{ "name": "Fixing MAP-CRM Discrepancies", "nodes": [ { "parameters": { "rule": { "interval": [ { "triggerAtHour": 7 } ] } }, "id": "5c1f46c8-a188-4903-8d40-db9d499d70c7", "name": "Daily Sentinel Run", "type": "n8n-nodes-base.scheduleTrigger", "typeVersion": 1.3, "position": [208, 464] }, { "parameters": { "authentication": "appToken", "operation": "getAll", "returnAll": true, "additionalFields": { "propertiesCollection": { "propertiesValues": { "properties": ["email", "firstname", "lastname", "lifecyclestage", "company"], "propertyMode": "valueOnly" } } } }, "id": "c9d9926b-8d36-46b2-95ae-0e00752de0c4", "name": "Get HubSpot Contacts", "type": "n8n-nodes-base.hubspot", "typeVersion": 2.2, "position": [432, 464], "credentials": { "hubspotAppToken": { "name": "HubSpot Service Key account" } } }, { "parameters": { "assignments": { "assignments": [ { "id": "email", "name": "email", "type": "string", "value": "={{ $json.properties.email.value }}" }, { "id": "firstName", "name": "firstName", "type": "string", "value": "={{ $json.properties.firstname.value }}" }, { "id": "lastName", "name": "lastName", "type": "string", "value": "={{ $json.properties.lastname.value }}" }, { "id": "hsLifecycleStage", "name": "hsLifecycleStage", "type": "string", "value": "={{ $json.properties.lifecyclestage.value }}" }, { "id": "companyName", "name": "companyName", "type": "string", "value": "={{ $json.properties.company.value }}" }, { "id": "domain", "name": "domain", "type": "string", "value": "={{ $json.properties.email.value.split(\"@\")[1] }}" }, { "id": "contactId", "name": "contactId", "type": "string", "value": "={{ $json.vid }}" } ] }, "options": {} }, "id": "816bdc5b-7a72-4705-b699-73d457008d5d", "name": "Extract Contact Fields", "type": "n8n-nodes-base.set", "typeVersion": 3.5, "position": [656, 464] }, { "parameters": { "resource": "search", "query": "=SELECT Id, Name, Website, (SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunities ORDER BY CloseDate DESC) FROM Account WHERE Website LIKE '%{{ $json.domain }}%' LIMIT 1" }, "id": "c6f7284e-4263-4779-8f5e-d3c973f8859b", "name": "Find Matching Salesforce Account", "type": "n8n-nodes-base.salesforce", "typeVersion": 1.1, "position": [880, 464], "credentials": { "salesforceOAuth2Api": { "name": "Salesforce account" } } }, { "parameters": { "mode": "runOnceForEachItem", "jsCode": "const contact = $('Extract Contact Fields').item.json;\nconst sf = $json;\nconst oppRecords = (sf.Opportunities && sf.Opportunities.records) ? sf.Opportunities.records : [];\nconst hasClosedWon = oppRecords.some(function(o) { return o.StageName === 'Closed Won'; });\nconst hasAnyOpp = oppRecords.length > 0;\nconst hsStage = (contact.hsLifecycleStage || '').toLowerCase();\n\nlet mismatch = false;\nlet expectedStage = hsStage;\nlet reason = '';\n\nif (hsStage !== 'customer' && hasClosedWon) {\n mismatch = true;\n expectedStage = 'customer';\n const won = oppRecords.filter(function(o) { return o.StageName === 'Closed Won'; })[0];\n reason = 'Salesforce shows a Closed Won opportunity (\"' + won.Name + '\", closed ' + won.CloseDate + ') on the ' + sf.Name + ' account, but HubSpot still lists this contact at lifecycle stage \"' + contact.hsLifecycleStage + '\".';\n} else if (hsStage === 'customer' && !hasClosedWon) {\n mismatch = true;\n expectedStage = 'opportunity';\n if (hasAnyOpp) {\n const latest = oppRecords[0];\n reason = 'HubSpot marks this contact as \"Customer\", but Salesforce shows no Closed Won opportunity for ' + sf.Name + ' — the most recent opportunity (\"' + latest.Name + '\") is in stage \"' + latest.StageName + '\".';\n } else {\n reason = 'HubSpot marks this contact as \"Customer\", but there is no opportunity at all on the matching Salesforce account (' + sf.Name + ').';\n }\n}\n\nreturn {\n json: {\n email: contact.email,\n firstName: contact.firstName,\n lastName: contact.lastName,\n companyName: contact.companyName,\n contactId: contact.contactId,\n hsLifecycleStage: contact.hsLifecycleStage,\n sfAccountId: sf.Id,\n sfAccountName: sf.Name,\n opportunityCount: oppRecords.length,\n hasClosedWon: