Give overlooked Capsule opportunities a HubSpot deal
Ask Notis to review a Capsule opportunity set and create HubSpot deals for the ones your team wants to bring back into view.
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
Opportunities can fade from view when no one remembers to move them into the active sales pipeline.
- Review opportunities that meet criteria you define.
- Create HubSpot deals for selected opportunities that need renewed visibility.
- Keep pipeline intake aligned with your supplied HubSpot stage.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for opportunity review.
- 3Tell Notis which Capsule opportunities need attention and to create HubSpot deals in the specified valid pipeline and stage.
- 4Pick the notis_cron trigger, set the schedule, and choose where run reports should go.
- 5Test with one real opportunity and review the deal created in HubSpot.
Questions about this workflow
Can Notis tell whether an opportunity is stale?
Only if Capsule provides the relevant history or you supply a rule based on available information. State the criteria you want Notis to use.
Does this update existing HubSpot deals?
This workflow uses the create-deals action. Specify how Notis should check for existing records before creating a new one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Hubspot. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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