Log selected Calendly meetings in HubSpot each week
Record useful meeting context as HubSpot activity in a scheduled review, so it is easier to find alongside CRM records.
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
Important meeting context can be hard to locate when it stays only in a scheduling tool.
- Preserve selected meeting context in HubSpot
- Batch activity creation in a recurring review
- Reduce manual CRM note taking
Setup
Build it in a few focused steps.
- 1Connect Calendly and HubSpot once in the Notis portal.
- 2In Automations, choose New Automation and give it a name and prompt.
- 3Ask Notis to review the prior week's available Calendly meetings and create HubSpot email records for the meetings you describe.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real meeting and check that any requested associations use valid HubSpot IDs.
Questions about this workflow
Will HubSpot send these records as messages?
No. The batch email action creates email objects for record-keeping and does not send emails.
What meeting details can be included?
Only details available from Calendly or otherwise supplied to Notis can be used. Avoid expecting missing notes or attendee data to be inferred.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendly to Hubspot. A trigger fires from one place; an action lands in another.
Calendly 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.
Calendly and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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