1.Catches raw webhook payload
Integrate Webhooks by Zapier and webhook parsing tools to receive the raw payload and map the raw body to parsing input.
Create CRM engagement note from AI conversation extracts
Automatically catch raw webhook payloads across Webhooks by Zapier, Code by Zapier, Formatter by Zapier, and HubSpot. Create and update when conversation payload arrives, notes finish extracting, or a contact match is foundβso you can log engagement notes, associate them to contacts, and set ownership without manual logging.
How this automation automates your engagement logging
When a new AI conversation payload comes in, delays can leave engagement notes incomplete and harder to follow up. This automation parses payloads, extracts customer and assistant notes and conversation links, and creates HubSpot engagement notesβso your team can capture activity instantly.
Webhooks by Zapieror swap with your favorite app
2.Parses payload with JavaScript
Integrate Code by Zapier and data processing tools to run JavaScript that parses and flattens the payload for extraction.
Code by Zapieror swap with your favorite app
3.Extracts customer, assistant, and URL
Integrate Formatter by Zapier and text extraction tools to transform flattened message body into customer note, assistant note, and conversation URL.
Formatter by Zapieror swap with your favorite app
4.Creates engagement note in HubSpot
Integrate HubSpot and CRM enrichment tools to find or create the contact and create a Note engagement linked to that contact.
HubSpotor swap with your favorite app
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