CRM Updates

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Quick start: speak these

Update Jane’s lead status to Interested in HubSpot.

Log a call with Jane: 15-minute chat about workflow improvements.

Create follow-up tasks for Jane.

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CRM workflow with Notis

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1. Capture new contacts

Add new lead from this business card

• Name: Jane Doe
• Company: InnovateCo
• Email: jane.doe@innovateco.com
• Phone: +34 612 345 678
• New lead created in HubSpot

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2. Update lead status

Update Jane Doe’s status to Interested.

Move John to Qualified.

Mark Acme Corp as Won.

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3. Log calls and meetings

Log a call with Jane: 15-minute discussion about workflow improvements. She’s eager to see a demo.

• Call duration
• Key topics discussed
• Sentiment and interest level
• Next steps mentioned

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4. Create follow-up tasks

Create follow-up tasks for Jane.

Remind me to send the proposal to John on Friday.

1. Send demo invitation email
2. Prepare tailored demo
3. Schedule meeting for next Thursday

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5. Draft follow-up emails

Draft a follow-up email to Jane with our best case study.

• Pull the most relevant case study from your documents
• Draft an email tailored to their needs
• Reference your previous conversations

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Set up your CRM connection

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Use it with Notion

• CRM Updates (via Notion)

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Recommended Integrations

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Automations

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Stage-change follow-up pack

1. Go to the Automations tab in the Notis portal and create a new automation.
2. Select your CRM (HubSpot / Pipedrive / Salesforce) and set the trigger to Deal Stage Updated.
3. Paste the instruction below (feel free to customize):

A CRM deal stage was updated.

Your job: create a "follow-up pack" for the user based on the deal + new stage.

Inputs you can rely on:
- Deal name
- Deal stage (new stage)
- Company
- Primary contact (if present)
- Deal amount / close date (if present)
- Any notes passed in the trigger payload

Steps:
1) Summarize what changed:
- Deal:
- Company:
- New stage:
- Key fields (amount, close date, owner, last activity if available)

2) Decide what should happen next based on the stage:
- If stage suggests a meeting/demo is next:
  - Create tasks: "Send agenda", "Confirm attendees", "Prep deck", "Collect requirements"
  - Draft a short email proposing times + including a meeting link (if available)
- If stage suggests proposal/contract:
  - Create tasks: "Prepare proposal", "Internal review", "Send proposal", "Follow up in 48h"
  - Draft a follow-up email referencing the proposal and clear next step
- If stage is "Closed Won":
  - Create tasks: "Handoff to onboarding", "Kickoff meeting", "Invoice setup"
  - Draft a congratulations + next steps email
- If stage is "Closed Lost":
  - Create tasks: "Capture loss reason", "Set reminder to reconnect in 90 days"
  - Draft a polite close-out email asking for feedback

3) Create the tasks in the user’s preferred task system.
Each task must include:
- A clear title
- A due date suggestion (relative, e.g. "tomorrow" or "in 2 days")
- A short note that includes the deal + stage context

4) Draft ONE email the user can send immediately.
Requirements:
- 5–10 lines max
- Specific next step
- Use deal + stage context
- If contact name is missing, write it generically ("Hi there,")

Output format:
### Deal update
- ...

### Tasks created
1) ...
2) ...

### Draft email
Subject: ...
Body:
...

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Pro tips

• Be specific with names: “Jane Doe at InnovateCo” helps Notis find the right record.
• Mention interest signals: “She’s eager” or “not interested yet” updates sentiment.
• Reference time: “15-minute call” or “met at the conference” adds valuable context.
• Batch updates: Log multiple interactions in one voice note.