Review BotPenguin leads and add prospects to HubSpot
Make a regular pass through available chatbot leads and capture the ones that need attention.
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 can accumulate between inbox reviews, leaving good prospects untouched.
- Create a consistent lead review habit
- Capture selected prospects in HubSpot
- Reduce inbox backlog and repeated scanning
Setup
Build it in a few focused steps.
- 1Connect BotPenguin and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the lead review.
- 3Describe where Notis should find available BotPenguin lead data and which prospects should become HubSpot contacts.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real lead example and confirm the contact details.
Questions about this workflow
Does the schedule automatically read every BotPenguin conversation?
Only data made available to Notis can be reviewed. Provide the source or data access in your instruction; no BotPenguin trigger event is listed.
Will this update contacts already in HubSpot?
The selected action creates contacts. This workflow does not look up or update existing records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotPenguin to Hubspot. A trigger fires from one place; an action lands in another.
BotPenguin 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.
BotPenguin and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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