HubSpot Contact Enrollment

Allows EverSend to read HubSpot contact records and enroll the correct contacts into EverSend campaigns or AI agents from HubSpot workflows. EverSend uses contact details like name, phone number, and email to create or update the lead inside EverSend and start the selected follow-up automation.

Workflow Actions

Adds EverSend actions inside HubSpot workflows so users can automatically send contacts to an EverSend campaign or AI agent. Users can also pause or remove a contact from an AI agent directly from workflow logic when a lead is disqualified, handed off to a rep, or no longer needs AI follow-up.

Contact Ownership Ownership

Allows EverSend to read HubSpot owner information so contacts can be matched to the correct team member when needed. This helps support owner-based routing, human handoff, and assignment logic when contacts are sent from HubSpot into EverSend.

Appointments & Calendar Data

Allows EverSend to access HubSpot appointment and meeting link data so AI agents can support booking-related workflows. EverSend can use available meeting links and appointment information to help route contacts toward the correct booking flow and keep appointment-related activity aligned with HubSpot.

Custom Objects

We use these scopes to access HubSpot’s Communications object, where SMS engagements are stored. This allows EverSend to mirror inbound and outbound SMS activity onto the HubSpot contact timeline so sales reps can view the full conversation history natively inside HubSpot.EverSend does not read, create, or update customer-defined custom objects.

Media & File Sharing in Conversations

verSend uses HubSpot file access to support media-rich sales conversations. This allows EverSend AI agents and campaigns to send files, images, documents, and hosted resource links directly within SMS or messaging conversations.

Lists

Access HubSpot Lists directly within EverSend to power campaign enrollment, AI agent routing, and audience segmentation. Teams can use existing HubSpot Lists to automatically send contacts into EverSend campaigns or AI agents without manually exporting data.

Sending Files

Send images and file attachments from EverSend using files stored in HubSpot. users can select a file directly from HubSpot Files or provide a file URL. EverSend then sends the image or file as part of an MMS message, allowing businesses to share documents, images, confirmations, and other resources during automated follow-up conversations.