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Campaigns to HubSpot segments

Instead of building a separate contact list in SendSeven, you can send a SendSeven campaign directly to the members of an existing HubSpot list — active or static, whichever HubSpot list you already maintain your audience in.

Linking a HubSpot list​

  1. In SendSeven, go to Reach → Lists (or wherever you manage campaign audiences) and choose Link a HubSpot list.
  2. Search for and select the HubSpot list you want to use.
  3. SendSeven creates a linked list that you can target with any campaign, the same way you'd target a normal SendSeven list.

[screenshot: "Link a HubSpot list" picker]

Once linked, you can preview how many of the list's members SendSeven can actually reach before sending — this catches cases where, for example, most of a list has an email address but few have a phone number, before you commit to a send.

[screenshot: HubSpot segment preview showing resolved / unresolved member counts]

How membership resolves​

When a campaign targets a linked HubSpot list, SendSeven resolves each HubSpot list member to a matching SendSeven contact (by email, and phone as a fallback), then applies your normal channel and opt-out rules — exactly as it would for a native SendSeven list. In practice that means:

  • A member who already matches a SendSeven contact you can message is included.
  • A member with no matching contact, or no reachable contact method, is handled according to your list's unresolved member setting — by default, unresolved members are skipped and don't block the rest of the send. You can also choose to skip the whole segment if too many members are unresolved, or count the segment differently, from the list's settings.
  • Anyone who has opted out on any channel is excluded, the same as any other SendSeven send.

Keeping membership fresh​

By default, list membership is resolved fresh at send time — so a campaign always reflects the current state of the HubSpot list, with no extra setup. If you send to the same large segment repeatedly and want faster resolution, ask us about cached refresh options at [email protected].

Sending to one contact from a HubSpot workflow​

Beyond bulk campaigns, two HubSpot workflow actions let you act on a single contact as a step in any HubSpot workflow:

  • Send SendSeven campaign — enroll the contact in an existing SendSeven campaign.
  • Send WhatsApp template — send the contact a WhatsApp template directly, without needing a campaign at all.

Add either action to a HubSpot workflow like any other action, and pick the campaign or template to use.

[screenshot: HubSpot workflow editor with the "Send SendSeven campaign" action added]