Keep customer email context in HubSpot
Record email context your team shares in Slack so it is easier to find alongside CRM activity.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Customer email details discussed in channels can be hard to find later in the CRM.
- Keep shared customer email context with CRM activity.
- Reduce re-entry of email details.
- Create records for documentation without sending email.
Setup
Build it in a few focused steps.
- 1Connect Slackbot and HubSpot once in the Notis portal.
- 2Create an automation named Channel email context logging.
- 3Tell Notis to create a HubSpot email record for customer email context explicitly shared in the message, for record keeping only.
- 4Pick Channel Message Received as the trigger.
- 5Choose a report channel and test with one real email context message.
Questions about this workflow
Does this send an email to the customer?
No. This action creates an email record for record keeping and does not send emails.
What does HubSpot require for the record?
The action requires portal-specific properties and valid existing association identifiers when associations are included.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Hubspot. A trigger fires from one place; an action lands in another.
Slackbot 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slackbot and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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