Bring untracked Callingly leads into HubSpot
Give Notis a recurring review task to help catch lead details that have not made it into your CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Leads can remain in a separate workflow when a busy day leaves no time to reconcile them with the CRM.
- Create a routine for checking lead intake
- Reduce missing CRM records
- Keep prospect information in the team's main follow-up workspace
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 compare the lead details you provide with HubSpot and create contacts for people who are not already tracked.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one known untracked lead and confirm the contact appears.
Questions about this workflow
Does this scan Callingly automatically?
No Callingly trigger events are listed, so the lead details must be supplied to Notis for review.
How should Notis identify an existing person?
Provide a reliable identifier such as an email address when available, and describe the comparison rule in your instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Hubspot.