Keep qualified video opportunities moving into HubSpot
Give Notis a current list of qualified opportunities and a schedule. It can create HubSpot deals so promising conversations do not get lost after a campaign.
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
Qualified opportunities can remain in campaign notes or review documents instead of appearing in the pipeline where follow-up happens.
- Create pipeline records from a supplied opportunity list.
- Reduce the gap between reviewing campaign results and sales follow-up.
- Use one scheduled run to handle a batch of opportunities.
Setup
Build it in a few focused steps.
- 1Connect Captions and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the opportunity review.
- 3In one instruction, tell Notis where to find the supplied opportunity list and to create a HubSpot deal for each qualified opportunity, using only valid pipeline and stage details you provide.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real opportunity and confirm its deal appears in HubSpot.
Questions about this workflow
Does Captions provide a built-in trigger for campaign results?
No. This workflow uses a Notis schedule, and the opportunity list must be available to Notis when the automation runs.
Can the workflow decide which opportunities qualify?
Yes, if you state the qualification rule in the instruction and provide the information needed to apply it.
What if my HubSpot pipeline or stage is not specified?
Provide valid pipeline and stage details in the instruction or source data. Notis cannot safely assume those account-specific values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Captions to Hubspot. A trigger fires from one place; an action lands in another.
Captions 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.
Captions and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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