Bring engaged subscribers into your follow-up queue
Use a recurring review to surface engaged subscribers and keep identifiable people in HubSpot for your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Engagement metrics are easy to overlook when they require a separate check and manual CRM entry.
- Surface engaged subscribers during a routine review.
- Reduce manual CRM entry for identifiable people.
- Keep the workflow focused on records with enough information to create contacts.
Setup
Build it in a few focused steps.
- 1Connect AimTell and HubSpot to Notis once in the portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe which engagement signals and review period should qualify a subscriber for HubSpot contact creation.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real subscriber record and inspect the created contact.
Questions about this workflow
Can Notis determine who is engaged without a rule?
Give Notis the engagement criteria and review period in the prompt. The workflow should not assume an unstated threshold.
What if AimTell does not have a subscriber's email?
Notis should skip creating a contact when the available details are insufficient, and report that the record needs more information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Hubspot. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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