Track Lead Sources and Quality Automatically
Understanding which channels produce quality leads is crucial. Notis converts Hubspot contacts to Salesforce leads while automatically capturing their source.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Lead source information gets lost during system transfers, making it impossible to analyze which channels actually produce conversions.
- Analyze lead quality by source automatically
- Improve marketing ROI understanding
- Enable data-driven channel decisions
- Reduce manual source documentation
- Connect leads to their acquisition channel
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Salesforce to Notis.
- 2Create automation: 'Convert Hubspot contacts to Salesforce leads and include their source in the lead record.'
- 3Set trigger to 'Contact Created.'
- 4Choose notification channel.
- 5Review first lead to confirm source data is captured correctly.
Questions about this workflow
How is source determined?
Notis captures the Hubspot source (web form, email, event, etc.) and maps it to Salesforce. You can also add custom mappings.
Can I categorize sources into buckets?
Yes. Tell Notis: 'Group all events as 'events,' all organic traffic as 'organic,' and all ads as 'paid.' It categorizes intelligently.
What if source information is missing?
Tell Notis: 'Mark as unknown source' or 'use domain to infer source.' It has fallback logic.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Salesforce. A trigger fires from one place; an action lands in another.
Hubspot triggers
Salesforce actions
Contact Created Trigger
Contact Created Trigger
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Hubspot and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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