HubSpot
SendSeven for HubSpot is currently in development / early access and is not yet listed on the HubSpot Marketplace. This page describes what the integration will do and how to connect it once it's available — reach out to [email protected] if you'd like early access.
The integration connects your HubSpot CRM to SendSeven so you can send WhatsApp, Telegram, SMS, Messenger, Instagram, and Email messages, sync contacts in both directions, and manage campaigns — all without leaving HubSpot.
Plan requirement
SendSeven for HubSpot requires a Full Suite plan. It is not available on the API Only plan, since the integration relies on SendSeven's Conversations, Contacts, and Campaigns features rather than just the messaging API. If your tenant is on API Only, upgrade first — the HubSpot connect flow will show an upgrade prompt rather than an error if you try to connect on an ineligible plan.
What it does
Contact sync (both directions)
- Export: bring your existing HubSpot contacts into SendSeven so you can message them.
- Import: push contacts created or updated in SendSeven back into HubSpot.
- Bidirectional sync: keep both systems up to date automatically as contacts change on either side.
List migration
- Migrate a HubSpot list of leads into a SendSeven newsletter/contact list, so you can immediately start sending campaigns to them from SendSeven.
Send campaigns from HubSpot
- Trigger SendSeven campaigns — email, Messenger, WhatsApp, or SMS — directly from a HubSpot contact record or workflow, without switching tools.
- A custom HubSpot workflow action lets you send a WhatsApp template or enroll a contact into a SendSeven campaign as a step in any HubSpot workflow.
Conversation transcripts on HubSpot records
- When a SendSeven conversation closes, its transcript (PDF/ZIP export) is automatically attached to the corresponding HubSpot contact or company record, so your sales and support teams have full context inside HubSpot.
Chat card inside HubSpot
- A native card on the HubSpot contact record shows the SendSeven conversation status, last message, and channel, with a quick single-channel reply — so simple replies never require leaving the CRM.
- For a full multichannel conversation view, the card opens SendSeven's own Conversations UI so nothing is lost by working from HubSpot.
Scopes requested
SendSeven for HubSpot requests OAuth scopes scoped to what each shipped feature actually needs — nothing broader.
Required:
| Scope | Why |
|---|---|
oauth | Base scope required by every HubSpot OAuth app |
crm.objects.contacts.read | Read HubSpot contacts for export and sync |
crm.objects.contacts.write | Create/update HubSpot contacts for import and sync |
crm.schemas.contacts.read | Discover your contact property schema for field mapping |
crm.objects.owners.read | Show/attribute the HubSpot owner on synced records |
crm.objects.companies.read | Associate conversation transcripts with company records, and support company-level rollups |
Optional (requested only if the corresponding feature is enabled for your account):
| Scope | Why |
|---|---|
crm.lists.read | Enumerate HubSpot lists and read memberships for list migration |
timeline | Custom timeline events showing SendSeven message/campaign activity on the contact record |
automation | Custom workflow actions ("Send WhatsApp template", "Send SendSeven campaign") |
crm.objects.deals.read | Deal-context messaging (planned) |
files | Upload conversation transcript PDF/ZIP files as attachments |
Install & connect
- Install SendSeven from the HubSpot Marketplace (or via the early-access install link if you're testing ahead of the public listing).
- HubSpot redirects you through the standard OAuth consent screen — review the scopes above and click Connect app.
- Back in SendSeven, go to Settings → Integrations → HubSpot and complete the SendSeven-side authorization so HubSpot can also call SendSeven's API on your behalf (SendSeven uses its own OAuth2 provider for this direction, the same one used by the Zapier, Make.com, and n8n integrations).
- Once both directions are connected, configure your sync direction and, if you use list migration, pick the HubSpot list to bring into SendSeven.
Support
Questions, early-access requests, or issues with the integration: [email protected].
Next steps
- Zapier — no-code automation across 7,000+ apps
- n8n — self-hostable workflow automation with an AI-agent tool
- Make.com — visual scenario builder
- Authentication — API tokens and OAuth