HubSpot Integration

Overview

The HubSpot integration allows you to send leads directly from HubSpot into EverSend and trigger AI-driven follow-up automatically.

Once connected, your team can use HubSpot workflows to:

• Add contacts to an EverSend campaign
• Add contacts to an EverSend AI agent
• Remove contacts from an AI agent
• Pause AI conversations

This allows your CRM activity to trigger real conversations automatically without manual work.

Before You Start

Before connecting HubSpot, make sure you have:

Required Access

• HubSpot Admin permissions
• Active EverSend account

You do not need to set up campaigns, agents, phone numbers, or billing before connecting. Those can all be configured later inside EverSend.

Connecting HubSpot to EverSend

Step 1: Open Integrations

Inside EverSend:

1. Log in to your EverSend account
2. Navigate to Integrations
3. Select HubSpot
4. Click Connect

Step 2: Authorize HubSpot

You will be redirected to HubSpot.

1. Select the HubSpot account you want to connect
2. Review requested permissions
3. Click Connect App

Once approved, you'll be redirected back to EverSend. Your HubSpot account is now connected.

What EverSend Syncs from HubSpot

After connection, EverSend can sync:

• Contacts
• Phone numbers
• Email addresses

This allows EverSend to identify the right contacts and enroll them in campaigns or AI agents.

Using EverSend Inside HubSpot Workflows

Once connected, EverSend actions become available directly inside HubSpot workflows.

Step 1: Open Workflows

Inside HubSpot:

1. Go to Automation
2. Click Workflows
3. Create a new workflow or open an existing one

Step 2: Add an EverSend Action

1. Click + Add Action
2. Search for EverSend

You'll see available actions:

Add to EverSend Campaign

Use this when you want HubSpot contacts to enter a specific follow-up campaign.

Examples:

• New lead submits a form
• Lead moves to a pipeline stage
• Lead becomes marketing qualified

Add to EverSend AI Agent / Campaign

Use this when you want contacts to start a live AI conversation or drip campaign.

Examples:

• Inbound lead follow-up
• Speed-to-lead automation
• Appointment booking conversations

Remove from EverSend AI Agent

Use this when contacts should exit an active AI conversation.

Examples:

• Lead becomes unqualified
• Lead requests removal
• Lead is reassigned

Pause EverSend AI Agent

Use this when AI conversations should temporarily stop.

Examples:

• Human rep takes over
• Deal moves to active pipeline
• Lead requests follow-up later

Configuring Workflow Actions

When adding an EverSend action, HubSpot will ask you to select:

• The EverSend campaign
• The EverSend AI agent
• Action behavior based on the selected workflow step

This means campaign selection and AI routing are controlled directly inside the workflow where your team already works.

How to Send an Image from HubSpot

Option 1 — Select an Image from HubSpot Files

Inside your HubSpot workflow:

1. Go to Automation > Workflows
2. Add the Enroll in EverSend Campaign action
3. Select the EverSend campaign you want to use
4. Under Image from HubSpot Files, choose an image from your HubSpot file manager
5. Save and publish your workflow

When the workflow triggers, EverSend will send the selected image together with the campaign message.

Option 2 — Use an Image URL

Instead of selecting a HubSpot file, you can paste a hosted image URL.

Inside the workflow action:

1. Locate Paste image URL
2. Paste the direct image URL
3. Save your workflow

EverSend will use the hosted image when the campaign fires.

Common Use Cases

Speed to Lead

Trigger: New contact created in HubSpot

Action: Add to EverSend AI Agent

Result: AI starts the conversation immediately.

Nurture Follow-Up

Trigger: Contact added to a list

Action: Add to EverSend Campaign

Result: Automated follow-up begins.

Human Takeover

Trigger: Deal moves to active opportunity stage

Action: Pause EverSend AI Agent

Result: AI stops messaging so sales can take over.

Contact Disqualification

Trigger: Lead status changes to unqualified

Action: Remove from EverSend AI Agent

Result: Contact exits automation.

Troubleshooting

HubSpot Connection Fails

Most common cause:

• Missing HubSpot admin permissions

Fix:

• Log in with an admin account
• Reconnect from EverSend integrations

EverSend Actions Not Showing in HubSpot

Possible causes:

• HubSpot app not connected
• Browser session expired
• Installation incomplete

Fix:

• Reconnect HubSpot inside EverSend
• Refresh HubSpot
• Reopen the workflow builder

Contacts Not Entering EverSend

Possible causes:

• Workflow did not trigger
• Contact missing required data
• Incorrect workflow filters

Fix:

• Review workflow enrollment criteria
• Confirm contact has valid phone/email data
• Test with a sample contact

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