Move new HubSpot contacts into AgencyZoom
A new contact should not sit unnoticed in HubSpot. Ask Notis to create or update the corresponding AgencyZoom lead when a contact is created.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
Copying new contact details between systems adds busywork and makes it easy for a prospect to miss the agency's follow-up process.
- Bring new prospects into the AgencyZoom sales process sooner.
- Reduce repeated copying between CRM systems.
- Use the configured AgencyZoom pipeline, stage, source, and assignee when available.
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 give it a clear name.
- 3Describe that a new HubSpot contact should create or update a matching AgencyZoom lead, using valid AgencyZoom entities where required.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and review the run report.
Questions about this workflow
Does this create a new lead every time?
AgencyZoom's action can create a lead or update an existing one. Ask Notis to avoid duplicate prospects when matching information is available.
What AgencyZoom details need to exist?
The pipeline, stage, lead source, and assignee must reference valid AgencyZoom entities. Provide any required choices in your instruction if they are not otherwise clear.
Can it transfer every HubSpot field?
The workflow is prompt-based, not a field mapper. Ask for the relevant contact details and review a test run to confirm the information AgencyZoom receives.
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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