Sync Salesforce Record Changes to Hubspot Archival
When you mark a record as inactive in Salesforce, related records in Hubspot should be archived automatically. This automation coordinates that across systems.
Trigger
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.
Action
Archive batch of objects by id
Archives a batch of existing, non-archived crm objects of a specified `objecttype` by their ids, effectively hiding them from active use.
Why this helps
Salesforce records are archived but corresponding Hubspot records remain active, creating inconsistency and confusion about what's actually live.
- Keep Salesforce and Hubspot in sync
- Reduce manual cleanup work
- Prevent working with outdated records
- Maintain data consistency
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Hubspot to Notis.
- 2Create an automation: 'When a record is updated in Salesforce to status inactive or archived, find the matching object in Hubspot and archive it too.'
- 3Specify which Salesforce record types and Hubspot object types to sync.
- 4Set your notification channel.
- 5Select 'Record Updated (Generic SObject)' as your trigger.
- 6Test by archiving a record in Salesforce and verify matching objects archive in Hubspot.
Questions about this workflow
How does Notis match Salesforce records to Hubspot objects?
By account or contact association, plus record names or IDs. Specify your matching logic in the automation prompt.
What if a Salesforce record relates to multiple Hubspot objects?
Notis will archive all related objects. Tell Notis if you want to exclude certain object types from archival.
Can this work in reverse, archiving Salesforce when Hubspot changes?
This specific automation goes Salesforce-to-Hubspot, but you can create the reverse workflow with a separate automation.
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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