Create HubSpot contacts from Chatfai conversations
Turn promising AI conversations into organized HubSpot contacts before leads slip away.
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
Qualified prospects can remain trapped in chat history while follow-up gets delayed.
- Capture qualified prospects quickly
- Reduce manual CRM entry
- Keep conversation context available for follow-up
Setup
Build it in a few focused steps.
- 1Connect Chatfai and HubSpot in Notis once.
- 2Create a new automation and name the lead capture workflow.
- 3Tell Notis to create a HubSpot contact from each qualified Chatfai conversation, including the useful context.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Test it with one real Chatfai conversation.
Questions about this workflow
What counts as qualified?
Describe your qualification cues in the automation prompt, such as buying intent or a request for pricing.
Will Chatfai send every conversation?
Only webhook requests sent to this automation run it, so you control which conversations are submitted.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatfai to Hubspot. A trigger fires from one place; an action lands in another.
Chatfai 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.
Chatfai and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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