Start a HubSpot campaign from scheduled benchmark reviews
Make a recurring benchmark review a clear campaign initiative in HubSpot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a campaign
Creates a new marketing campaign in hubspot with the specified properties, returning the created campaign data including its `campaignguid`.
Why this helps
Recurring performance reviews can happen without a convenient place to coordinate related marketing work.
- Turn a scheduled review into a trackable campaign.
- Reduce the setup work before review meetings.
- Keep campaign creation tied to current Bench results.
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 to review the latest Bench results and create a HubSpot campaign when the results support a distinct review initiative.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real benchmark review.
Questions about this workflow
Will this create a campaign every time it runs?
Describe in your instruction when a distinct campaign is warranted. Notis can use the available Bench results, but any missing criteria must be supplied by you.
Does creating a campaign launch marketing?
No. This action creates a HubSpot campaign record; it does not by itself send marketing messages.
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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