Capture qualified HubSpot deals as Dynamics leads
If your process creates a lead record at a defined deal stage, Notis can handle that CRM handoff.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
A change in deal status can require a follow-up record in another CRM, creating a small but easy-to-miss task.
- Use your chosen deal stage as the start of lead creation.
- Reduce repeated entry of available deal details.
- Keep the run outcome visible in a selected report channel.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Dynamics 365 lead when a deal enters the stage you use for lead-ready prospects.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage change and review the lead.
Questions about this workflow
What qualification rules does this use?
Only the rules you state in the instruction and the information available to Notis. Supply any criteria or context the event does not include.
Does it update an existing lead for the same deal?
The chosen action creates a lead. No lead lookup is included in the listed actions, so this workflow does not promise matching or deduplication.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dynamics365. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Contact Created Trigger
Contact Created Trigger
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Hubspot and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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