Review sales responses and create HubSpot deals
Set a regular review for Basin sales responses and let Notis create deals when a submission meets your criteria.
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
Founders can lose track of good opportunities when sales intake competes with daily work.
- Create deals from qualifying new opportunities.
- Make opportunity intake more predictable.
- Keep non-sales responses out of the pipeline.
Setup
Build it in a few focused steps.
- 1Connect Basin and HubSpot once in the Notis portal.
- 2Create an automation for scheduled sales response review.
- 3Tell Notis to inspect new Basin responses and create HubSpot deals only when they meet your stated qualification rules.
- 4Pick a recurring Notis schedule trigger and supply valid pipeline and stage details if needed.
- 5Choose where reports go, then test with one real qualifying response.
Questions about this workflow
Can Notis decide what counts as qualified?
Yes, when you provide explicit criteria. Notis should not rely on fields or business rules that you have not supplied.
Does the schedule trigger depend on a Basin event?
No. The recurring Notis schedule starts this workflow, and Notis then reviews available Basin response data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Hubspot. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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