Keep Hubspot Quotes in Sync with Salesforce Opportunities
When an opportunity amount or terms change in Salesforce, quotes in Hubspot become outdated. This automation keeps them in sync so your proposals reflect current deal reality.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Batch update quotes
Updates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via `idproperty`), and only writable properties are modified.
Why this helps
Salesforce opportunities get updated but Hubspot quotes remain stale, leading to outdated proposals and customer confusion.
- Quotes always reflect current opportunity terms
- Reduces proposal mismatch errors
- Improves deal velocity with accurate numbers
- Eliminates manual quote updates
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Hubspot to Notis.
- 2Create an automation: 'When an opportunity is updated in Salesforce, update the matching quote in Hubspot with the new amount, close date, and terms.'
- 3Configure Notis to match opportunities to quotes by account name and opportunity name.
- 4Set your notification channel.
- 5Select 'New or Updated Opportunity' as your trigger.
- 6Test by updating an opportunity amount in Salesforce and verify the quote updates in Hubspot.
Questions about this workflow
How does Notis match opportunities to quotes?
Notis uses account name and opportunity name to find matching quotes. Specify your matching logic in the automation prompt if you use custom naming.
What if there are multiple quotes per opportunity?
Notis can update all matching quotes or only the most recent one. Specify your preference in the automation prompt.
What quote fields get synced?
Amount, close date, terms, and owner are common syncs. You can specify additional fields in your prompt like stage or probability.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Hubspot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Hubspot actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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When this happens · Trigger
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