Turn new Pipedrive deals into HubSpot records
A new opportunity should not disappear when your team switches CRM tools. Let Notis create its HubSpot deal record as soon as the Pipedrive deal arrives.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Copying new opportunities between CRMs takes time and can leave HubSpot without a record when follow-up happens there.
- Avoid re-entering every new opportunity by hand.
- Keep new opportunities visible to HubSpot users.
- Use a run report to spot records that need attention.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and HubSpot once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a name.
- 3Tell Notis: Create a HubSpot deal for each new Pipedrive deal, using available deal details and reporting any missing required information.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports should go.
- 5Test with one real new deal and review the HubSpot result.
Questions about this workflow
Does this copy every Pipedrive deal property?
Notis uses the details available from the trigger and HubSpot action. Review the test result and call out any required details that are missing.
Will it create duplicate deals?
This workflow creates a deal for each trigger. If duplicate events are possible in your setup, include a clear duplicate-check instruction and verify it in your test.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Hubspot. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
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.
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.
Pipedrive and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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