Keep proposal stakeholders in HubSpot
Bring named decision makers from proposal reports into the CRM for easier coordination.
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
Stakeholder details in proposal documents are easy to miss when sales teams prepare follow-up.
- Keep stakeholder details accessible
- Reduce manual extraction from proposals
- Support coordinated follow-up
Setup
Build it in a few focused steps.
- 1Connect Carbone and HubSpot once in the Notis portal.
- 2Create an automation and tell Notis to identify named stakeholders in proposal reports and create contacts.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real proposal report and review the contacts.
Questions about this workflow
Does it send follow-up to stakeholders?
No. It creates HubSpot contact records only.
How can it tell which proposal reports matter?
State a clear selection rule or use a report set that already contains only the relevant proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Carbone to Hubspot. A trigger fires from one place; an action lands in another.
Carbone 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Carbone and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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