Open deals for demo-ready contacts
Notis identifies clear buying intent on a newly created HubSpot contact and opens the matching opportunity in Pipedrive.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
A high-intent form submission can sit as a contact while the active pipeline shows no opportunity.
- Makes high-intent requests immediately visible
- Starts active follow-through sooner
- Removes a fragile handoff between systems
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Pipedrive to Notis.
- 2Create an automation that opens a Pipedrive deal for a new HubSpot contact with a confirmed demo or consultation request.
- 3Pick the contact created trigger and choose where run updates should appear.
- 4Submit a safe test contact and verify the deal in Pipedrive.
Questions about this workflow
Will every form contact create a deal?
No. Require a concrete sales request or other strong intent signal in your instruction.
Can Notis check for an open deal first?
Yes. Ask it to avoid creating a second active opportunity for the same request.
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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