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FAQ & troubleshooting

Is SendSeven for HubSpot on the HubSpot Marketplace?​

Not yet — it's currently in early access. Email [email protected] to have it enabled for your workspace.

Which SendSeven plans support this?​

Any plan that includes Conversations, Contacts, and Campaigns — in practice, every plan except API Only. A few individual cards (like the message Scheduler) may also depend on a specific feature being enabled on your plan; see Availability.

Can I control which direction contacts sync?​

Yes. From Settings → Integrations → HubSpot, choose bidirectional, HubSpot → SendSeven only, SendSeven → HubSpot only, or off. A couple of explicit, single-property writes are the exception — a list's opt-in/opt-out HubSpot field write, and the Flow Builder HubSpot – Set field node, always push to HubSpot regardless of this setting. See Sync direction and Newsletter opt-in and opt-out field writes.

Can I map a HubSpot property to a contact's WhatsApp number, social profiles, or birthday?​

Yes. Field Mapping has dedicated Contact methods (Email, WhatsApp, Phone) and Social profiles (LinkedIn, Instagram, Facebook, Website, Other) sections, plus Birthday as a standard field target. All three are one-way, HubSpot → SendSeven only — SendSeven doesn't write these back to HubSpot. The same HubSpot property can be mapped to more than one contact method at once (for example, one phone property feeding both Phone and WhatsApp). See Contact methods mapping, Social profiles mapping, and Birthday.

Can I map a HubSpot property to any SendSeven field, or does it have to match type?​

It has to be a compatible type. The target dropdown in Field Mapping only enables SendSeven fields whose type matches the HubSpot property on that row (a boolean HubSpot property only offers boolean SendSeven targets, and so on) — incompatible targets show as disabled with a type-mismatch tooltip, and a Show incompatible fields switch lets you override that per row if you really need to. If nothing existing fits, choose + Create matching field to have SendSeven create a new custom field of the right type — including carrying over a dropdown's option values — from just a name. See Custom field mapping.

Why isn't a mapped contact method / social profile / birthday updating in real time?​

Real-time (few-second) sync only fires for HubSpot properties SendSeven has asked HubSpot to notify it about. If you've mapped a contact method, social profile, or birthday to a property outside that set, it still syncs automatically — a regular background check picks it up within a few minutes, no Import now or Sync now required (though either still works if you want it sooner). Email [email protected] if you need near-instant latency for a specific mapped property. See What triggers a sync.

How do I avoid importing my entire HubSpot portal?​

From Settings → Integrations → HubSpot → Contact sync filter, choose By properties to filter on your HubSpot contact properties, or By HubSpot list to sync only one list's members. SendSeven shows a live count of how many contacts match before you save, so you know the size of the sync up front. The filter applies to both the initial import and ongoing sync — only matching contacts import. See Choosing which contacts sync.

I narrowed my contact sync filter — does it delete the contacts that no longer match?​

No. Narrowing a filter only stops new, non-matching contacts from importing; contacts already synced are left alone. Removing previously-imported contacts is a separate, explicit action you'd take yourself. See Editing the filter later.

I turned off contact sync (or changed the filter) while an import was running — does it actually stop?​

Yes. The change takes effect promptly, including on a sync or import that's already in progress — you don't need to wait for it to finish first.

A contact shows "Conflict" on the Sync card — what does that mean?​

It means SendSeven couldn't automatically reconcile a change between the two systems for that contact. Open the contact and use Sync now to retry, or update the contact directly on whichever side should be treated as correct.

Does messaging a contact from a HubSpot card use up my SendSeven usage?​

Yes — a message sent via a HubSpot card counts the same toward your plan's usage as any message sent from the SendSeven app or API directly.

Can I reuse a media file I already uploaded to a different template?​

Not yet — each upload today is a one-off. A reusable media library is being finalized; see Uploading media.

Why can't I schedule a plain-text WhatsApp message for later?​

WhatsApp requires an approved template for any message sent outside an active 24-hour conversation window, so a future scheduled WhatsApp send always uses a template rather than free text. See Scheduler.

I don't see a SendSeven item in HubSpot's left navigation — is that a bug?​

No — HubSpot doesn't allow third-party apps to add a persistent item to its own navigation. Open the embedded inbox from a contact record's cards, or from the Marketplace icon in HubSpot's top navigation → your installed apps. See The embedded inbox.

Can a SendSeven flow trigger off a HubSpot-synced contact, or write back to HubSpot?​

Yes. Flow Builder has three contact-lifecycle triggers — Contact updated, Contact subscribed, and Contact unsubscribed — and a HubSpot – Set field node that writes a value to the contact's linked HubSpot record (with Success, No mapping, and Error branches). Its value defaults to a type-aware picker matching the property; switch on Dynamic (template) to build it from flow/contact/trigger variables instead. This write always reaches HubSpot, even on a HubSpot → SendSeven only connection. See Automation: Flow Builder.

Does opting in or out on a chat channel (WhatsApp, Telegram, Messenger, Instagram) reliably update HubSpot?​

Yes. A chat-channel opt-in or opt-out runs every action configured for that list and event together — any confirmation message, any flow bound to the contact subscribed/unsubscribed trigger, and the list's HubSpot field write, if configured — the same as an email or SMS opt-in/opt-out. See Newsletter opt-in and opt-out field writes.

What data does SendSeven request access to in HubSpot?​

See the full scopes table — SendSeven only requests what each active feature actually needs.

Something isn't working, or I have a feature request​

This integration is early access and we're actively iterating on it. Email [email protected] with what you're seeing (or what you'd like to see) — we read every message.