Connect Whatsapp to Hubspot

When something happens in Whatsapp, Notis takes the next step in Hubspot. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Whatsapp to Hubspot

View example

Create HubSpot contacts from new WhatsApp leads

Qualified inbound conversations become HubSpot contacts while the lead is still warm. Notis runs it from the WhatsApp or Notis trigger you choose.

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Create HubSpot deals from WhatsApp sales inquiries

High-intent WhatsApp inquiries open HubSpot deals without a second round of data entry. Notis runs it from the WhatsApp or Notis trigger you choose.

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Create HubSpot companies from WhatsApp business inquiries

Business inquiries create organized HubSpot company records directly from the conversation. Notis runs it from the WhatsApp or Notis trigger you choose.

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Open HubSpot deals after WhatsApp demo acceptance

An explicit WhatsApp acceptance becomes a HubSpot deal at the moment of commitment. Notis runs it from the WhatsApp or Notis trigger you choose.

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Create HubSpot campaigns from WhatsApp briefs

Complete WhatsApp briefs become HubSpot campaigns without losing the original intent. Notis runs it from the WhatsApp or Notis trigger you choose.

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Clone HubSpot emails after WhatsApp approval

A clear WhatsApp approval creates the requested HubSpot email clone immediately. Notis runs it from the WhatsApp or Notis trigger you choose.

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Create HubSpot marketing emails from WhatsApp briefs

A complete WhatsApp newsletter brief creates a HubSpot marketing email draft ready for review. Notis runs it from the WhatsApp or Notis trigger you choose.

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Create HubSpot A/B email variations from WhatsApp approvals

An explicit WhatsApp approval creates the HubSpot test variation without another reminder. Notis runs it from the WhatsApp or Notis trigger you choose.

View example

Log WhatsApp client updates as HubSpot email records

Forwarded client context becomes a durable HubSpot engagement record for the team. Notis runs it from the WhatsApp or Notis trigger you choose.

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Hubspot. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Hubspot actions

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

TriggerPolling

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

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.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

TriggerInstant

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.