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Keep HubSpot campaign touch history current

Make campaign history easier to trust by logging available link touch context during a regular review.

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

The CRM record can miss campaign touch context when link activity and follow-up notes live elsewhere.

  • Keep supplied campaign touch details in CRM history
  • Reduce manual activity logging
  • Make regular review easier

Setup

Build it in a few focused steps.

  • 1Connect Bitly and HubSpot once in Notis.
  • 2Create an automation in the portal or tell Notis to create one from any channel.
  • 3Describe which available Bitly campaign touch details should be logged as HubSpot email records.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real touch and verify the record does not send an email.

Questions about this workflow

Does this send an email to a contact?

No. The action creates email engagement records for record-keeping and does not send emails.

Can it avoid duplicate records?

Ask Notis to check available existing CRM context before creating records. Reliable deduplication depends on the identifiers available to the workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bitly to Hubspot. A trigger fires from one place; an action lands in another.

Bitly triggers

Hubspot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Bitly and Hubspot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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