Deal pipeline export — HubSpot to Google Sheets in n8n

Create new workflow in n8n

Log into your n8n instance and click the '+' button to create a new workflow. Name it 'Daily Deal Pipeline Export' in the top-left field. Click 'Save' to store the workflow. You'll see an empty canvas with a 'Start' node already placed. This workflow will run on a schedule, so you won't need manual triggers.

Add schedule trigger node

Click the '+' button next to the Start node and search for 'Schedule Trigger'. Select it from the list. In the node settings, set Mode to 'Every Day' and Time to '08:00' (or your preferred morning time). Set Timezone to match your business location. This ensures the export runs every morning at the same time, giving your team fresh data to start the day.

Connect HubSpot node

Add a new node and search for 'HubSpot'. Choose the HubSpot node and set the Resource to 'Deal' and Operation to 'Get All'. Authenticate with your HubSpot account by clicking 'Create New Credential' and following the OAuth flow. Once connected, set 'Return All' to true. Then add a second HubSpot node after it — set Resource to 'Owner' and Operation to 'Get All'. This fetches the owner directory so you can resolve owner IDs to real names in the transform step.

Filter active deals only

Add a 'Filter' node after HubSpot. Set the condition to 'String' -> 'Equal' and configure it to filter where 'dealstage' does not equal 'closedwon' and does not equal 'closedlost'. You might need to add multiple conditions using 'Add Condition' depending on your deal stage names. This prevents closed deals from cluttering your daily export with historical data.

Transform and resolve owner names

Add a 'Code' node to clean up the HubSpot data. The deal API returns owner IDs like '12345' instead of names, and amounts as unformatted strings. Use the code snippet from the pro tip section below — it cross-references the Owners API response to output readable names like 'Sarah Johnson' and formats currency with dollar signs. Connect both the Deals and Owners HubSpot nodes as inputs to this Code node.

HubSpot returns owner IDs (like "12345") instead of names. This Code node cross-references the Owners API response to output readable names like "Sarah Johnson." You need a separate HubSpot node set to Resource: Owner, Operation: Get All before this step.

// Clean HubSpot deal data for Google Sheets
// Requires: HubSpot node (Get All Owners) run before this step
// Pass owner list as items[0] and deals as items[1], or merge them upstream

// Clean HubSpot deal data for Google Sheets
// Requires: HubSpot node (Get All Owners) run before this step
// Pass owner list as items[0] and deals as items[1], or merge them upstream

const ownerMap = {};
// Build owner lookup from the Owners API response
// If you passed owners through a Set node, adjust the path accordingly
const owners = items.filter(i => i.json.firstName);
owners.forEach(o => {
  ownerMap[o.json.id] = `${o.json.firstName} ${o.json.lastName}`;
});

const deals = items.filter(i => i.json.properties);
const cleanDeals = deals.map(deal => ({
  'Deal Name': deal.properties.dealname || 'Unnamed Deal',
  'Stage': deal.properties.dealstage
    ?.replace(/([a-z])([A-Z])/g, '$1 $2')
    .replace(/^./, str => str.toUpperCase()),
  'Amount': deal.properties.amount
    ? `$${parseFloat(deal.properties.amount).toLocaleString()}`
    : '$0',
  'Owner': ownerMap[deal.properties.hubspot_owner_id] || 'Unassigned'
}));

return cleanDeals.map(deal => ({ json: deal }));

Clear existing Google Sheet data

Add a 'Google Sheets' node and set Operation to 'Clear'. Select your target spreadsheet and worksheet name. Set Range to 'A2:Z1000' to clear old data but preserve your header row in row 1. This prevents duplicate entries from accumulating over time while keeping your column headers intact for easy reading.

Write headers to Google Sheet

Add another 'Google Sheets' node and set Operation to 'Append'. Configure it to write to range 'A1:D1' with values: 'Deal Name', 'Stage', 'Amount', 'Owner'. Set 'Value Input Mode' to 'Raw' and input the headers as a single row array. This ensures your export always has proper column labels even if you're starting with a blank sheet.

Write deal data to sheet

Add a final 'Google Sheets' node with Operation set to 'Append'. Connect it to receive data from your Code node. Set 'Value Input Mode' to 'Raw' and configure it to write the transformed deal data starting from row 2. The node will automatically write all deals as separate rows, creating a complete pipeline snapshot in your spreadsheet.

Configure error handling

Click on each node and go to Settings -> 'Continue on Error'. Enable this for all nodes except the final Google Sheets append. This way if HubSpot is temporarily unavailable, your workflow won't crash completely. Add an 'IF' node after HubSpot to check if data exists before proceeding to Google Sheets operations.

Test and activate workflow

Click 'Execute Workflow' to run a test. Check your Google Sheet to verify deals appear correctly with proper formatting. Review the execution log for any errors or warnings. Once confirmed working, toggle the 'Active' switch in the top-right to enable daily scheduled runs. The workflow will now export your deal pipeline every morning automatically.