Turn Botdog Opportunities Into HubSpot Deals
When an outreach conversation becomes a real opportunity, send its details to Notis and create a HubSpot deal for the next step.
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
Sales opportunities can get lost between a promising LinkedIn conversation and the CRM pipeline.
- Capture promising outreach as a CRM deal.
- Preserve supplied deal context for the sales handoff.
- Create multiple deals when the webhook contains a batch.
Setup
Build it in a few focused steps.
- 1Connect Botdog and HubSpot once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a name.
- 3Describe that opportunity details in the Botdog webhook should create HubSpot deals, using only supplied pipeline, stage, and association details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity and confirm any referenced pipeline, stage, and record ids are valid.
Questions about this workflow
Can Notis choose a deal stage automatically?
The workflow can use stage and pipeline details supplied in the webhook. Those values must be valid in your HubSpot account.
Can it associate a deal with a contact or company?
Yes, when the webhook includes valid existing record ids for the associations.
Will it create a deal from every Botdog lead?
The prompt should describe which webhook records count as opportunities. Include that decision or status in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botdog to Hubspot. A trigger fires from one place; an action lands in another.
Botdog 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.
Botdog and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.