Visualize Deal Velocity Automatically
Watch your deal velocity metrics update in real-time as deals move through HubSpot stages.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Chart in Google Sheets
Create a chart in a google sheets spreadsheet using the specified data range and chart type.
Why this helps
You manually calculate deal velocity and cycle time from HubSpot, creating time-consuming analyses that become outdated quickly.
- Spot slow-moving deals faster with automated velocity metrics
- Understand your sales cycle length without manual calculation
- Identify bottlenecks in your sales process with visual data
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Google Sheets to Notis.
- 2Create a sheet with deal names, stages, dates entered each stage, and calculate days-in-stage using formulas.
- 3Tell Notis: 'When a deal moves stages in HubSpot, log the date and stage. Use that data to update my velocity chart showing average days per stage.'
- 4Choose your notification channel.
- 5Move a test deal through stages and verify the chart updates.
Questions about this workflow
How is velocity calculated?
Velocity = average days between stage transitions. Notis logs stage entry dates; your sheet formulas calculate the metric.
Can I segment velocity by deal size or industry?
Yes. Tell Notis to include those fields in your automation prompt, then use sheet filters/pivot tables to segment.
What if a deal skips stages?
Notis logs all transitions. If a deal jumps from Stage 1 to Stage 3, it captures both movements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Google Sheets. A trigger fires from one place; an action lands in another.
Hubspot triggers
Google Sheets actions
Contact Created Trigger
Contact Created Trigger
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
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When this happens · Trigger
Do this · Action
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