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Create HubSpot contacts from Chartly lead lists

Keep recurring lead discoveries moving into the 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

New lead lists lose value when they wait for manual CRM entry.

  • Reduces lead entry delay
  • Supports up to 100 contacts per batch
  • Keeps lead source context

Setup

Build it in a few focused steps.

  • 1Connect Chartly and HubSpot in Notis once.
  • 2Create an automation for scheduled lead capture.
  • 3Tell Notis to create HubSpot contacts from the latest Chartly lead rows and preserve their source context.
  • 4Pick a cron trigger and choose where run reports go.
  • 5Test with a small list.

Questions about this workflow

Can contacts be associated with companies?

Yes, provide valid existing company IDs and association details in the incoming data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Chartly to Hubspot. A trigger fires from one place; an action lands in another.

Chartly triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Chartly and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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