Sync Salesforce Opportunities to Hubspot Deals
Your sales pipeline exists in Salesforce, but marketing works from Hubspot. This automation mirrors opportunities as deals in Hubspot so both teams see the same revenue picture.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Sales tracks opportunities in Salesforce while marketing manages deals in Hubspot, creating misalignment about which prospects matter and leading to poor prioritization.
- Sales and marketing work from unified pipeline data
- Eliminates deal list mismatches between systems
- Real-time revenue visibility across teams
- Reduces miscommunication about prospect priority
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Hubspot to Notis in your portal.
- 2Create an automation telling Notis: 'When an opportunity is created or updated in Salesforce, create or update the matching deal in Hubspot.'
- 3Set your notification channel (email, Slack, Telegram).
- 4Select 'New or Updated Opportunity' as your trigger.
- 5Test with a real opportunity and verify it syncs to Hubspot within moments.
Questions about this workflow
What if the deal amount or stage changes in Salesforce?
This automation triggers on opportunity updates too. Tell Notis 'sync all changes' and deal details will update in Hubspot automatically.
Will this create duplicate deals in Hubspot?
Notis uses smart matching to update existing deals by company and contact. Specify 'match by account name and contact email' in your automation prompt to prevent duplicates.
What deal stages map from Salesforce to Hubspot?
You define this in your automation prompt, e.g., 'map Prospecting to Qualification, Proposal to Proposal Review.' Notis learns your mapping and applies it consistently.
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.
Connect any two apps with Notis in the middle.
Not just Salesforce and Hubspot. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Hubspot.