Create HubSpot deals from custom plan inquiries
Give requests for a tailored plan a clear place in the HubSpot pipeline.
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
Custom plan inquiries can require several follow-ups, and they are easy to lose when they stay outside the sales pipeline.
- Keep tailored purchase interest visible as a deal.
- Capture supplied requirements alongside the opportunity.
- Reduce manual entry before pipeline review.
Setup
Build it in a few focused steps.
- 1Connect Bubble and HubSpot once in Notis.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a HubSpot deal for each Bubble custom plan inquiry and include the supplied requirements in the deal details where supported.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inquiry and review the resulting deal.
Questions about this workflow
Can the deal include budget or timing?
Notis can use those details when Bubble supplies them. If a value is missing, the workflow cannot infer it reliably.
Does this send a quote?
No. This workflow creates a deal record and does not create or send a quote.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bubble to Hubspot. A trigger fires from one place; an action lands in another.
Bubble 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.
Bubble and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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