Automate Contact Research Organization
Every new HubSpot contact gets a research tracking sheet, pre-filled and ready for your team to dive in.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create sheet from JSON
Creates a new google spreadsheet and populates its first worksheet from `sheet json`, which must be non-empty as its first item's keys establish the headers.
Why this helps
When researching new contacts, you manually create sheets, copy contact details, and organize notes, duplicating effort across your team.
- Save time on manual research sheet creation
- Ensure consistent research documentation across contacts
- Reduce duplicated research effort within your team
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Google Sheets to Notis.
- 2Choose a template for research sheets (e.g., columns for company info, decision makers, pain points, etc.).
- 3Tell Notis: 'When a new contact is created in HubSpot, create a new Google Sheet named [Contact Name] Research with columns for company, industry, employees, website, funding, pain points, and research notes.'
- 4Choose your notification channel.
- 5Add a test contact to HubSpot and verify the research sheet is created.
Questions about this workflow
What fields are pre-filled automatically?
Contact name, email, company, and any other HubSpot data you specify in your automation prompt.
Can I customize the research template?
Yes. Tell Notis which columns and structure you want in the auto-created sheet.
Where are research sheets saved?
Tell Notis which Google Drive folder to use, and it will organize all research sheets there.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Google Sheets. A trigger fires from one place; an action lands in another.
Hubspot triggers
Google Sheets actions
Contact Created Trigger
Contact Created Trigger
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Not just Hubspot and Google Sheets. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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