Improvements:

• Updated HubSpot phone number search logic to correctly handle special LATAM number formats, consistent with Pipedrive behavior.

• Limited HubSpot deal caching period to 24 hours to align with activity data, ensuring more accurate and timely associations.

• Enhanced Public API with support for filtering chat by created_timestamp, enabling more precise data queries.

• Improved performance of global search for faster results.

• Optimized Zapier integration by reducing operation time when checking for new incoming messages.

Bug Fixes:

• Fixed an issue in HubSpot integration, where messages failing to sync due to API rate limits were removed from the queue.

  • Now, messages are retained in the sync queue and logged after exceeding three retry attempts, allowing them to sync when possible.

• Fixed an issue in HubSpot integration, where contact and deal owners were not updating properly when chat assignment changed.

• Resolved an issue where the Public API was not returning the created_by value for chats.

• Fixed the “Reset Default Filter” button on the chat list page.

• Corrected the "Set as Default Filter View" checkbox behavior so changes persist after modifying filter view.

• Resolved pagination issues on the "Upload Files" page to ensure correct navigation through uploaded items.

• Fixed misleading error message shown while simulating auto-responder replies.

Make your Monday experience even more powerful with the TimelinesAI Embedded WhatsApp View—and turn conversations into conversions, faster. Say goodbye to switching platforms—start meaningful conversations where your work happens!

Key Features:

1. Chat Directly from Monday item details page

• Start new WhatsApp chats or continue conversations

2. Team Collaboration Made Easy

• Integrated with the TimelinesAI Shared Inbox, enabling full visibility of team communications, including internal notes.

• View chats from all team members and even continue conversations on their behalf for a unified customer experience.

3. Enhanced Functionality

• Support for group chats ensures you stay connected with multiple stakeholders.

• Send and receive attachments seamlessly to enrich your conversations.

Ready to start using? Install the view now!

Need a demo? Book Now

Template Support in Embedded Chat View

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

• Simply press / when the text area is empty to open the template selector, similar to the Shared Inbox view. Only templates available to the current user will be displayed.

• Templates with file attachments now seamlessly display attached files, just like regular file attachments.

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

Automatic RTL (Right-to-Left) Support

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.

Additional Improvements

• Chats opened in the HubSpot Chat View are automatically marked as read, with an action history entry created for the TL user who read it, labeled "via HubSpot."

• Suspended users are restricted from accessing chats, with an error displayed when launching the Embedded Chat View.

• Error messages for sending messages via disconnected accounts are now clearer and more actionable.

• Connecting to HubSpot in a new TL workspace with the same user in the same organization will automatically disconnect the original connection.

• Various minor fixes and stability improvements enhance overall platform performance.

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.

Key Features:

• Initiate New WhatsApp Conversations: Start WhatsApp chats with contacts directly from HubSpot. Select the contact's phone number and choose the connected WhatsApp account to send messages from.

• View and Continue Existing Chats: Access the complete history of WhatsApp conversations in TimelinesAI within HubSpot. Messages sent and received are synchronized in real-time between HubSpot, TimelinesAI, and WhatsApp.

• Customizable Chat Interface: Adjust the position of the WhatsApp Chat View in the HubSpot sidebar to suit your workflow preferences. Customize the layout for both Contacts and Deals to ensure seamless access to conversations.

• Role-Based Access Control: User permissions for the WhatsApp Chat View are aligned with roles defined in TimelinesAI. Owners, Admins, Teammates, and Agents have varying levels of access, ensuring that team members interact with WhatsApp communications appropriately.

Discover how to get started with the HubSpot Integration – WhatsApp Chat View in our Knowledge Base article.

Sync group chats to contacts by name

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.

Upon a successful match:

• If multiple contacts share the name, the most recently updated one is selected.

• The group JID is placed in the "Phone" field to support sending messages via Custom Action, without overwriting existing values.

Sending messages to groups via custom actions

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

1. When messages are synced from group chats, the group's JID is placed in the "Phone Number" field and displayed in its raw, unformatted form.

2. When the custom action is executed, messages are sent to the JID stored in the contact's "Phone Number" field for group chats.

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.

Automatic Contact and Deal Owner Update

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:

• The contact owner is updated if there is a matching HubSpot user based on email.

• If the contact has linked deals, the owner of the most recent deal (with recent activity or synced messages) is also updated.

• Messages and attachments will now be imported in real-time and grouped daily as Activities. The "Synchronization frequency" setting has been removed, so you no longer need to select it.

• Activity formatting has been enhanced for better readability and more useful information, with emphasized distinction between the sender and receiver.

• Now displays the correct error message when the "Send message using owner's WhatsApp account" workflow action fails to run due to contacts or deals missing an assigned owner.

• Misc bugfixes and stability improvements.

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

Key Features:

• Template Creation with Variables: Create templates using variables from third-party sources like Pipedrive (more sources will be added in future).

• Advanced Template Sharing and Visibility: Control who can access, edit, or view templates with detailed permission settings.

• Attachment Support: Easily attach files to templates for more comprehensive messaging.

• Enhanced Template Usage: Utilize templates across various channels, including bulk messaging and Shared Inbox.

Learn more

Key Features

1. Multiple Webhooks per Workspace: Create and manage multiple webhooks, each for specific events. Default limit: 10 webhooks (contact support for more).

2. Audit and Execution Logs: Audit log for changes in webhook endpoints. Execution logs available for download, storing up to 1000 entries for 10 days.

3. Error Notifications: Email notifications for multiple successive errors without disabling the webhook.

4. Integration: Use IDs from Webhooks with TimelinesAI Public API and Zapier.

Supported Events

• Messages: New message, message sent, message received.

• WhatsApp Accounts: Account connected, disconnected, suspended, resumed.

• Chats: New chat, new incoming/outgoing chat, responsible assigned/unassigned.

For detailed documentation, visit Webhook API documentation.

Miscellaneous Fixes and Improvements

• Improved Chat Filter: Added support for filtering by presence of attachments ("With attachments only") and by message origin ("Sent via"). Fixed attachment tab filtering.

• Enhanced Chat Info Panel: Display WhatsApp account and group chat indication in the chat info panel.

• Global Search Spinner: Added spinner display during global search activation.

• Attachment Load Indication: Show indication for attachments that failed to load in messages.

• Binary File Handling: Fixed issue where APK and other binary files were sent as text.

• Autoresponder settings: Allowing the text field to be empty when "Customer not attended message enabled" is disabled.

• Attachments Tab Loading: Fixed issue with attachments list loading in the attachments tab.