hasClosedWon,\n mismatch: mismatch,\n expectedStage: expectedStage,\n reason: reason\n }\n};" }, "id": "470e9b45-1f0e-4a6c-bfc8-c53363231455", "name": "Compare Lifecycle vs Salesforce Reality", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [1104, 464] }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 1 }, "conditions": [ { "leftValue": "={{ $json.mismatch }}", "operator": { "type": "boolean", "operation": "equals" }, "rightValue": true } ], "combinator": "and" }, "options": {} }, "id": "53227946-20e8-438a-b92a-2ca7dfe96ea8", "name": "Only Discrepancies", "type": "n8n-nodes-base.filter", "typeVersion": 2.3, "position": [1328, 464] }, { "parameters": { "options": {} }, "id": "70cabb60-25e3-4ab4-af4b-c8dbee200dfe", "name": "Process One At A Time", "type": "n8n-nodes-base.splitInBatches", "typeVersion": 3, "position": [1552, 464] }, { "parameters": { "promptType": "define", "text": "=A HubSpot lifecycle stage looks out of sync with Salesforce reality for Fortavault, Inc. (a fictional data protection and security platform).\n\nContact: {{ $json.firstName }} {{ $json.lastName }} ({{ $json.email }})\nCompany: {{ $json.companyName }} (matched Salesforce account: {{ $json.sfAccountName }})\nCurrent HubSpot lifecycle stage: {{ $json.hsLifecycleStage }}\nProposed corrected stage: {{ $json.expectedStage }}\nSalesforce facts: {{ $json.reason }}\n\nWrite a short (2-3 sentence) plain-English explanation for a Slack message aimed at the RevOps/marketing ops team, stating what is wrong and why the proposed stage is correct. Do not repeat the raw field names verbatim like a report - write it like a colleague flagging the issue.", "options": { "systemMessage": "You are a RevOps data-quality assistant for Fortavault, Inc., a fictional data protection and security platform (cloud backup, ransomware recovery, zero-trust access, compliance reporting). You review discrepancies between HubSpot lifecycle stages and Salesforce deal reality (surfaced by an automated sentinel) and write a short, specific, plain-English explanation for the team reviewing the flag in Slack. Be concrete and reference the actual facts given - never invent details not provided." } }, "id": "a4c42708-c5d1-463c-a447-186012c29efd", "name": "Draft Discrepancy Explanation", "type": "@n8n/n8n-nodes-langchain.agent", "typeVersion": 3.1, "position": [1776, 208] }, { "parameters": { "model": { "__rl": true, "mode": "list", "value": "claude-sonnet-4-6", "cachedResultName": "Claude Sonnet 4.6" }, "options": { "temperature": 0.3 } }, "id": "67323031-49b7-49c6-bfb2-756338eed5f2", "name": "Anthropic Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatAnthropic", "typeVersion": 1.5, "position": [1848, 440], "credentials": { "anthropicApi": { "name": "Anthropic account" } } }, { "parameters": { "operation": "sendAndWait", "select": "channel", "channelId": { "__rl": true, "mode": "id", "value": "C0BQ3G96HL6", "cachedResultName": "general" }, "message": "=🔄 Lifecycle Stage Sentinel found a mismatch\n\n{{ $('Compare Lifecycle vs Salesforce Reality').item.json.firstName }} {{ $('Compare Lifecycle vs Salesforce Reality').item.json.lastName }} — {{ $('Compare Lifecycle vs Salesforce Reality').item.json.companyName }}\nHubSpot: {{ $('Compare Lifecycle vs Salesforce Reality').item.json.hsLifecycleStage }} → Proposed: {{ $('Compare Lifecycle vs Salesforce Reality').item.json.expectedStage }}\n\n{{ $json.output }}", "approvalOptions": { "values": { "approvalType": "double", "approveLabel": "Apply Fix", "disapproveLabel": "Skip" } }, "options": {} }, "id": "6b07d6fd-bc31-48a2-8fd8-fef50a2d62da", "name": "Request Approval", "type": "n8n-nodes-base.slack", "typeVersion": 2.7, "position": [2128, 208], "credentials": { "slackApi": { "name": "Slack account" } } }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "loose", "version": 1 }, "conditions": [ { "leftValue": "={{ $json.data.approved }}", "operator": { "type": "boolean", "operation": "equals" }, "rightValue": true } ], "combinator": "and" }, "options": {} }, "id": "ee0a6e2b-add6-4cab-8de5-241e49723054", "name": "Approved?", "type": "n8n-nodes-base.if", "typeVersion": 