Organize Account Data with Automatic Property Groups
Standardizing how account data is structured in Hubspot reduces confusion. This automation creates property groups for new accounts so your team knows exactly where custom data lives.
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 new property group
Creates a new, empty property group for a specified crm object type in hubspot, requiring a unique group name for that object type; properties must be added separately.
Why this helps
Inconsistent property group structure across accounts makes Hubspot hard to navigate, and team members create duplicate or conflicting properties.
- Consistent CRM structure across all accounts
- Reduces duplicate or conflicting properties
- Improves team navigation and data quality
- Scales organizational consistency
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 property group in Hubspot named [Account Name] - Custom Fields to hold account-specific properties.'
- 3Specify any default properties to include in the group.
- 4Set your notification channel.
- 5Select 'Account Created or Updated' as your trigger.
- 6Test by creating a Salesforce account and verify a property group appears in Hubspot.
Questions about this workflow
What properties should be in each group?
You decide. Specify in your prompt like 'include these default fields: Contract Value, Renewal Date, Health Score, and Account Notes.'
Can properties be added to the group automatically?
Yes. Tell Notis which properties to auto-create in the group, and they'll be included whenever the group is created.
What if a property group already exists for an account?
Notis can check first and skip creating duplicates. Specify 'only create if group doesn't already exist' in your prompt.
When this happens · Trigger
Do this · Action
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
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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 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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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