Prepare HubSpot contacts for feedback follow-up
Make it easier to follow up with customers whose subscription context calls for a conversation.
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
Feedback follow-up can stall when the account context exists but the contact is not ready in HubSpot.
- Creates contacts only when required contact information is available.
- Can associate contacts with a valid company or other CRM object.
- Keeps follow-up preparation close to the account context.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and HubSpot once in the Notis portal.
- 2Create an automation and give it a name.
- 3Tell Notis what feedback-related criteria to use and which available contact details to create.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the contact and association.
Questions about this workflow
Does Baremetrics provide feedback text in this workflow?
The available context only describes Baremetrics subscription analytics and customer insights. Supply any feedback text or criteria that is not returned by the connected data.
Will this action send a survey?
No. It creates HubSpot contacts; it does not send surveys or messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Hubspot. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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