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Notis

Prospect Tracking to Company Records: Instant Sync

Your team creates a new prospecting view in Airtable with target companies. Notis instantly creates company records in Hubspot for each prospect, so your sales team has accounts ready to work from day one.

Trigger

View Created

Triggers when a new view is created in an Airtable base.

Action

Create a batch of companies

Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.

Why this helps

Prospect lists are built in Airtable but not reflected in Hubspot until weeks later, delaying sales outreach and account setup.

  • Prospect lists sync to Hubspot instantly
  • Sales teams have accounts ready to work immediately
  • Eliminate delays between prospecting and outreach
  • Reduce context-switching when building prospect lists

Setup

Build it in a few focused steps.

  • 1Connect your Airtable and Hubspot accounts to Notis.
  • 2Tell Notis: 'When a new view is created in my prospects table, take all companies in that view and create them in Hubspot.'
  • 3Select 'View Created' as your trigger event.
  • 4Configure a Notis notification channel.
  • 5Test by creating a new prospect view and watching companies appear in Hubspot.

Questions about this workflow

Does Notis create duplicates if a company already exists in Hubspot?

No. Notis checks for existing companies by name or domain first. If found, it updates the record instead of creating a duplicate.

What company details are created in Hubspot?

Company name, industry, size, website, location, and any custom fields from your Airtable view. Notis reads all available details.

Can I auto-assign companies to sales reps?

Yes. You can tell Notis to assign companies based on rules: 'Assign companies in Europe to the EU sales team.'

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtable to Hubspot. A trigger fires from one place; an action lands in another.

Airtable triggers

Hubspot actions

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

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.

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

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.

ActionInstant

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Not just Airtable and Hubspot. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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