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.
- 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.
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, custom field mapping, and conversation transcripts
- 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