Keep customer referrals from getting lost
Send Notis the referred person's details and referral context from WhatsApp to create a contact in HubSpot.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Referrals are easy to forget when their details and source remain in a chat thread.
- Keep referred people in the CRM
- Retain referral context supplied in the request
- Make referral follow-up easier to track
Setup
Build it in a few focused steps.
- 1Connect 2chat and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a HubSpot contact using the referral details in the webhook request and report missing information.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real referral example.
Questions about this workflow
Does the contact automatically include who referred them?
Include the referral source in the request and instruct Notis to retain it when creating the contact.
Does the webhook receive WhatsApp content automatically?
No 2chat triggers are available here. The webhook request needs to provide the referral details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Hubspot. A trigger fires from one place; an action lands in another.
2chat 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.
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.
2chat and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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