Turn qualified callers into HubSpot contacts
Capture caller details once and let Notis create HubSpot contacts so your team can follow up from its usual workspace.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Useful caller details can sit in call records until someone has time to add each person to the CRM.
- Create multiple contacts from one webhook request.
- Use only caller details included in the request.
- Associate contacts with existing CRM objects when valid IDs are supplied.
Setup
Build it in a few focused steps.
- 1Connect CallOnTheGo and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that Notis should create HubSpot contacts from caller details in the request, skipping records without required information.
- 4Pick the webhook trigger and select a run report destination.
- 5Test with one real caller example and confirm the contact in HubSpot.
Questions about this workflow
Can this infer missing caller details?
No. Notis can only use information supplied in the webhook request and should skip records missing required contact information.
Can it link a contact to an existing record?
Yes, when the request includes a valid HubSpot object ID and the required association details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CallOnTheGo to Hubspot. A trigger fires from one place; an action lands in another.
CallOnTheGo 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.
CallOnTheGo and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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