Bring quiet proposal prospects back into view
Make a regular pass over proposal prospects who may need attention, and add missing contacts to HubSpot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Quiet prospects are easy to forget when there is no simple routine for reviewing old proposal activity.
- Create a recurring moment to review quiet prospects.
- Make missing follow-up contacts available in HubSpot.
- Reduce the chance that a promising conversation is forgotten.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for quiet prospect review.
- 3Tell Notis what age or status makes a proposal prospect worth reviewing and to create a contact only when no match exists.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one prospect whose proposal history you can verify.
Questions about this workflow
Can the automation determine how old a proposal is?
Only if proposal dates or status history are available to Notis. If that information is missing, provide it in the source data or adjust the review criteria.
Does this send a follow-up message?
No. It creates HubSpot contacts for follow-up candidates; sending messages is not part of the selected action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Hubspot. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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