Add new decision makers to active deals
Notis identifies a new decision maker, finds the relevant active opportunity, and adds that person as a Pipedrive deal participant.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Add a participant to a deal
Adds a participant to a deal.
Why this helps
New stakeholders enter the funnel while the deal record continues to show an incomplete buying group.
- Keeps the opportunity's buying group current
- Makes stakeholder changes visible
- Reduces missed people during outreach
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Pipedrive in the Notis portal.
- 2Tell Notis to add a new HubSpot decision maker to the matching active Pipedrive deal when the relationship is clear.
- 3Choose the contact created trigger and a channel for run results.
- 4Test with a safe contact tied to a known opportunity and inspect its participants.
Questions about this workflow
Can Notis skip contacts already on the deal?
Yes. Ask it to check existing participants before adding anyone.
What if several deals match the company?
Ask Notis to report the ambiguity and leave the deals unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Pipedrive. A trigger fires from one place; an action lands in another.
Hubspot triggers
Pipedrive actions
Contact Created Trigger
Contact Created Trigger
Add a call log
Adds a new call log.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
Add a comment to a note
Adds a new comment to a note.
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
Add a follower to a deal
Adds a follower to a deal.
Add a follower to an organization
Adds a follower to an organization.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Not just Hubspot and Pipedrive. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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