Capture new WhatsApp leads in HubSpot
Keep new inquiries from getting buried in chat. Ask Notis to review incoming WhatsApp messages and add a HubSpot contact when someone appears to be a prospective customer.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Copying a name and number from WhatsApp into HubSpot adds friction when a founder is already juggling conversations and sales follow-up.
- Save time entering contact details by hand.
- Keep prospective customers visible in HubSpot.
- Use conversation context to capture available details.
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to identify prospective customers in new WhatsApp messages and create a HubSpot contact using only details available in the conversation.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry and review the resulting contact.
Questions about this workflow
Will this create a contact for every incoming message?
Describe the qualification criteria in your instruction. Notis can use conversation context to decide whether a message looks like a prospective customer.
What if the conversation does not include an email address?
Ask Notis to use only details available in the conversation. Any information not present in the message will be missing.
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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