Keep renewal concerns from BotPenguin in HubSpot
Make a renewal concern easier to act on by ensuring the customer has a CRM record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A customer expressing concern in chat may not reach the person responsible for renewal follow-up.
- Keep concerned customers visible
- Reduce handoff delays
- Preserve the context supplied with the webhook
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 renewal concerns.
- 3Tell Notis to create a HubSpot contact from a webhook reporting a renewal concern and containing customer details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real renewal concern payload.
Questions about this workflow
Does this update an existing contact?
The selected action creates contacts. This workflow does not look up or update an existing record.
Can Notis determine renewal risk from conversation history?
This workflow uses the renewal concern indicated in the webhook and details supplied with it. Provide any necessary context explicitly.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
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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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