Create a Salesforce contact whenever a Hubspot contact is added
Every time someone new shows up in Hubspot, Notis mirrors them into Salesforce as a contact within seconds. You keep one source of truth without ever opening two tabs to copy the same name and email twice.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Keeping Hubspot and Salesforce contact lists in sync by hand means constant tab-switching, and the record you forget to copy is always the one sales needed.
- New Hubspot contacts appear in Salesforce automatically, so nothing gets stranded in one tool.
- Removes the repetitive copy-paste that eats focus and invites typos.
- Sales always works from a current contact list without asking marketing to export it.
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Salesforce to Notis once from the portal integrations page.
- 2Ask Notis 'Send me my portal link', then open Automations and choose New Automation.
- 3Write the prompt in plain language: 'When a new Hubspot contact is created, create the same contact in Salesforce.'
- 4Pick the Hubspot Contact Created trigger and choose the channel where Notis reports each run.
- 5Add one test contact in Hubspot and confirm it shows up in Salesforce.
Questions about this workflow
Do I have to map fields between Hubspot and Salesforce?
No. You describe the outcome in one sentence and Notis interprets which details to carry over. There are no field-mapping screens.
How fast does the Salesforce contact appear?
Notis reacts to the Hubspot Contact Created event as it happens, so the Salesforce contact is created moments later.
Where do I see whether it worked?
Notis posts a short run report to the channel you picked, so you can confirm each contact without opening Salesforce.
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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