Review weekly sales progress in HubSpot
Get a concise CRM record of your sales goal progress so the context is available where follow-up happens.
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
Weekly reviews take extra effort when goal datapoints and customer context live in separate places.
- Bring recent datapoint context into a HubSpot record.
- Make weekly review easier to pick up after interruptions.
- Keep the summary tied to valid CRM associations when supplied.
Setup
Build it in a few focused steps.
- 1Connect Beeminder and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Ask Notis in one instruction to review recent sales goal datapoints and create a HubSpot email record summarizing them with valid association details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the HubSpot email properties and associations are valid.
Questions about this workflow
Does the workflow know what counts as recent?
Tell Notis the review period in your instruction, such as the prior seven days. The summary can only use datapoints available from Beeminder.
Will HubSpot email the summary to anyone?
No. The action creates an email record for CRM history; it does not send email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beeminder to Hubspot. A trigger fires from one place; an action lands in another.
Beeminder 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.
Beeminder and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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