Keep Customer Email Context With HubSpot Records
Log a customer email interaction in HubSpot when the details arrive from your CentralstationCRM workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email
Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.
Why this helps
Customer context gets fragmented when email activity is not recorded with the relevant CRM records.
- Keep supplied email activity details in HubSpot.
- Make customer context easier to find during follow-up.
- Start logging from a webhook request.
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 email record workflow.
- 3Tell Notis to create a HubSpot email engagement from each request's interaction details and valid associations.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real interaction, including a valid UTC millisecond timestamp and existing association details.
Questions about this workflow
Does creating this record email the customer?
No. It creates an email engagement record in HubSpot and does not send an email.
What does the action require?
It requires portal-specific properties, such as an hs timestamp value as a UTC millisecond timestamp. Any associations must also be valid.
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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