HubSpot and Notion automations

Ready-made scenarios where HubSpot and Notion work for you: pick one — a copy appears in your account and runs on its own.

56 scenarios

A new contact — instantly a card on your task board
HubSpot entries — records in база знаний
Data shaped to the table format — prepared automatically before writing
Chat messages — into support tickets
New deals routed automatically — to the team, table, and slides
Customer emails become support tickets with a spreadsheet log
Priority for big-budget leads — straight to the CRM and a team signal
CRM deals into a sheet — a pipeline snapshot
Early churn-risk detection from Zendesk tickets
Lead scoring and routing: hot leads straight to sales
CRM company and task from a form submission
Win back abandoned Shopify carts by email and in CRM
Form feedback turned into tasks across your trackers
The follow-up after a meeting — written for you
Route leads by budget and source — automatically
Auto-handle lead replies from email — CRM task and sales alert
Support emails become tickets with a priority attached
Contacts tagged by role and seniority — automatically
Stuck tickets, followed up automatically
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Early warnings on at-risk deals, delivered to the rep's chat
Client renewal reminders — ahead of time
Capture and route leads from every channel
Contacts from your base into your address book, grouped
Collect client reviews and summarize them to chat automatically
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Deal close-date forecasting from your own history, auto-updated in the CRM
Shipping quotes delivered right in the customer chat
Welcome new clients and assign managers — right after the deal closes
CRM deals synced to a sheet, with a daily email summary
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Customer feedback from every channel, turned into themes and tasks
Support metrics from two systems — in one weekly report
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
SLA monitoring that warns before a ticket breaches
Lead gathering and drafted emails for approval, sending the approved
Incoming lead sorting and routing — automatically
A satisfaction survey after every deal, with replies sorted
Voice of the customer from every channel: collected, clustered, acted on
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
New-client intake from one form — across all your systems
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
AI support across every channel, grounded in your docs
BANT call qualification and CRM handling — on autopilot