Turn Prospect Emails Into Pipeline Opportunities
Prospect emails are opportunities—but they vanish in your inbox if you don't log them fast. Notis creates Hubspot deals automatically, so your pipeline stays accurate without extra work.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
You get emails from prospects who are interested or asking questions, but logging them as deals requires context-switching into Hubspot. Many opportunities stay buried in email threads.
- Keeps your sales pipeline in sync with email activity
- Reduces the friction between receiving an inquiry and logging it
- Prevents opportunities from being forgotten or deprioritized
- Frees up mental space to focus on closing deals, not logging them
Setup
Build it in a few focused steps.
- 1Ensure Gmail and Hubspot are connected in the Notis portal.
- 2Create an automation: 'When I get an email from a prospect, create a deal in Hubspot with relevant details and set it to the initial pipeline stage.'
- 3Specify your notification channel for run confirmations.
- 4Test with a real prospect email and confirm the deal appears in Hubspot with correct stage and amount if mentioned.
Questions about this workflow
How does Notis know if an email is from a prospect?
You tell Notis in your prompt. For example: 'When an email contains these keywords (proposal, pricing, demo, interest) create a deal.' Notis learns from your examples.
Can I set the deal amount automatically?
Yes. If the email mentions a number or range, Notis can extract it. You can also set a default deal value in your automation prompt.
What if the prospect already exists as a contact?
Notis associates the new deal with the existing contact, so your CRM stays unified and accurate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Hubspot. A trigger fires from one place; an action lands in another.
Gmail triggers
Hubspot actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
Not just Gmail and Hubspot. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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