HubSpot

Early access

SendSeven for HubSpot is currently in early access and is not yet listed on the HubSpot Marketplace. Reach out to [email protected] to have it enabled for your workspace. We're actively looking for feedback while it's in this stage — see Feedback below.

SendSeven for HubSpot brings your SendSeven conversations, contacts, and campaigns into HubSpot, so your sales and support teams never have to leave the CRM to message a lead or check on a conversation.

What it does

• Manage conversations from a HubSpot contact record. See the most recent conversation, browse full conversation history, and open the full SendSeven inbox — already scoped to that contact — without switching tabs.
• Send messages from HubSpot. Send a WhatsApp template (with variables and a media header) or schedule a message for later, right from the contact record.
• Sync contacts both ways. Keep HubSpot and SendSeven contacts up to date automatically, including your own custom fields, contact methods (email, WhatsApp, phone), social profiles, and birthday.
• Choose exactly which contacts sync. Filter by property conditions or HubSpot list membership, and preview the match count before you commit — see Choosing which contacts sync.
• Run campaigns against HubSpot lists. Target a SendSeven campaign at a HubSpot list or segment instead of (or alongside) a SendSeven contact list.
• Get conversation transcripts on the HubSpot timeline. When a conversation closes, a transcript note is attached to the matching HubSpot contact automatically.
• Automate with Flow Builder. Trigger a SendSeven flow when a synced contact changes, subscribes, or unsubscribes, and write back to the contact's HubSpot record from within a flow.

In this guide

• Getting started / connecting — early-access access, the OAuth connect flow, and plan requirements
• Cards & the embedded inbox — every card on a HubSpot contact record, plus the full embedded inbox and media uploads
• How sync works — contact sync direction and timing, field/contact-method/social-profile mapping, conversation transcripts, and Flow Builder automation
• Campaigns to HubSpot segments — sending SendSeven campaigns to a HubSpot list
• FAQ & troubleshooting

Feedback

SendSeven for HubSpot is early access and still evolving. If something doesn't work the way you expect, or you'd like to request a capability, email [email protected] — we read every message and use it to shape what ships next.

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