Sync Beex WhatsApp ticket messages with HubSpot contact activities
Summary This workflow detects ticket classification events in Beex where the communication channel was WhatsApp, extracts the messages from the interaction, and logs them as activity in the corresponding HubSpot conta...
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Summary This workflow detects ticket classification events in Beex where the communication channel was WhatsApp, extracts the messages from the interaction, and logs them as activity in the corresponding HubSpot contact.
How it works 1. Beex Trigger Receives the ticket classification event On Managment Create via a pre-configured callback.
2. Filter by Channel The automation only considers classification events where the communication channel was a WhatsApp message.
3. Get Phone The phone number is used to find the contact to whom the activity should be assigned in HubSpot. The country code must be configured manually.
4. Search Contact Finds the contact in HubSpot using the phone number.
5. Get Messages When a ticket is categorized, its ID and all messages from the interaction can be retrieved from trigger node.
6. Routing, Formatting, and Consolidation We route messages based on their content, whether text, image, or audio. Each message is formatted in HTML, compatible with HubSpot activities.
7. Sort Messages Messages are sorted according to their createdat field.