Capture qualified contacts as Pipedrive leads
Notis reviews each new HubSpot contact, recognizes your qualification signals, and creates a focused lead in Pipedrive.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Add a lead
Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
Why this helps
High-potential contacts can remain in a marketing database without becoming visible sales work.
- Moves credible interest into the sales queue quickly
- Reduces repetitive lead entry
- Keeps qualification context with the lead
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Pipedrive to Notis once in the portal.
- 2Create an automation and tell Notis which new HubSpot contacts qualify for a Pipedrive lead.
- 3Pick the HubSpot contact created trigger and choose a channel for run reports.
- 4Create one representative HubSpot contact and confirm the lead in Pipedrive.
Questions about this workflow
Can low-intent contacts be excluded?
Yes. Describe the qualification signals and exclusions in plain language.
Can Notis avoid duplicate leads?
Yes. Ask it to check Pipedrive for an existing matching lead before creating one.
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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