Clone Emails for Quick Response to Contact Changes
When a Salesforce contact shows high engagement or a job change, you should respond with an email. This automation clones a template email in Hubspot so you can customize and send immediately.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Clone marketing email
Duplicates an existing hubspot marketing email, identified by its `id`, into a new draft; an optional `clonename` can be assigned to this new email copy.
Why this helps
Contact updates in Salesforce happen but you don't respond quickly enough because you have to manually draft or clone emails, losing the moment of engagement.
- Respond to contact changes faster
- Templated emails ready to customize
- Reduce cognitive load of drafting
- Improve engagement timing
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Hubspot to Notis.
- 2Create an automation: 'When a contact is updated in Salesforce, clone this Hubspot email template and create a draft in Hubspot ready for me to customize.'
- 3Specify which email template to clone in your Hubspot account.
- 4Set your notification preference.
- 5Select 'Contact Updated' as your trigger.
- 6Test by updating a contact in Salesforce and verify the cloned email appears as a draft in Hubspot.
Questions about this workflow
Which email template gets cloned?
Specify in your automation prompt, e.g., 'clone the Re-engagement Email template' or 'clone the New Stakeholder email.' You control the template used.
Is the email sent automatically or just created?
Just created as a draft so you can personalize it first. Notis includes contact details for easy customization before sending.
Can different contact changes trigger different email templates?
Yes. Specify in your prompt like 'if job title changed, clone Job Change Email; if engagement increased, clone Re-engage Email.'
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
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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When this happens · Trigger
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