2.3, "position": [2352, 208] }, { "parameters": { "method": "PATCH", "url": "=https://api.hubapi.com/crm/v3/objects/contacts/{{ $('Compare Lifecycle vs Salesforce Reality').item.json.contactId }}", "authentication": "predefinedCredentialType", "nodeCredentialType": "hubspotAppToken", "sendBody": true, "specifyBody": "json", "jsonBody": "{\n \"properties\": {\n \"lifecyclestage\": \"\"\n }\n}", "options": {} }, "id": "0e995876-dbed-467d-8b0f-efb83a971b09", "name": "Clear Lifecycle Stage", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.5, "position": [2576, 208], "credentials": { "hubspotAppToken": { "name": "HubSpot Service Key account" } } }, { "parameters": { "method": "PATCH", "url": "=https://api.hubapi.com/crm/v3/objects/contacts/{{ $('Compare Lifecycle vs Salesforce Reality').item.json.contactId }}", "authentication": "predefinedCredentialType", "nodeCredentialType": "hubspotAppToken", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"properties\": {\n \"lifecyclestage\": \"{{ $('Compare Lifecycle vs Salesforce Reality').item.json.expectedStage }}\"\n }\n}", "options": {} }, "id": "094278af-c723-4cc2-983b-28798cfb746e", "name": "Update Lifecycle Stage", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.5, "position": [2800, 208], "credentials": { "hubspotAppToken": { "name": "HubSpot Service Key account" } } }, { "parameters": { "dataTableId": { "__rl": true, "mode": "id", "value": "53xNldUA8FM9Xv39", "cachedResultName": "MAP-CRM Lifecycle Corrections" }, "columns": { "mappingMode": "defineBelow", "value": { "contactEmail": "={{ $('Compare Lifecycle vs Salesforce Reality').item.json.email }}", "companyName": "={{ $('Compare Lifecycle vs Salesforce Reality').item.json.companyName }}", "previousStage": "={{ $('Compare Lifecycle vs Salesforce Reality').item.json.hsLifecycleStage }}", "correctedStage": "={{ $('Compare Lifecycle vs Salesforce Reality').item.json.expectedStage }}", "reason": "={{ $('Compare Lifecycle vs Salesforce Reality').item.json.reason }}", "sfAccountId": "={{ $('Compare Lifecycle vs Salesforce Reality').item.json.sfAccountId }}", "sfAccountName": "={{ $('Compare Lifecycle vs Salesforce Reality').item.json.sfAccountName }}", "correctedAt": "={{ $now.toISO() }}" } }, "options": {} }, "id": "7b42a02e-2e63-41bb-8b73-75a2336a06c3", "name": "Log Correction", "type": "n8n-nodes-base.dataTable", "typeVersion": 1.1, "position": [3024, 336] } ], "connections": { "Daily Sentinel Run": { "main": [[{ "node": "Get HubSpot Contacts", "type": "main", "index": 0 }]] }, "Get HubSpot Contacts": { "main": [[{ "node": "Extract Contact Fields", "type": "main", "index": 0 }]] }, "Extract Contact Fields": { "main": [[{ "node": "Find Matching Salesforce Account", "type": "main", "index": 0 }]] }, "Find Matching Salesforce Account": { "main": [[{ "node": "Compare Lifecycle vs Salesforce Reality", "type": "main", "index": 0 }]] }, "Compare Lifecycle vs Salesforce Reality": { "main": [[{ "node": "Only Discrepancies", "type": "main", "index": 0 }]] }, "Only Discrepancies": { "main": [[{ "node": "Process One At A Time", "type": "main", "index": 0 }]] }, "Process One At A Time": { "main": [null, [{ "node": "Draft Discrepancy Explanation", "type": "main", "index": 0 }]] }, "Draft Discrepancy Explanation": { "main": [[{ "node": "Request Approval", "type": "main", "index": 0 }]] }, "Anthropic Chat Model": { "ai_languageModel": [[{ "node": "Draft Discrepancy Explanation", "type": "ai_languageModel", "index": 0 }]] }, "Request Approval": { "main": [[{ "node": "Approved?", "type": "main", "index": 0 }]] }, "Approved?": { "main": [ [{ "node": "Clear Lifecycle Stage", "type": "main", "index": 0 }], [{ "node": "Process One At A Time", "type": "main", "index": 0 }] ] }, "Clear Lifecycle Stage": { "main": [[{ "node": "Update Lifecycle Stage", "type": "main", "index": 0 }]] }, "Update Lifecycle Stage": { "main": [[{ "node": "Log Correction", "type": "main", "index": 0 }]] }, "Log Correction": { "main": [[{ "node": "Process One At A Time", "type": "main", "index": 0 }]] } }, "settings": { "executionOrder": "v1" } }