Turn a weekly Calendly sales review into HubSpot deals
Use a weekly review to capture sales conversations that meet your stated criteria as HubSpot deals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 meetings can happen before anyone has time to create the matching deal record.
- Create deals from a consistent weekly review
- Apply the same qualification criteria each run
- Keep sales opportunities visible in HubSpot
Setup
Build it in a few focused steps.
- 1Connect Calendly and HubSpot once in the Notis portal.
- 2In Automations, choose New Automation and give it a name and prompt.
- 3Tell Notis to review available Calendly sales meeting details for the prior week and create HubSpot deals only when your stated criteria are present.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real meeting example and confirm the deal details and required pipeline values.
Questions about this workflow
Can Notis infer deal value from the meeting?
Only if the value is available in Calendly data or supplied to Notis. Otherwise, leave it out or provide a rule for what to do when it is missing.
Does the workflow update existing deals?
The selected action creates deals. It does not update existing deals, so use a reliable identification process during testing to prevent duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendly to Hubspot. A trigger fires from one place; an action lands in another.
Calendly 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.
Calendly and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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