Turn Hubspot Deal Stages into Salesforce Opportunities Automatically
Your deals matter across both platforms. When a deal moves to a qualified stage in Hubspot, Notis instantly creates the corresponding opportunity in Salesforce with all deal details.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Managing opportunities in multiple systems creates confusion about which records are real, current, and actionable, forcing manual checks across tools.
- Sales team sees complete deal context without switching platforms
- Eliminate discrepancies between Hubspot and Salesforce pipelines
- Reduce time spent manually creating opportunities
- Sync deal stage transitions instantly
- Maintain single source of truth for pipeline
Setup
Build it in a few focused steps.
- 1Connect your Hubspot and Salesforce accounts in Notis integrations (one-time setup).
- 2Ask Notis: 'When a deal reaches a qualified stage in Hubspot, create an opportunity in Salesforce.'
- 3Select 'Deal Stage Updated' as your trigger.
- 4Pick your notification channel (Slack, email, or Telegram).
- 5Test by advancing a deal in Hubspot and confirm the opportunity appears in Salesforce.
Questions about this workflow
Will it create an opportunity for every deal stage change?
No. Tell Notis which stages matter: 'Only trigger on negotiation and contract stages.' It skips the stages you don't care about.
What if the opportunity already exists?
Notis can update the existing opportunity instead of creating a duplicate. Just specify your preference when creating the automation.
How does Notis know which account to link the opportunity to?
Notis uses the company information from the Hubspot deal and matches it to your Salesforce accounts intelligently.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Salesforce. A trigger fires from one place; an action lands in another.
Hubspot triggers
Salesforce actions
Contact Created Trigger
Contact Created Trigger
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Hubspot and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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