Capture new business leads from your calendar
When a new meeting introduces a company you want to track, Notis can add that business to HubSpot while the context is fresh.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
A promising company mentioned in a new meeting can disappear from memory before anyone creates the CRM record.
- Save company leads while meeting context is fresh.
- Keep business prospects visible in HubSpot.
- Reduce manual record creation after scheduling.
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.
- 3Explain what makes a meeting relevant and what company details to include in the instruction.
- 4Pick the Outlook New Calendar Event trigger and choose where run reports should go.
- 5Test with one real meeting and confirm the company record in HubSpot.
Questions about this workflow
Will this create a company for every new meeting?
State which meetings should qualify in the instruction. You can ask Notis to skip internal or personal events if the event data supports that distinction.
Can it create the company only if it is not already in HubSpot?
Describe the duplicate check you want, such as searching by company name or domain. The available event and HubSpot data must support that check.
Does creating a company also add its contacts?
No. This action creates company records. Contact creation is a separate HubSpot action.
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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