Turn promising calendar changes into CRM opportunities
When a meeting changes in a way that matters to your pipeline, let Notis create a HubSpot deal and keep the opportunity visible.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Sales conversations can emerge from calendar activity, but the opportunity often never makes it into the pipeline while you're moving between tasks.
- Bring qualifying meeting signals into the pipeline.
- Reduce the delay between a calendar change and CRM tracking.
- Keep opportunity creation tied to real work.
Setup
Build it in a few focused steps.
- 1Connect Outlook and HubSpot once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create it.
- 3Describe which calendar changes count as opportunities and what deal details Notis should use.
- 4Pick the Outlook Calendar Event Changes trigger and choose where run reports should go.
- 5Test with one real qualifying event and review the deal in HubSpot.
Questions about this workflow
Will every calendar update create a deal?
Describe the changes that qualify in your instruction. Without clear criteria, unrelated calendar updates could be treated as opportunities.
Can Notis set the deal stage and pipeline?
The action can create deals, but the pipeline and stage must be valid for your HubSpot account and specified or otherwise available.
What if the event lacks a deal amount or company?
Notis cannot infer missing facts reliably. Tell it to leave unavailable details out, or provide the information and rules you want it to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Hubspot. A trigger fires from one place; an action lands in another.
Outlook triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Outlook and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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