Route new business contacts to AgencyZoom
When a HubSpot contact represents a business prospect, use its available personal and company details to create or update an AgencyZoom business lead.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create business lead
Creates or updates a business lead in agencyzoom using detailed personal and company information, for b2b sales and marketing lead management.
Why this helps
Business prospect details can be scattered across systems, leaving a sales handoff without the company context needed to act.
- Keep business prospect context with the AgencyZoom lead.
- Reduce repetitive entry of company and contact information.
- Use an action designed for detailed business lead information.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for business prospects.
- 3In one instruction, ask Notis to create or update an AgencyZoom business lead from a new HubSpot contact and its available company details.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real business contact and review the result.
Questions about this workflow
Does this work for every contact?
This workflow is best for contacts that represent business prospects. Include a clear rule in your instruction for identifying those contacts.
What if the contact has no company name?
The business lead action requires an organization name when isbusiness is true. Ensure company information is available or have Notis skip incomplete records.
Does the action create or update?
The action creates or updates a business lead using the supplied information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Agencyzoom. A trigger fires from one place; an action lands in another.
Hubspot triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Contact Created Trigger
Contact Created Trigger
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Hubspot and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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