Turn Salesforce Leads into Hubspot Contacts
Leads from Salesforce shouldn't wait to enter your Hubspot email nurture sequences. Notis converts them automatically so your marketing automation starts right away.
Trigger
New Lead Trigger
Triggers when a new Lead 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
Salesforce leads pile up without reaching Hubspot, so your nurture sequences never fire and leads go cold while waiting for manual data entry.
- Nurture sequences engage leads faster
- No context-switching to manually add leads
- Reduces dropped leads and missed opportunities
- Marketing automation starts immediately
Setup
Build it in a few focused steps.
- 1Connect your Salesforce and Hubspot accounts through Notis (one-time setup).
- 2Create an automation with the plain-language instruction: 'When a lead is created in Salesforce, add them as a contact in Hubspot.'
- 3Select your notification preference (Telegram, email, or Slack).
- 4Choose 'New Lead Trigger' as your trigger type.
- 5Test by creating a lead in Salesforce and confirm it appears in Hubspot within seconds.
Questions about this workflow
Can I mark these contacts as leads in Hubspot too?
Yes. Include that in your automation prompt: 'Mark them as leads in Hubspot properties' or use Hubspot's lifecycle stage to track them as leads.
What if a lead already exists in Hubspot?
Notis will attempt to create a new contact. To avoid duplicates, specify in your prompt 'only create if email doesn't already exist' for intelligent deduplication.
How do nurture sequences know about these new contacts?
Once contacts are in Hubspot, they'll match any workflow or email sequence filters you've set up. You can also configure specific sequences to auto-enroll new contacts.
When this happens · Trigger
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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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