Bring Callingly prospect companies into HubSpot
Capture the organization behind a promising lead so company context is ready for sales follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
Company details can stay buried in a lead handoff while the team works from contact information alone.
- Keep prospect organizations visible in HubSpot
- Reduce repeated entry of company information
- Make organization context easier to use in follow-up
Setup
Build it in a few focused steps.
- 1Connect Callingly and HubSpot once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a clear name.
- 3Tell Notis to create a HubSpot company from each webhook when sufficient company details are supplied.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real company example and confirm the record.
Questions about this workflow
Can the workflow create a company without a company name?
Company details must be sufficient for HubSpot to create the record. Include the required information in the handoff.
Does this create a contact too?
No. This workflow creates company records only. A separate contact workflow can handle the person.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Hubspot. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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