Keep new HubSpot contacts ready in ClickMeeting
A new HubSpot contact can become a ClickMeeting contact without a separate copy-and-paste task.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Contact
Tool to create a new contact in your clickmeeting account. use when you need to add or pre-register an attendee before scheduling an event.
Why this helps
Manually re-entering new contacts creates busywork and leaves webinar lists out of date.
- Reduce duplicate contact entry
- Keep ClickMeeting contacts current as your CRM grows
- Spend less time switching between sales and webinar tools
Setup
Build it in a few focused steps.
- 1Connect HubSpot and ClickMeeting once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a ClickMeeting contact using the details from each new HubSpot contact.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real new contact.
Questions about this workflow
What starts this automation?
A new contact created in HubSpot starts the automation.
What should I tell Notis to do?
Ask Notis to create a ClickMeeting contact using the information available on the new HubSpot contact.
Can I test before relying on it?
Yes. Use one real new contact and review the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Clickmeeting. A trigger fires from one place; an action lands in another.
Hubspot triggers
Clickmeeting actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conference
Tool to create a new conference. use when you need to schedule or start a meeting/webinar after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in your clickmeeting account. use when you need to add or pre-register an attendee before scheduling an event.
Contact Created Trigger
Contact Created Trigger
Delete Conference
Tool to delete a specific conference. use after confirming the conference is no longer needed.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Recording
Tool to delete a specific recording for a conference room. use when you need to remove an unwanted or outdated recording after confirming the conference and recording ids. deletion is irreversible.
Delete Recordings
Tool to delete all recordings for a conference room. use when you need to clear all saved recordings for a specific conference before archiving or reusing it.
Generate Autologin URL
Tool to generate an autologin url for a conference participant. use when you need to provide direct access to a conference room without separate login.
Generate Session PDF Report
Tool to generate a pdf report for a specific session. use when you need to download session analytics as a pdf file.
Get Chat Details
Tool to retrieve details of a specific chat session. use when you have the chat id and need its metadata and messages.
Connect any two apps with Notis in the middle.
Hubspot and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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