Review WhatsApp leads on a schedule and save them in HubSpot
If you prefer a regular review window, schedule Notis to process WhatsApp lead information that you make available and add qualified contacts to HubSpot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 steady flow of inquiries can make it easy to miss lead details that need to move from chat into CRM.
- Batch lead entry into a predictable review routine.
- Reduce the number of times you switch between chat and CRM.
- Apply consistent criteria to supplied lead information.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and the source that provides the WhatsApp lead information once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the scheduled lead review.
- 3Tell Notis how to identify qualified leads from the information available at run time and create HubSpot contacts using supported details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run once with a real example and review the created contact.
Questions about this workflow
Does the schedule read TimelinesAI messages by itself?
A schedule starts the workflow, but the workflow still needs access to the lead information at run time. Make that source available to Notis.
Can I choose how often it runs?
Choose a recurring schedule when you set up the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Hubspot. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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