Keep call summaries with your HubSpot customer records
Make call context easier to find by asking Notis to add selected Baserow summaries to HubSpot as engagement records.
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
Call takeaways lose value when teammates cannot find them in the CRM history.
- Reduce repeated note entry
- Keep selected call summaries with CRM activity
- Help teammates find the latest context
Setup
Build it in a few focused steps.
- 1Connect Baserow and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which Baserow call summaries to log as HubSpot email records and what identifiers to use for associations.
- 4Choose a recurring schedule and a place for run reports.
- 5Test with one real call summary and confirm its record and associations.
Questions about this workflow
Will HubSpot send an email from this record?
No. The action creates an email object for record keeping and does not send a message.
What if a summary has no matching contact?
Tell Notis how to handle missing associations and review the test result before running on more records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baserow to Hubspot. A trigger fires from one place; an action lands in another.
Baserow 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.
Baserow and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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