Start a Dynamics opportunity when a HubSpot deal qualifies
A deal-stage change can start an opportunity record in Dynamics 365, so the next step is easier to find.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
When a deal becomes qualified in one CRM, creating its opportunity in another can become a forgotten handoff.
- Start opportunity creation from a meaningful deal-stage change.
- Reduce manual handoffs between sales systems.
- Review the automation run in your chosen 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 opportunity when a HubSpot deal enters your qualified stage, using available deal details.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage change and review the opportunity.
Questions about this workflow
Can I specify which deal stage should trigger this?
Yes. Name the stage in your instruction. The user picks the event trigger; Notis does not use a separately configured filter screen.
Will later stage changes update the same opportunity?
This workflow uses Create Opportunity. The listed actions do not provide an opportunity lookup from a HubSpot deal, so repeated stage events may create additional records.
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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