Route qualified webinar interest into your pipeline
Turn a qualified request into a HubSpot deal while the prospect is still top of mind.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Promising webinar prospects can stall between an incoming request and someone creating a pipeline record.
- Create deals promptly for prospects meeting your criteria.
- Keep unqualified requests from cluttering the pipeline.
- Make the qualification rule explicit in the automation instruction.
Setup
Build it in a few focused steps.
- 1Connect ClickMeeting and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and tell Notis to create a deal only when request details meet your qualification criteria.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Send one real qualified request to the Notis webhook and confirm the deal details in HubSpot.
Questions about this workflow
Does the webhook know webinar attendance automatically?
Only if the incoming request includes attendance details or Notis can retrieve them from ClickMeeting. Provide any missing qualification signals yourself.
Can this create a deal for every request?
The instruction should define the criteria and create a deal only for qualifying requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickmeeting to Hubspot. A trigger fires from one place; an action lands in another.
Clickmeeting 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.
Clickmeeting and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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