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Notis

Turn a recurring Bing lead review into contacts

Have Notis review the lead details you provide alongside search context, then create HubSpot contacts when the required contact information is present.

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

Leads assembled during search reviews can sit in notes or spreadsheets instead of reaching the CRM.

  • Process a recurring lead list
  • Create contacts only when usable details are available
  • Keep search context with the lead

Setup

Build it in a few focused steps.

  • 1Connect Bing Webmaster Tools and HubSpot once in Notis.
  • 2Create an automation in the portal or by telling Notis what to do.
  • 3In one instruction, ask Notis to create contacts for supplied leads with usable contact details and retain their Bing page context.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real lead review and confirm the created contacts.

Questions about this workflow

Where do lead contact details come from?

They must be included in the review material or supplied by another connected source. Bing search performance does not identify individual visitors.

What happens when a lead has no contact details?

Your instruction can tell Notis to skip that entry and mention it in the run report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Bing Webmaster Tools triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

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

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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

Archive email

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

ActionInstant

Archive a batch of emails by ID

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

ActionInstant

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

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.

Bing Webmaster Tools and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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