Turn texted opportunities into HubSpot deals
Give promising text conversations a place in your pipeline. Notis can review the messages you provide and create deals for clear opportunities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Sales opportunities buried in texts are easy to forget when it is time to update the pipeline.
- Review texted opportunities on a predictable schedule.
- Create deals from messages that contain enough detail to identify an opportunity.
- Keep the pipeline current without manually revisiting every conversation.
Setup
Build it in a few focused steps.
- 1Connect Android Texter and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, naming it and describing the outcome: review the Android Texter opportunity messages I supply and create HubSpot deals for clear opportunities.
- 3Pick a recurring schedule for the review; provide the messages or message data Notis should review when it runs.
- 4Choose a report channel and test with one real opportunity message, checking the resulting deal.
Questions about this workflow
Can this scheduled workflow read my Android Texter inbox automatically?
No Android Texter trigger or inbox-reading event is listed here. The workflow needs the relevant message content supplied to Notis when it runs.
What happens when a text does not have enough information for a deal?
The instruction can tell Notis to skip unclear opportunities and mention them in the run report for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Android Texter to Hubspot. A trigger fires from one place; an action lands in another.
Android Texter 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.
Android Texter and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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