Skip to content
IntermediateProfessionalCRM AutomationScheduled trigger17 nodes

Sync records between tools with HubSpot

Runs on a schedule across HubSpot, PostgreSQL and Microsoft Teams, runs the custom logic in a Code node. Built for deal updates, around a "Fetch Changes (PostgreSQL)" step, in 17 documented nodes.

Sync 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 17 nodes across HubSpot, PostgreSQL, Microsoft Teams. Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. The result is a hands-off process that just works.

Key benefits

  • Keeps HubSpot and PostgreSQL in step for deal updates, without anyone re-typing a row
  • A failed HubSpot or PostgreSQL call is retried rather than dropped, at any of the 17 nodes in this deal-updates build
  • Every deal-updates run leaves an audit row behind, alongside HubSpot
  • Fans the same result out to Microsoft Teams in the same run, for deal updates
  • Pinned sample data ships with it — run all 17 nodes for deal updates before wiring HubSpot

Use cases

  • Teams keeping HubSpot and PostgreSQL aligned by hand for deal updates
  • Deal updates work where "Fetch Changes (PostgreSQL)" is still a manual step before HubSpot
  • Deal updates work that only reaches HubSpot on a schedule, when someone remembers to start it

Integrations

HubSpotPostgreSQLMicrosoft Teams

Workflow preview (17 nodes)

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

Daily ScheduleSchedule TriggerLoad Previous SnapshotHubspotFetch Changes (PostgreS…PostgresNormalize RecordsCodeUpsert into PostgreSQLPostgresAdvance WatermarkCodePersist Watermark (HubS…HubspotTag Pipeline MetadataSetGuard Non-Empty emailFilterSave Execution MetadataExecution DataStamp Processing TimeDate TimeAlign Field NamesRename KeysSummarize Run StatsSetAppend Audit Row (HubSp…HubspotSend Summary to Microso…Microsoft TeamsCapture Failure ContextSetEscalate Failure to Mic…Microsoft Teams

What's inside (17 nodes)

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

CodeDate TimeExecution DataFilterHubspotMicrosoft TeamsPostgresRename KeysSchedule TriggerSet

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

Advanced level

Adds branching depth and audit logging on top of the core pattern.

  • Moving data between HubSpot, PostgreSQL and Microsoft Teams in a single run
  • Normalising timestamps before anything downstream compares them
  • Adding retries and an explicit error path to external calls

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 (HubSpot, PostgreSQL, 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.