HubSpot

What the app does

• Contacts in both directions: name, email and phone stay the same in HubSpot and SendApp. When you connect, the HubSpot contacts with a phone or an email arrive in SendApp with the tag hubspot.
• WhatsApp chats on the contact: every message appears on the contact's timeline in HubSpot as a WhatsApp message, with who wrote it (customer, operator, AI assistant, campaign, automation).
• Templates from workflows: HubSpot workflows get the action «Send WhatsApp template (SendApp)», with variables taken from the contact's data and a PDF, an image or a video in the header.

How to connect it

1. Press Install the app on HubSpot above, or in SendApp open Apps → HubSpot and press Connect HubSpot.
2. Choose your HubSpot account and allow SendApp. Until the app is on the HubSpot Marketplace, HubSpot shows an «unverified app» warning: that is normal.
3. Back in SendApp, sign in and choose the default WhatsApp Account for workflows.
4. Done: your HubSpot contacts arrive in SendApp and from then on the WhatsApp chats appear in HubSpot.

Good to know

• HubSpot is connected to your whole SendApp space: the chats of all your Accounts arrive in HubSpot. In workflows you can choose the templates of every Account connected to WhatsApp.
• The workflow action needs HubSpot Professional or Enterprise: HubSpot offers custom actions only on those plans. Contacts and chats work with every HubSpot plan.
• A contact deleted in HubSpot, also for privacy (GDPR), stays in SendApp: to erase it here too, use SendApp's own GDPR erasure.
• «Disconnect HubSpot» in SendApp also removes the app from HubSpot. Contacts and chats stay in SendApp.
• The app is included only in some SendApp plans: check the apps included in your plan.

Alternatively: the webhook

If you only need to bring contacts into SendApp, you can still use the webhook below: in a contact-based Workflow in HubSpot add the «Trigger a webhook» action with POST method and paste your URL. Every contact with a phone or an email is created or updated in SendApp with the tag hubspot. The webhook does not log chats and does not send templates: for that you need the app.