Bring HubSpot Campaign Context Into Customer Planning
Review active campaign information alongside customer work without manually searching through campaign lists.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Campaign search
Searches for and retrieves a paginated list of hubspot marketing campaigns.
Why this helps
Campaign context can be overlooked when customer planning happens in a different CRM.
- Make campaign context available during customer planning.
- Reduce manual searching for marketing activity.
- Get a recurring summary from campaign search results.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the campaign review.
- 3Ask Notis to retrieve HubSpot campaigns and summarize the results relevant to your CentralstationCRM customer planning.
- 4Select a recurring schedule and where run reports should go.
- 5Test with a real run and confirm the returned campaign information is useful.
Questions about this workflow
Does this workflow create or send a campaign?
No. It searches for and retrieves HubSpot marketing campaigns for review.
Can the summary include campaign performance analytics?
The listed action searches campaign records. Do not assume performance metrics are available unless they appear in the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Hubspot. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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