Turn scheduled prospect reviews into pipeline action
Have Notis revisit available prospect data on a schedule, check email addresses with Clearout, and open deals for opportunities that meet your criteria.
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
A steady stream of potential opportunities can get missed when review and pipeline updates depend on memory.
- Create a regular rhythm for opportunity review
- Use consistent qualification instructions
- Reduce missed pipeline follow-up
Setup
Build it in a few focused steps.
- 1Connect Clearout and HubSpot once in the Notis portal, and make the prospect source available to Notis.
- 2Create an automation in Automations, New Automation, and name it for scheduled opportunity review.
- 3In one instruction, ask Notis to review available prospects, validate them with Clearout, and create HubSpot deals only when your supplied opportunity criteria are met.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect and confirm valid pipeline details before recurring runs.
Questions about this workflow
Will it create a deal for every prospect it finds?
No. Specify the qualification criteria and instruct Notis to create a deal only when those criteria are satisfied.
Does Clearout provide deal pipeline information?
The Clearout description does not list HubSpot pipeline or stage data. Use valid account values in your instruction when the action requires them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Hubspot. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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