Turn Qualified Directory Leads into HubSpot Deals
When a lead is ready for sales, send its details to Notis and create a HubSpot deal for the team.
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
Promising directory leads can lose momentum while someone decides what to record and creates a deal manually.
- Give qualified leads a clear sales handoff.
- Create deal records from submitted lead details.
- State qualification criteria in the instruction instead of managing a field mapper.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to create a HubSpot deal from a lead received from Brilliant Directories when your qualification criteria are met.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real qualified lead example and review the run report.
Questions about this workflow
Does this automatically choose a HubSpot pipeline or deal stage?
Only if you provide valid pipeline and stage details in your instruction and they exist in the HubSpot account.
Will every lead create a deal?
Your instruction should specify which leads qualify. The workflow depends on the relevant qualification information being available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Hubspot. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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