Organize Vendor Relationships in Hubspot Automatically
Vendors and suppliers email you with introductions, but managing their relationships is scattered across your inbox and notes. Notis creates vendor company profiles in Hubspot automatically.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
You accumulate vendor relationships through email introductions, but without a central record, you lose track of who they are, what they offer, and how to reach them when you need them.
- Centralizes all vendor and supplier relationships in Hubspot
- Makes it easy to find and re-engage vendors when you need specific services
- Reduces email clutter by organizing vendors as company records
- Prevents losing vendor contact info when email threads get archived
Setup
Build it in a few focused steps.
- 1Connect Gmail and Hubspot to Notis.
- 2Create an automation: 'When I receive an email from a vendor or supplier, create a company record in Hubspot with their company name, contact, and services mentioned.'
- 3Select your notification channel.
- 4Test by forwarding yourself a vendor introduction email and confirm the company appears in Hubspot.
Questions about this workflow
How does Notis identify vendor emails?
You teach Notis by example in your prompt. For instance: 'Emails with subject lines containing vendor, supplier, partnership, or services' or from specific email domains.
Can it extract what services they offer?
Yes. Notis can parse email content to extract services, pricing, or capabilities if you specify what to look for in your prompt.
What if a vendor emails multiple times?
Notis recognizes existing vendor companies and updates their record with new information, keeping your vendor database fresh without duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Hubspot. A trigger fires from one place; an action lands in another.
Gmail triggers
Hubspot actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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.
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.
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.
Connect any two apps with Notis in the middle.
Not just Gmail and Hubspot. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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