Keep webinar follow-up activity with the contact
Record follow-up activity in HubSpot so your team can see what happened after a ClickMeeting webinar.
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
Follow-up can happen in separate tools and leave the HubSpot contact history incomplete.
- Keep follow-up activity associated with relevant CRM records.
- Make post-webinar context easier to find.
- Create activity records without sending email.
Setup
Build it in a few focused steps.
- 1Connect ClickMeeting and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which ClickMeeting webinar follow-up activity to record as HubSpot email engagements and which available records to associate.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real follow-up example and inspect the HubSpot activity.
Questions about this workflow
Will the automation send follow-up emails?
No. This action creates email objects for record-keeping and does not send emails.
What if the contact cannot be matched?
Tell Notis to skip the record and report it for review when it cannot identify a valid HubSpot association.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickmeeting to Hubspot. A trigger fires from one place; an action lands in another.
Clickmeeting 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.
Clickmeeting and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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