Bring partner referrals into HubSpot
Capture the referred person's details and the referral context in one HubSpot contact creation flow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Partner referrals can be hard to track when their source and next steps remain in separate notes.
- Keep referral details available with the contact.
- Reduce manual CRM entry after a partner introduction.
- Make referral follow-up easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for partner referrals.
- 3Ask Notis in one instruction to create a HubSpot contact from the referral request and include any supplied partner context.
- 4Choose notis_webhook as the trigger and select a report channel.
- 5Test with one real referral and review the resulting contact.
Questions about this workflow
Can the partner name be retained?
Include the partner name in the webhook request and ask Notis to use that supplied context.
Does this create a deal too?
No. This workflow creates a contact. A separate workflow can create a deal when valid deal details are supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Hubspot. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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