Give every new HubSpot contact a follow-up home
Put new contacts into the ActiveTrail group your team uses to organize the next follow-up step.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Why this helps
Deciding where each new lead belongs adds small but recurring admin work and creates room for missed follow-up.
- Give new contacts a consistent follow-up destination
- Reduce manual group assignment
- Make the next handoff easier to find
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or start by telling Notis from any channel.
- 3Ask Notis in one instruction to add each new HubSpot contact to the ActiveTrail follow-up group you name.
- 4Select Contact Created in HubSpot as the trigger and choose a run-report destination.
- 5Test using one real contact and check the selected group in ActiveTrail.
Questions about this workflow
How is this different from creating or updating a group member?
This action adds a member to the group you specify. Use it when your goal is group assignment rather than updating an existing member's details.
Can this choose a group based on a HubSpot field?
Only ask for a rule based on information available in the event or supplied in your instruction. This trigger does not provide a filter builder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to ActiveTrail. A trigger fires from one place; an action lands in another.
Hubspot triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.
Contact Created Trigger
Contact Created Trigger
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create a New Group
Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
Create Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
Create New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
Create Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Connect any two apps with Notis in the middle.
Hubspot and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ActiveTrail.