Keep BotPenguin support escalations visible in HubSpot
Turn an escalation from chat into a CRM follow-up point for your team.
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
A support escalation can be acknowledged in chat and still fall through the cracks after the conversation ends.
- Make escalated customers easier to find
- Reduce forgotten follow-up
- Preserve the supplied contact context
Setup
Build it in a few focused steps.
- 1Connect BotPenguin and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for support escalations.
- 3Describe that an escalation webhook should create a HubSpot contact using the customer details supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real escalation payload.
Questions about this workflow
Does this create a HubSpot ticket?
No. The selected action creates contacts. The listed HubSpot ticket actions archive tickets, and do not create them.
Can this include the customer's issue summary?
Notis can use details present in the webhook payload. Include the issue summary in the payload if you want it available to the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotPenguin to Hubspot. A trigger fires from one place; an action lands in another.
BotPenguin 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.
BotPenguin and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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