Turn company directories into HubSpot records
Convert a directory file and let Notis prepare company records for HubSpot in one pass.
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
Company directories often arrive in formats that are awkward to review and tedious to enter into a CRM.
- Process company lists from supported file formats.
- Avoid retyping company details into HubSpot.
- Get a report of records created or skipped.
Setup
Build it in a few focused steps.
- 1Connect CloudConvert and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to extract company details and create HubSpot companies from complete entries.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real directory file and review the company records in HubSpot.
Questions about this workflow
Can this workflow create contacts too?
This workflow creates company records. Set up a separate workflow if you also want to create contacts.
What should happen to incomplete entries?
Instruct Notis to skip them and mention them in the run report so you can review the source file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudconvert to Hubspot. A trigger fires from one place; an action lands in another.
Cloudconvert 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.
Cloudconvert and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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