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IntermediateStarterCRM AutomationScheduled trigger10 nodes

Mirror records between tools: PostgreSQL

Runs on a schedule across PostgreSQL, HubSpot and Microsoft Teams, diffs the two sides and writes only the gaps, then rolls the rows up into a few numbers. Built for deal updates, around a "Pull Side A (HubSpot)" step, in 10 documented nodes.

Mirror records between tools with HubSpot and PostgreSQL without manual work. An original, ready-to-import n8n workflow built around the 'Two-System Sync' pattern for sales & CRM. It runs on a schedule and orchestrates 10 nodes across PostgreSQL, HubSpot, Microsoft Teams. Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. What used to take a morning now runs on its own.

Key benefits

  • Keeps PostgreSQL and HubSpot in step for deal updates, without anyone re-typing a row
  • Compares PostgreSQL against HubSpot before writing, so only genuine differences land
  • A failed PostgreSQL or HubSpot call is retried rather than dropped, at any of the 10 nodes in this deal-updates build
  • Fans the same result out to Microsoft Teams in the same run, for deal updates
  • Pinned sample data ships with it — run all 10 nodes for deal updates before wiring PostgreSQL

Use cases

  • Teams keeping PostgreSQL and HubSpot aligned by hand for deal updates
  • Reconciling PostgreSQL against HubSpot after the two quietly drifted apart
  • Deal updates work where "Pull Side A (HubSpot)" is still a manual step before PostgreSQL
  • Deal updates work that only reaches PostgreSQL on a schedule, when someone remembers to start it

Integrations

PostgreSQLHubSpotMicrosoft Teams

Workflow preview (10 nodes)

The template's actual node layout and connections. Node parameters and credential slots unlock with the download.

Hourly ScheduleSchedule TriggerPull Side A (HubSpot)HubspotPull Side B (PostgreSQL)PostgresDiff the Two SystemsCompare DatasetsCreate Missing in Postg…PostgresCount In-Sync RowsAggregateApply Updates to Postgr…PostgresBackfill into HubSpotHubspotGather Sync ResultsMergeSend Summary to Microso…Microsoft Teams

What's inside (10 nodes)

A look at the node types this workflow uses. No purchase required — full parameters and credentials are yours after you buy.

AggregateCompare DatasetsHubspotMergeMicrosoft TeamsPostgresSchedule Trigger

From download to running in 3 steps

  1. 1
    Import. In n8n, open Workflows → menu → “Import from File” and pick the downloaded JSON.
  2. 2
    Connect. Add your own credentials on the app nodes - n8n highlights exactly which ones need them.
  3. 3
    Activate. Run it once to test, then toggle Active. The automation is live.

What you'll learn

Foundation level

A starter-sized build - small enough to hold in your head while you learn the pattern.

  • Diffing two datasets into add / update / in-sync / backfill lanes
  • Choosing a stable matching key for reconciliation
  • Moving data between HubSpot, PostgreSQL and Microsoft Teams in a single run

Every node carries its own documentation on the canvas, plus notes explaining why the architecture was built this way, a credential setup guide, troubleshooting, and three practice exercises. Sample data comes pinned to the trigger, so you can hit Execute and watch data flow before connecting a single account.

Common questions

What exactly do I get?

The complete, ready-to-import n8n workflow as a JSON file, delivered instantly after payment. Import it into your own n8n (cloud or self-hosted), add your credentials, and it runs.

How do I import it into n8n?

In n8n, open Workflows, click the three-dot menu, choose “Import from File”, and select the downloaded JSON. Then connect your own app credentials on the highlighted nodes.

Do I need anything else for it to work?

You need your own n8n instance and accounts/credentials for the apps this workflow connects to (PostgreSQL, HubSpot, Microsoft Teams). No coding is required.

What if it doesn't work for me?

If the file is faulty, won't import, or isn't as described, contact us within 7 days and we'll fix it or refund you - see our refund policy.

Can I modify or resell it?

You can freely adapt and use it in your own or your clients' projects. Reselling or redistributing the template file itself is not permitted.

Original n8n workflow template created and owned by WorkflowCrate. After purchase you receive the ready-to-import JSON file and a license to use and adapt it in your own projects.