Capture prospect companies in HubSpot
Keep the organization behind each webinar inquiry visible in your HubSpot CRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
An attendee's company details can be buried in a registration request instead of being available as a CRM company record.
- Create company records from incoming prospect details.
- Keep organization context available for sales follow-up.
- Reduce hand entry of company information.
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 HubSpot company from organization details in the incoming request.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Send one real request with company information to the Notis webhook and review the created company.
Questions about this workflow
Does this create a contact too?
No. This workflow creates company records. Use a separate contact workflow if you also want to create contacts.
What if the request does not contain company details?
The company cannot be created reliably without identifying organization information. Ask Notis to report incomplete requests for review.
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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