Prepare the ActiveTrail handoff when a deal advances
Use a deal stage change as the cue to place the associated contact in the ActiveTrail group your team uses for the next handoff.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
A deal can move into a new phase while the next team still has to remember to organize the contact separately.
- Reduce missed handoffs after deal progress
- Keep selected contacts grouped for the next step
- Replace a manual reminder with a repeatable workflow
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ActiveTrail once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis to add the associated contact to your named ActiveTrail group when the relevant HubSpot deal stage updates.
- 4Pick Deal Stage Updated as the trigger and select where run reports go.
- 5Test with one real deal update and confirm the contact appears in the group.
Questions about this workflow
Can I limit this to a particular deal stage?
The trigger is a deal stage update. Describe the intended stage in your instruction, and verify the event provides enough information to identify it.
Will this update the deal in HubSpot?
No. The action adds a contact to an ActiveTrail group.
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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