Keep monthly benchmark trends in HubSpot
See the direction of performance without assembling a trend summary by hand.
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
Monthly trends take time to piece together when results are spread across historical benchmark runs.
- Summarize changes over a defined period.
- Keep trend context available alongside relevant records.
- Reduce manual reporting effort.
Setup
Build it in a few focused steps.
- 1Connect Bench and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which Bench metrics and period to summarize and to create a HubSpot email record associated with valid CRM records you identify.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real period of available history.
Questions about this workflow
Can it include a comparison with the prior month?
Yes, when Bench history contains both periods. State the comparison you want in your instruction.
Does it create a new CRM object type?
No. It creates a HubSpot email engagement record for record-keeping.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bench to Hubspot. A trigger fires from one place; an action lands in another.
Bench 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.
Bench and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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