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Sync Beex WhatsApp ticket messages with HubSpot contact activities

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Created by: Beex || zapix

Beex

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Last update a day ago

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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 created_at field.

  8. Consolidate Chats
    Individual messages are consolidated into a single record (all in HTML format). Send all chat content to hs_communication_body in API HubSpot.

Setup Instructions

  1. Install Beex Nodes: Before importing the template, install the Beex trigger and node packages using the following package names:
n8n-beex-nodes
  1. Configure HubSpot Credentials: Configure your HubSpot connection with the following:
  • Access token (typically from a private application)
  • Read and write permissions for the Contacts objects

hubspot_token.png

  1. Configure Beex Credentials: For Beex users with platform access (for testing requests, contact [email protected]):

  • Go to Platform Settings → API Key and Callback.

  • Copy your API key and paste it into the Beex node (Get Messages) in n8n.

  • Activate Typing Registry in Callback Integration option

beex_api_key_2.png

imagen12_f046f11157.png

  1. Configure the Webhook URL: Copy the Webhook URL (Test/Production) from the Beex activation node and paste it into the Callback Integration section in Beex. Save your changes.

imagen11_d6cac8dcb7.png

Requirements

  • HubSpot: An account with a private application token and read/write permissions for Contacts objects.

  • Beex: An account with permissions to receive Typing Registry events in Callback Integration.

Customization Options

  • You can customize the HTML format provided to text, audio, or image messages.