Create deals from QR lead requests
Turn a qualified QR lead request into a HubSpot deal when the request supplies the required deal information.
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
A promising QR lead can be easy to lose between scan activity and pipeline entry.
- Reduce delay between a QR lead request and pipeline entry.
- Use deal and pipeline details supplied in the request.
- Create several deals in one batch when the request contains multiple leads.
Setup
Build it in a few focused steps.
- 1Connect Beaconstac and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a HubSpot deal from each qualified QR lead request, using supplied deal details and valid pipeline information.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real lead request with valid deal details and review the created deal.
Questions about this workflow
What details must the request include?
It must provide the deal properties HubSpot requires, and any pipeline, stage, or associated record identifiers must be valid for your account.
Can an anonymous scan create a deal?
A scan alone does not supply enough deal information. Use a webhook request with qualified lead and deal details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beaconstac to Hubspot. A trigger fires from one place; an action lands in another.
Beaconstac 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.
Beaconstac and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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