Move newly won HubSpot contacts into your customer email list
When a deal advances, keep the associated contact ready for the customer communications that follow.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Add Contact to List
Tool to add a new contact to a specific list. use after verifying the list id exists.
Why this helps
A deal can move forward while the email audience stays behind, leaving new customers out of important follow-up.
- Promptly add a deal contact when a deal reaches the stage you name.
- Keep the customer list aligned with your sales pipeline.
- Reduce handoffs between sales and email operations.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Benchmark Email once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and enter a name and prompt.
- 3Describe in one instruction which associated contact to add when a deal reaches the specified stage, and name the Benchmark Email list.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage update and confirm the intended contact appears on the list.
Questions about this workflow
Can I specify which deal stage should trigger the workflow?
Yes. Include the desired stage in your instruction. The trigger runs when a deal stage is updated.
What if a deal has more than one associated contact?
State which associated contact or contacts to add. If the relationship is not clear from the HubSpot data, supply the rule in your instruction.
Does this send an email campaign?
No. The selected Benchmark Email action adds a contact to a list; it does not send a campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Benchmark email. A trigger fires from one place; an action lands in another.
Hubspot triggers
Benchmark email actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact From List
Tool to delete a contact from a specific list by contactid. use when you have list and contact ids. example: "delete contact 2040826674 from list 15257899"
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact List
Tool to delete a contact list. use after confirming that the list is no longer in use.
Contact Created Trigger
Contact Created Trigger
Delete Email Campaign
Tool to delete an email campaign. use when removing a campaign by its id. use after confirming the campaign id is correct.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Linked Agency Account
Tool to delete a linked agency account. use when revoking a linked agency account by its id. use after confirming the account id is correct.
Delete Webhook
Tool to delete a webhook from a contact list by its id. use when removing obsolete or invalid webhooks after confirming list and webhook details.
Get All Confirmed Emails
Tool to retrieve all confirmed email addresses for the client account. use after user completes email confirmation flows to fetch final list.
Get Client Account Settings
Tool to get client account settings such as company, language, timezone, and sender info. use when you need to fetch account configuration before sending campaigns.
Get client details
Tool to get client details including profile data, contact count, and plan information. use when verifying account profile and limits.
Connect any two apps with Notis in the middle.
Hubspot and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Benchmark email.