Clean duplicate HubSpot companies
Remove duplicate company records after a focused data review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Duplicate accounts split context and make ownership and reporting harder to trust.
- Reduce duplicate account clutter
- Improve reporting consistency
- Make account ownership clearer
Setup
Build it in a few focused steps.
- 1Connect Chatfai and HubSpot in Notis once.
- 2Create an automation for confirmed duplicate cleanup.
- 3Tell Notis to archive the listed duplicate HubSpot company ids and leave the retained records untouched.
- 4Choose a Notis webhook trigger and report channel.
- 5Test with one reviewed duplicate set.
Questions about this workflow
Does this merge companies?
No. It archives the specified duplicate records.
How should the retained company be handled?
Keep it out of the archive list and include its id in the review context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatfai to Hubspot. A trigger fires from one place; an action lands in another.
Chatfai 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Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.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.
Chatfai and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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