Turn qualified attendance into pipeline
Give serious webinar prospects a place in your HubSpot pipeline, using the qualification rules you provide.
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
High intent attendees can disappear into an attendee list before anyone evaluates them for the sales pipeline.
- Surface qualified attendee opportunities in the deal pipeline.
- Apply your stated qualification criteria consistently.
- Reduce the delay between attendance and sales review.
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 give it a clear name.
- 3Tell Notis which attendee signals and qualification criteria to use, and to create HubSpot deals only when those criteria are met.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real attendee and confirm the result in HubSpot.
Questions about this workflow
Does Notis decide what counts as qualified?
You provide the criteria in the instruction. If a needed signal is unavailable from ClickMeeting, provide it yourself or leave it out.
Will every attendee get a deal?
No. The instruction should limit deal creation to attendees who meet your criteria.
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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