Trigger Marketing Emails from Salesforce Contact Updates
When a contact's engagement score or job title changes in Salesforce, you should respond with timely messaging. This automation drafts marketing emails in Hubspot so you can send them immediately.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Create a new marketing email
Creates a new marketing email in hubspot, allowing comprehensive configuration of content, recipients, sender details, a/b testing, scheduling, web version, and other settings; the internal `name` for the email is required.
Why this helps
Contact changes in Salesforce often go unnoticed, so you miss opportunities to re-engage prospects or reach new stakeholders at accounts.
- Catch contact changes and respond immediately
- Reduces missed re-engagement opportunities
- Enables faster pivot to new stakeholders
- Saves time drafting templated emails
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Hubspot integrations to Notis.
- 2Create an automation with the instruction: 'When a contact is updated in Salesforce, create a new draft marketing email in Hubspot.'
- 3Set where Notis notifies you (email, Slack, Telegram).
- 4Choose 'Contact Updated' as your trigger.
- 5Test by updating a contact in Salesforce and review the draft email created in Hubspot.
Questions about this workflow
Can the email be personalized with the contact's name?
Yes. Notis includes contact details in the email template automatically. You can customize the prompt to request specific personalization like 'include their company name and new title.'
Will this create the same email every time?
Notis uses a template, but you can vary it by specifying conditions in your automation prompt, e.g., 'if title changed, send X email; if engagement increased, send Y email.'
What if I don't want a draft for every contact update?
Specify conditions in your prompt like 'only create an email if the change is to these specific fields' to reduce noise.
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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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