Lost Deal Recovery via WhatsApp Menu
Lost deals don't have to mean lost relationships. Send an interactive menu on WhatsApp--let them choose a follow-up path (reconnect later, stay in touch, referrals) without awkward email.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Deals get marked lost and disappear. You don't reconnect, they forget you exist, and the door closes permanently.
- Keep lost deals warm for future opportunities
- Let contacts self-select how they want to reconnect
- Reduce awkwardness with a structured choice menu
- Maintain brand presence after rejection
Setup
Build it in a few focused steps.
- 1Connect Hubspot and WhatsApp to Notis
- 2Create an automation: When a deal moves to Closed Lost, send an interactive menu on WhatsApp asking how they'd like to stay connected
- 3Set the trigger to Deal Stage Updated with Closed Lost status
- 4Define menu options in your prompt: Reconnect in 6 months, Refer a friend, Learn about other services
- 5Choose where Notis reports their selections
- 6Test with a real lost deal to see the menu options appear
Questions about this workflow
Should I ask for a reason they didn't close?
You can, but interactive lists work better with action options than open-ended questions. Save detailed feedback for a separate conversation.
How many menu options can I include?
WhatsApp supports up to 10 options, but 2-4 work best for clarity and response rates.
What if they select Reconnect in 6 months?
Notis captures their choice and can schedule a reminder automation for 6 months later, or tag them in Hubspot for a future follow-up.
Does this feel pushy?
No. Offering clear choices is respectful and removes awkwardness. You're not re-pitching; you're asking how to best stay connected.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Whatsapp. A trigger fires from one place; an action lands in another.
Hubspot triggers
Whatsapp actions
Contact Created Trigger
Contact Created Trigger
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Not just Hubspot and Whatsapp. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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