Schedule outreach for high-intent contacts
Notis recognizes strong intent on a new HubSpot contact and schedules the right personal follow-up in Pipedrive.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Add an activity
New activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
Why this helps
Recognizing a promising contact does not guarantee that someone remembers to make the first personal move.
- Turns interest into a concrete next action
- Protects follow-up from competing priorities
- Keeps outreach in the sales workspace
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Pipedrive to Notis once.
- 2Tell Notis which new-contact signals deserve a Pipedrive outreach activity and your preferred timing.
- 3Choose the HubSpot contact created trigger and a report channel.
- 4Create a test high-intent contact and confirm the activity.
Questions about this workflow
Can the follow-up timing depend on urgency?
Yes. Describe the urgency signals and timing rules in the prompt.
Can contacts without buying intent be ignored?
Yes. Include explicit exclusions for low-value or non-sales contacts.
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
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Pipedrive.