Reflect HubSpot deal progress in ActiveTrail groups
When a deal moves forward, keep the associated contact's ActiveTrail group membership aligned with the follow-up you intend to make.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Deal progress is easy to see in HubSpot, while a contact's ActiveTrail group can lag behind the conversation.
- Keep selected ActiveTrail membership in step with deal progress
- Reduce manual CRM-to-group updates
- Make stage-related follow-up easier to organize
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ActiveTrail once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create or update the deal's associated contact in the ActiveTrail group you choose when the deal stage changes.
- 4Choose the HubSpot Deal Stage Updated trigger and a destination for run reports.
- 5Test with one real stage update and verify the associated contact in ActiveTrail.
Questions about this workflow
Does this automatically create a campaign for the new stage?
No. The available action creates or updates a group member. It does not create or send a campaign.
What if HubSpot does not provide the associated contact details in the event?
Notis can only act on details available from the event or otherwise provided to it. Confirm the needed contact information is available in a real example.
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
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