Capture company details from Bolna calls in HubSpot
When a conversation reveals a business worth tracking, save its supplied details as a HubSpot company record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
Company information gathered on calls often remains in transcripts or notes instead of the CRM where the team can use it.
- Capture company details while they are fresh
- Keep business context in the CRM
- Avoid manual re-entry from call notes
Setup
Build it in a few focused steps.
- 1Connect Bolna and HubSpot once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis in one instruction to create a HubSpot company from webhook-supplied company details when the caller identifies a company to track.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company-intake example and inspect the HubSpot record.
Questions about this workflow
Can this detect duplicate companies?
Not from this create action alone. Provide a clear instruction and sufficient data for any duplicate check, or use a workflow that first reads existing company records.
What details should be sent?
Send the company properties you want stored, such as its name and relevant details. HubSpot-required properties depend on your account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bolna to Hubspot. A trigger fires from one place; an action lands in another.
Bolna 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.
Bolna and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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