Keep sales email activity in HubSpot
Turn an email activity handoff into a HubSpot record for a more complete customer history.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Sales context gets fragmented when email activity is not recorded alongside the HubSpot relationship.
- Keep supplied email activity in the CRM history.
- Reduce manual engagement logging.
- Associate the record with valid HubSpot objects when their IDs are supplied.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for email activity logging.
- 3In one instruction, ask Notis to create a HubSpot email record from the activity details in the request and use valid associations when provided.
- 4Choose notis_webhook as the trigger and select a report channel.
- 5Test with one real email activity and review the engagement record in HubSpot.
Questions about this workflow
Will HubSpot send the email?
No. This action creates an email engagement record for record-keeping; it does not send the email.
What is needed to associate the email?
The association object IDs and association type IDs must be valid and exist in HubSpot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Hubspot. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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