General Maintenance and improvements

Make your Monday experience even more powerful with the 

—and turn conversations into conversions, faster. Say goodbye to switching platforms—start meaningful conversations where your work happens!

1. Chat Directly from Monday item details page

Embedded WhatsApp Chat View in Monday

We’ve introduced powerful template capabilities to enhance your messaging experience in the HubSpot Embedded Chat view:

Note templates variables are not supported yet in HubSpot. Coming soon!

For users composing messages in languages like Hebrew, Arabic, Farsi, or Urdu, we’ve added automatic RTL support to make communication smoother: message text automatically shifts to RTL while editing or displaying when RTL characters are detected.

HubSpot Chat View - Templates and Improvements

We are excited to present the WhatsApp Chat View feature within our HubSpot integration. This enhancement enables users to manage WhatsApp communications directly from HubSpot's Contact and Deal records, streamlining interactions and improving efficiency.

Discover how to get started with the HubSpot Integration – WhatsApp Chat View in our 

HubSpot Integration – WhatsApp Chat View

You can now sync messages from group chats to existing contacts in HubSpot without needing to auto-create new contacts. Instead, group chats are strictly matched by name, not phone number, for automatic linking to existing contacts and deals. Users can also copy the group chat name directly from the chat view page.

Sending messages to groups via custom actions

Custom action "Send message" was upgraded to send messages in groups:

Pipeline and Stage Selection for Deal Auto-Creation

This feature lets you choose both a pipeline and a stage for automatic deal creation. If "Deal auto-creation" is turned off, the option stays hidden.

By default, the first pipeline in your HubSpot setup is shown as "Default pipeline," but you can select any available pipeline and stage from a dropdown menu.

If changes are made in HubSpot, you can easily reload the list of pipelines and stages to ensure you're working with the latest options.

This feature allows automatic updating of the contact and deal owner in HubSpot when the chat responsible person changes in TL.

An integration setting, "Update contact and deal owner when chat assignment changes," is available (off by default). When enabled and a new person is assigned to a chat in TimelinesAI Shared Inbox , the following updates occur:

HubSpot Integration: Group Chat Sync and messaging, Pipeline Selection and Automatic Owner Updates

Hubspot - Real-Time messages syncing improvement

We have improved the template system to allow for more flexible creation, management, and usage of templates within TimelinesAI.

General Maintenance and improvements

Embedded WhatsApp Chat View in Monday

HubSpot Chat View - Templates and Improvements

HubSpot Integration – WhatsApp Chat View

HubSpot Integration: Group Chat Sync and messaging, Pipeline Selection and Automatic Owner Updates

Hubspot - Real-Time messages syncing improvement

Template Management Enhancement

Webhooks v2

TimelinesAI changelog

General Maintenance and improvements

Embedded WhatsApp Chat View in Monday

HubSpot Chat View - Templates and Improvements

HubSpot Integration – WhatsApp Chat View

HubSpot Integration: Group Chat Sync and messaging, Pipeline Selection and Automatic Owner Updates

Hubspot - Real-Time messages syncing improvement

Template Management Enhancement

Webhooks v2