TimelinesAI
TimelinesAI

TimelinesAI changelog

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

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.