Keep completed follow-ups visible in HubSpot
Review completed outreach notes from Marvin and record the interactions in HubSpot, so the next conversation starts with useful 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
A completed follow-up in a task manager may never make it into the CRM activity history.
- Keep CRM activity history closer to the work completed.
- Save manual copying of outreach notes.
- Give future follow-ups more context.
Setup
Build it in a few focused steps.
- 1Connect Amazing Marvin and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a prompt for reviewing completed outreach notes.
- 3Describe which completed follow-ups should become HubSpot email records and how to handle missing associations or timestamps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real follow-up and inspect the email record in HubSpot.
Questions about this workflow
Will this send emails?
No. The selected HubSpot action creates email engagement records for record-keeping. It does not send email.
What information is needed to associate an activity?
The HubSpot action requires valid association IDs and association type IDs. Supply the needed identifiers in the reviewed data or prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Amazing Marvin to Hubspot. A trigger fires from one place; an action lands in another.
Amazing Marvin 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.
Amazing Marvin and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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