Cards & the embedded inbox

Once connected, SendSeven adds a set of cards to every HubSpot contact record. Each card focuses on one task — the underlying idea is that simple, common actions (send a template, check on a conversation, manage a subscription) never require leaving HubSpot, while anything that needs the full conversation experience hands off to SendSeven's own embedded inbox.

[screenshot: HubSpot contact record with the SendSeven cards in the sidebar]

Last conversation

Shows the contact's single most recent conversation at a glance: channel, status (open, assigned, resolved, closed, or snoozed), assignee, the date range and number of messages, and a short summary or snippet.

• Click Open Conversation to open the full SendSeven inbox in a window, already scoped to this contact's conversation — no separate login or tenant picker needed.
• If the contact has no conversation yet, the card shows an empty state instead.

[screenshot: Last conversation card]

Conversation history

A scrollable list of the contact's past conversations, each showing its date range, message count, channel, status, and summary (once a conversation has been closed and summarized).

• Filter by channel to find, for example, only WhatsApp or only Email conversations with this contact.
• Click Open on any row to jump straight into that conversation in the embedded inbox.
• Click Open full inbox to open the embedded inbox without filtering to one conversation.

[screenshot: Conversation history card with channel filter]

WhatsApp Template

Send a WhatsApp template message to the contact without leaving HubSpot.

1. Pick an approved WhatsApp template from the dropdown.
2. Fill in the template's variables. An inline preview shows what the message will look like as you type.
3. If the template has a media header (image, video, or document), attach one — see Uploading media below.
4. Click Send.

The card only shows templates for a channel the contact can actually be reached on via WhatsApp; if the contact has no WhatsApp number on file, or your workspace has no WhatsApp channel connected, the card explains why instead of showing an empty template list.

[screenshot: WhatsApp Template card with variable inputs and inline preview]

Scheduler

Schedule a message to this contact for a future date and time, with optional recurrence (none, daily, or weekly).

You can schedule either:

• A plain-text message on any channel the contact is reachable on and that supports scheduled free text (for example Email or SMS), or
• A WhatsApp template, with the same variable-filling and media-header experience as the WhatsApp Template card above.

Why WhatsApp doesn't support plain-text scheduling

WhatsApp messages sent outside an active 24-hour customer conversation window must use an approved template — so a scheduled future WhatsApp send always has to be a template, never free text. Every other channel supports plain-text scheduling.

The card shows every channel the contact is reachable on, disabling any that can't be used for a scheduled send so you can still see the full picture of how this contact can be reached.

[screenshot: Scheduler card with date/time picker and channel selector]

Lists & Subscriptions

Shows the newsletter lists and subscriptions this contact belongs to, and lets you subscribe or unsubscribe them with a toggle.

• Each list shows which channel and contact method (for example, which email address) the subscription applies to.
• Lists that are computed automatically — dynamic lists, or lists mirrored from a HubSpot segment — are shown as read-only, since their membership isn't something you toggle manually per contact.

[screenshot: Lists & Subscriptions card]

Sync

Shows this contact's sync status with HubSpot: linked or not, synced / pending / conflict / error, and when it last synced (and in which direction).

• Click Sync now to force an immediate sync for just this contact, in both directions according to your configured sync direction.
• See How sync works for the full picture of how contact sync behaves across your whole HubSpot connection.

[screenshot: Sync card showing "Last synced from HubSpot · 2 minutes ago"]

The embedded inbox

For anything beyond a single quick reply, the cards above hand off to SendSeven's own Conversations inbox, embedded directly inside HubSpot. It's the same real-time inbox you'd use at app.sendseven.com, so nothing is lost by working from HubSpot:

• Live updates as new messages arrive — no need to refresh.
• AI reply suggestions and the /suggest slash command (on plans with AI features enabled).
• Assign conversations to teammates, just like in the standalone SendSeven app.

You can open the embedded inbox from any contact record via the cards above ("Open Conversation" / "Open" / "Open full inbox"), or from SendSeven's app tile inside HubSpot itself. HubSpot doesn't allow third-party apps to add a persistent item to its own left-hand navigation, so the inbox opens from the Marketplace icon in HubSpot's top navigation → your apps, or from a contact record — not from a dedicated nav entry.

[screenshot: embedded SendSeven inbox open inside a HubSpot modal]

Uploading media

The WhatsApp Template and Scheduler cards both support attaching a media header (image, video, or document) to a template send.

Upload from your computer:

1. Click Upload media on the template's header field.
2. A secure upload window opens. Choose the file from your computer.
3. Once the upload finishes, close the window — the card picks up the uploaded file automatically and shows it in the preview.

Or paste a URL: if your media is already hosted somewhere public, you can paste its URL directly instead of uploading a file.

Size and type limits:

Header type	Accepted formats	Max size
Image	JPEG, PNG	5 MB
Video	MP4, 3GPP	16 MB
Document	PDF	100 MB

Reusable media library — coming soon

Right now, each media header upload is a one-off — there's no library of previously-uploaded files to pick from. A reusable media library (upload once, reuse across templates and sends) is being finalized and will land in a future update.