Give form based opportunities a place in your pipeline
When a Typeform response signals an opportunity, let Notis create a HubSpot deal for review.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Potential deals can disappear among form responses when nobody transfers the context into the sales pipeline.
- Reduce delay between an opportunity submission and pipeline visibility.
- Keep deal creation tied to the original response.
- Spend less time moving sales details between apps.
Setup
Build it in a few focused steps.
- 1Connect Typeform and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, then provide a name and prompt.
- 3Tell Notis to create a HubSpot deal from a new response when the response contains an opportunity, using only details and pipeline information available to it.
- 4Pick the Typeform New Form Response trigger and select a report channel.
- 5Test with one real opportunity response and review the deal in HubSpot.
Questions about this workflow
Does this create a deal for every response?
Your instruction can describe which responses represent an opportunity. Notis can only judge that using the response information available to it.
Do I need to supply a pipeline or deal stage?
If a particular pipeline or stage is required, include the valid HubSpot pipeline and stage details in your instruction. The action requires valid pipeline and deal stage values when specified.
What if my form does not include deal details?
Notis cannot infer missing opportunity information. Add the needed context to the form or provide it in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Hubspot. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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.
Typeform and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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