Make useful Pipedrive notes actionable in HubSpot
A note can contain the next useful contact detail, but it is easy to leave it buried. Ask Notis to create a HubSpot contact from note details when they identify someone clearly.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Contact details mentioned in notes are easy to miss, and manually turning them into CRM records interrupts other work.
- Turn identifiable contact details into HubSpot records.
- Avoid creating a contact when the note lacks enough information.
- Surface incomplete details in the run report for review.
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: For each new Pipedrive note, create a HubSpot contact only when the note includes enough identifying contact information; report notes that need clarification.
- 4Pick the Pipedrive New Note Received trigger and choose where run reports should go.
- 5Test with one real note that contains contact details and review the result.
Questions about this workflow
Will every note create a contact?
The instruction asks Notis to create a contact only when the note contains enough identifying information. Notes without that information should be reported for review.
What if the note mentions a company but no person?
The requested action creates contacts. Include that such notes should be reported for review rather than creating an unsupported or incomplete contact.
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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