Turn qualified Bitly campaign opportunities into HubSpot deals
Make a regular opportunity review actionable by creating HubSpot deals for qualified items with enough supplied detail.
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
Campaign opportunities can be noticed during reporting and then forgotten before anyone adds them to the pipeline.
- Turn qualified review findings into CRM work
- Apply a clear user-defined qualification rule
- Keep run results visible in a report channel
Setup
Build it in a few focused steps.
- 1Connect Bitly and HubSpot once in Notis.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe the available Bitly data to review, your qualification criteria, and the details needed to create a deal.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real opportunity and confirm valid pipeline and stage values before recurring use.
Questions about this workflow
What does the scheduled review use?
It can use Bitly information available through the connected account or details supplied to Notis. Any unavailable data must be supplied separately.
Can it create a deal without a known pipeline?
The action can create deals, but any pipeline or stage specified must be valid in the HubSpot account. Set the instruction to report uncertainty when those details are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bitly to Hubspot. A trigger fires from one place; an action lands in another.
Bitly 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.
Bitly and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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