Automatically Add Salesforce Contacts to Hubspot
Every new contact captured in Salesforce should instantly reach your Hubspot email system. This automation ensures they do, no manual work required.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Contacts created in Salesforce sit isolated from your Hubspot email campaigns because you forget to manually add them, delaying outreach and losing engagement opportunities.
- New contacts ready for email campaigns immediately
- No manual adding of contacts between systems
- Reduces missed follow-up opportunities
- Keeps your email list fresh and accurate
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Hubspot to Notis (one-time portal setup).
- 2Create a new automation and describe what you want: 'When a new contact is added in Salesforce, automatically create them in Hubspot as a new contact.'
- 3Pick your notification channel (Slack, email, or Telegram).
- 4Set the trigger to 'New Contact Trigger.'
- 5Send a test contact from Salesforce and verify it appears in Hubspot within seconds.
Questions about this workflow
Will this sync contact fields like phone and email?
Yes. Notis maps common fields (name, email, phone, company) automatically. Custom fields can be added in your automation prompt.
What happens if a contact already exists in Hubspot?
Notis will try to create a new contact, which may create a duplicate. Consider adding a deduplication step or let Notis know to check for existing contacts first.
Can I filter which contacts to sync?
Yes. In your automation prompt, specify rules like 'only sync contacts from US companies' or 'exclude test contacts.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Hubspot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Hubspot actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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When this happens · Trigger
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