Recommend Products Instantly for Every New Lead
New leads have upsell and cross-sell potential. Notis analyzes new Hubspot contacts and automatically recommends products in Salesforce.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Product recommendations get missed because identifying right-fit products requires research, so leads get sold basic packages instead of optimal bundles.
- Increase average order value automatically
- Recommend products based on lead profile
- Enable intelligent upselling without extra work
- Reduce time to identify cross-sell opportunities
- Improve customer fit from day one
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Salesforce to Notis.
- 2Create automation: 'When a new Hubspot contact arrives, analyze their profile and recommend matching products in Salesforce.'
- 3Set trigger to 'Contact Created.'
- 4Tell Notis your recommendation logic: 'If industry is finance, recommend security products. If size is enterprise, recommend all products.'
- 5Choose notification channel and test.
Questions about this workflow
How does Notis know which products to recommend?
Tell Notis your rules: 'Recommend based on industry, company size, and budget' or use AI: 'Use past deals to infer best products for this profile.'
Should recommendations be added to an opportunity?
Tell Notis: 'Create an opportunity and add recommended products' or 'add recommendations to an existing opportunity.'
Can I weight recommendations by margin or likelihood?
Yes. Tell Notis: 'Prioritize high-margin products' or 'recommend most likely products first.' It adjusts the order intelligently.
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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