Record campaign email handoffs in HubSpot
Send Notis the email activity details and Cloudinary campaign context when work is handed off. It records email objects in HubSpot for CRM record keeping.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 email handoffs can disappear into messages and leave CRM activity history incomplete.
- Keep handoff activity in the CRM.
- Retain supplied campaign context with the record.
- Reduce manual activity logging.
Setup
Build it in a few focused steps.
- 1Connect Cloudinary and HubSpot once in the Notis portal.
- 2Create a named automation in Notis.
- 3In one instruction, ask Notis to create HubSpot email records from the supplied handoff properties and valid CRM associations.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real handoff and confirm its record in HubSpot.
Questions about this workflow
Does this send a marketing email?
No. It creates email objects for record keeping and does not send emails.
What is needed for associations?
Any association target ids and association type ids must refer to valid existing HubSpot entities.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudinary to Hubspot. A trigger fires from one place; an action lands in another.
Cloudinary 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.
Cloudinary and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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