Automatically Create Salesforce Leads from Hubspot Contacts
Stop re-entering contact information. When someone joins your Hubspot database, they instantly appear as a lead in Salesforce with all their details intact.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Manually copying contact information between tools wastes time and introduces typos that break follow-up workflows.
- Eliminate duplicate data entry across platforms
- Capture leads instantly without manual action
- Reduce errors from retyping contact details
- Keep lead records consistent and current
- Save 5-10 minutes per new contact
Setup
Build it in a few focused steps.
- 1Connect your Hubspot and Salesforce accounts to Notis via the integrations portal (done once).
- 2Create a new automation in Notis portal or ask: 'Sync new Hubspot contacts to Salesforce leads.'
- 3Select 'Contact Created' as the trigger from Hubspot.
- 4Choose Slack or email as your notification channel for run reports.
- 5Test by creating a test contact in Hubspot and verify it appears in Salesforce within seconds.
Questions about this workflow
What information gets synced from Hubspot to Salesforce?
Name, email, phone, company, and job title are synced automatically. Notis maps common fields intelligently, and can include custom fields if configured.
What happens if a contact already exists in Salesforce?
Notis can check for duplicates and update existing records instead of creating new ones, reducing clutter in your Salesforce.
Can I filter which contacts sync?
Yes. Tell Notis: 'Only sync contacts from certain sources' or 'Skip known competitors.' Notis interprets your filtering instructions.
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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