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Keep a live sales dashboard without touching HubSpot every morning

Pull fresh deal data out of HubSpot on a schedule, enrich it with quick company research, and refresh a Google Sheets dashboard your team already checks.

35 minIntermediate12 steps
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What this looks like

One step on screen at a time. Read it, do it, tap Next.

Keep a live sales dashboard without touching HubSpot every morning

Step 1 of 12

01 / 12Schedule Trigger

Trigger on a schedule

Create a workflow and add a Schedule Trigger running every hour during your working day. A live-feeling dashboard doesn't need to update every minute — hourly is plenty for pipeline data.

Checkpoint

A Schedule Trigger sits on the canvas set to run hourly.

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Before you begin

Tick these off as you sort them. Stopping halfway to create an account is how a fifteen-minute build becomes an hour.

0 of 8 ready

Ticks are saved on this device, so you can come back to them.

  • Account

    You need at least one active pipeline with real or test deals so there is something to sync.

  • Credential

    Set this up with read access to deals, companies and contacts before building the workflow.

    HubSpot private apps
  • API keyOptional

    Used to pull a short public summary of each company from their website for extra dashboard context.

  • Have ready

    Columns: DealName, Company, Stage, Amount, CloseDate, Owner, Summary. Consider a separate tab with pivot charts reading from this raw data tab.

  • Know-how

    You'll reference these directly in a filter step, so copy them exactly as HubSpot spells them.

  • Time

    The HubSpot and Sheets parts are quick; most of the time goes into deciding what the dashboard should actually show.

The basics — ticked once, remembered everywhere

  • Account

    Either the hosted version or a self-hosted install. Everything here works the same on both — the only visible difference is the shape of your webhook URLs.

    Create a workspace
  • Know-how

    Adding a node, connecting two of them, and pressing Execute. If any of that is new, the free primer covers it in about ten minutes.

  • Credential

    You will paste at least one secret during setup. A password manager beats a notes app, and it stops you pasting a live key into a chat window by accident.

The shape of the workflow

The nodes you will end up with, left to right, in the order you add them.

Schedule TriggerHubSpotScrapeGraphAISetGoogle Sheets
The finished Keep a live sales dashboard without touching HubSpot every morning workflow on the n8n canvas4 things to set here
  1. 1Schedule Trigger — the trigger — everything starts here
  2. 2HubSpot — Fetch open deals from HubSpot
  3. 3HubSpot — Fetch the associated company for each deal
  4. 4ScrapeGraphAI — Pull a short company summary
The finished workflow on the n8n canvasTap to enlarge

Skip the node hunting

Import a starter file with every node for this build already on the canvas, named after its step and wired in order, each one carrying a sticky note with the values to enter. You still connect your own accounts and fill the fields — that is what the walkthrough takes you through — but you never start at a blank canvas.

In n8n: Workflows → Import from file.

Included with the library

What you will build

Jump straight to any step, or print the list and tick it off beside your n8n tab.

  1. 1Trigger on a schedule
  2. 2Fetch open deals from HubSpot
  3. 3Fetch the associated company for each deal
  4. 4Pull a short company summary
  5. 5Shape the row for the dashboard
  6. 6Clear last hour's rows
  7. 7Write the fresh deal rows
  8. 8Timestamp the last sync
  9. 9Activate the workflow
  10. 10Compare row count to HubSpot
  11. 11Move a deal to Closed Won
  12. 12Check chart tabs still work

If something goes wrong

Everything ready?

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