Launch Campaigns for New Salesforce Accounts
When sales closes a new account, marketing should launch a campaign immediately. This automation creates a Hubspot campaign for every new Salesforce account so nurturing starts right away.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create a campaign
Creates a new marketing campaign in hubspot with the specified properties, returning the created campaign data including its `campaignguid`.
Why this helps
New accounts close in Salesforce, but marketing campaigns don't launch because sales doesn't notify marketing and data stays siloed between systems.
- Launch campaigns automatically for new accounts
- Reduce time-to-first-campaign
- Improve new account nurturing velocity
- Create accountability through automation
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Hubspot to Notis.
- 2Create an automation: 'When an account is created in Salesforce, create a new marketing campaign in Hubspot to nurture this account and its contacts.'
- 3Specify campaign naming convention in your prompt, e.g., 'name it [Account Name] - Onboarding Campaign.'
- 4Set your notification channel.
- 5Select 'Account Created or Updated' as your trigger.
- 6Test by creating a Salesforce account and verify a campaign appears in Hubspot.
Questions about this workflow
Can campaigns be populated with contacts automatically?
Yes. Tell Notis 'add all contacts from this account to the campaign' and it will auto-enroll matching contacts from Hubspot.
What campaign template should be used?
Specify your template in the automation prompt, e.g., 'use the New Customer Onboarding template' or 'create a blank campaign named [account name].'
How does Notis know which account was created?
Salesforce sends account details (name, industry, owner). Notis matches them to contacts or companies in Hubspot to create the right campaign.
When this happens · Trigger
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Supported Triggers and Actions
Notis builds workflows that link Salesforce to Hubspot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Hubspot actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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