Turn Deal Signal Emails Into Pipeline Opportunities
Some emails signal serious buying intent—mentions of budget, timeline, competitors, or urgent needs. Notis detects these signals and creates Hubspot deals automatically.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
You receive emails with clear buying signals (budget mentions, timeline pressure, urgent needs), but because you don't immediately jump into Hubspot, the moment is lost and the deal never gets logged.
- Captures hot opportunities before manual logging delays
- Reduces the lag between prospect interest and CRM logging
- Ensures your pipeline reflects real sales momentum
- Gives your sales team early visibility into hot leads
Setup
Build it in a few focused steps.
- 1Connect Gmail and Hubspot to Notis.
- 2Create an automation: 'When an email mentions budget, timeline, urgent, needs, demo, proposal, or comparison with competitors, create a deal in Hubspot with the prospect and set it to the early stage.'
- 3Choose your notification channel.
- 4Test with an email containing deal signals and verify the deal is created in Hubspot within seconds.
Questions about this workflow
How does Notis recognize deal signals?
You define the signals in your prompt. Common ones: budget mentions ($X or 'budget'), timeline mentions (by X date), competitor mentions, or urgency phrases like 'ASAP' or 'urgent.'
Can it extract the deal amount?
Yes. If the email mentions a number or dollar amount, Notis can extract and populate the deal amount automatically.
What if the email has multiple deal signals?
Notis weights the signals and can tag the deal with priority tags, helping your team triage hot opportunities fast.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Hubspot. A trigger fires from one place; an action lands in another.
Gmail triggers
Hubspot actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Not just Gmail and Hubspot. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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