Capture Accepted Prospect Handoffs as HubSpot Deals
Give every accepted handoff a clear home in the sales pipeline.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
An accepted handoff can disappear between prospecting and the pipeline.
- Record accepted opportunities in the CRM pipeline.
- Reduce manual deal setup at handoff.
- Keep supplied context with the created deal.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and HubSpot once in Notis.
- 2Create an automation named for accepted opportunity handoffs.
- 3In one instruction, ask Notis to create a deal from the incoming accepted handoff details and use only valid HubSpot pipeline, stage, and association values provided.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real accepted handoff and review the deal.
Questions about this workflow
What counts as an accepted handoff?
Use your existing process to decide that. Send the webhook only when a prospect is ready to enter the deal pipeline.
Can the workflow invent a pipeline stage if none is supplied?
No. Supply valid pipeline and stage values when they are needed by your HubSpot setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Hubspot. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Aeroleads and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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