SendToTeam + HubSpot Integration

SendToTeam connects to HubSpot through its OAuth 2.0 app flow, requesting scopes for crm.objects.contacts.read, crm.objects.deals.read, and crm.objects.companies.read. With write scopes enabled, it can also log activities back to contact timelines. The connection is authorized by a HubSpot admin and appears in your HubSpot Connected Apps settings, where it can be monitored or revoked.

The core value is data-informed outreach. When a new lead enters HubSpot — through a form fill, a meeting booking, or a list import — your AI employee reads that contact's properties: company name, industry, job title, lifecycle stage, and last engagement date. It then drafts an intro email that references these specifics. A VP of Marketing at a SaaS company who downloaded your pricing guide gets a fundamentally different email than a Sales Director at a manufacturing firm who attended a webinar. The personalization comes from your own CRM data, not generic templates.

Here is a specific workflow: when a deal in HubSpot moves to "Proposal Sent," SendToTeam's AI employee pulls the deal's associated contacts, the deal value, product line items, and the last note logged by the rep. It drafts a follow-up email that acknowledges the proposal, highlights the key value proposition for that contact's industry, and suggests scheduling a review call. The draft appears in the rep's SendToTeam queue, linked back to the HubSpot deal record. After approval, the send event is logged to the contact's HubSpot timeline automatically.

Reporting works in a similar pattern. Your AI employee queries deals by stage, close date, and owner, then compiles a pipeline summary: how many deals moved forward, total pipeline value by stage, and which deals have gone stale. These reports can be delivered to your review queue or written directly to a connected Google Sheet. The data is read fresh from HubSpot at generation time, so reports always reflect current CRM state.

For teams using HubSpot's free CRM, the integration provides contact, company, and deal access out of the box. Paid Hub tiers unlock additional data: engagement analytics from Marketing Hub, sequences data from Sales Hub Professional, and custom objects from Enterprise.