Keep campaign activity with your HubSpot records
Use a scheduled run to record available ActiveTrail campaign activity in HubSpot for easier follow-up context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Campaign context can be separated from CRM conversations, leaving follow-up owners to search multiple tools.
- Keep available campaign activity near CRM records
- Give follow-up work more context
- Create records in batches
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create HubSpot email records from available ActiveTrail campaign activity and associate records only where valid details are available.
- 4Pick a recurring schedule and report channel, then test with one real activity example.
Questions about this workflow
Will this send an email campaign?
No. The HubSpot action creates email records for record-keeping and does not send emails.
Can every activity be associated with a HubSpot contact?
Only when the required valid association details are available. Missing association data must be supplied or left unassociated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Hubspot. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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.
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.
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.
ActiveTrail and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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