Track planned ActiveTrail sends in HubSpot
Give planned email initiatives a HubSpot campaign record using the campaign details already available to your workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a campaign
Creates a new marketing campaign in hubspot with the specified properties, returning the created campaign data including its `campaignguid`.
Why this helps
Planned sends can lack a corresponding CRM campaign record, making it harder to find and review their context.
- Create a CRM campaign record for a planned send
- Keep campaign planning visible in HubSpot
- Use a repeatable scheduled process
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 a HubSpot campaign for each planned ActiveTrail send using the available campaign details.
- 4Pick a recurring schedule and report channel, then test with one real planned send.
Questions about this workflow
Does creating a HubSpot campaign send the ActiveTrail email?
No. This action creates a HubSpot marketing campaign record. It does not send an ActiveTrail campaign.
What if campaign details are unavailable?
Supply the missing details in the instruction or ensure they are available to Notis before the run.
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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