Check email send records across Benchmark and HubSpot
Spot gaps between email send details and CRM engagement records during a regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Read Batch Emails
Retrieves a batch of hubspot email objects by their internal ids or values of a specified unique property, allowing targeted property selection, including historical data.
Why this helps
When send history is split between tools, it is hard to tell whether CRM records are complete.
- Retrieve HubSpot email records for comparison.
- Surface possible gaps for review.
- Make recurring record checks easier to repeat.
Setup
Build it in a few focused steps.
- 1Connect Benchmark email and HubSpot once in the Notis portal.
- 2Create an automation and describe what send details and HubSpot email records to compare.
- 3Choose a Notis cron schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real campaign and confirm both apps return the comparison data.
Questions about this workflow
Will this fix missing records?
No. The selected HubSpot action reads email objects. Use the report to identify possible gaps, then decide what changes are needed.
Can Notis compare all historical sends?
Only when the connected apps return the relevant history. Specify any needed date range and confirm it is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Benchmark email to Hubspot. A trigger fires from one place; an action lands in another.
Benchmark email 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.
Benchmark email and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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