approve your workspace. Name it clearly and save.
6. Open the Slack node in the workflow and pick your Slack credential. Choose the target channel by ID or name.
7. Copy the Production Webhook URL from the Webhook trigger node. Keep it handy for your HubSpot workflow.
8. In HubSpot, build a Deal workflow that runs when a deal is marked won. Add steps to create the new deal if needed. Add a Send a webhook action that calls the n8n Webhook URL with the GET method and two query parameters: deal_id_won set to the current deal ID and deal_id_create set to the new deal ID.
9. Ensure your HubSpot Private App has scopes for CRM objects including deals, line items, products, and associations. If you see 401 or 403 errors, update scopes and rotate the token.
10. Run a test: enroll a sample deal, let the HubSpot workflow fire, then watch the n8n execution. Confirm the new deal shows the same line items and check Slack for the success message.
11. Troubleshoot common issues: if no items appear, confirm the won deal actually has line items and SKUs; if SKUs do not match products, update product records; if Slack does not post, verify the channel permission and channel ID.