When to use it
Use the HubSpot app when HubSpot is the source of contact workflows and reps need message history visible on the contact record.| Best fit | Sales or recruiting teams already routing work through HubSpot contacts and workflows. |
| Automation fit | Contact-based workflows should send templated iMessages. |
| Not for | Deals, companies, tickets, or custom objects. Chert only requests contact-related access. |
What gets connected
| Item | Where it appears | What it does |
|---|---|---|
| OAuth public app | HubSpot Connected Apps | Stores access and refresh tokens for the bound Chert project. |
| Contact sidebar card | Contact record right rail | Sends iMessage, shows conversation status, and loads campaign context. |
| Workflow custom action | Contact-based workflow builder | Sends a templated iMessage when a contact reaches the action. |
| Contact-created webhook | App webhook subscription | Optionally sends a project template when a new contact is created. |
| App-uninstalled webhook | App webhook subscription | Marks the tenant inactive when the customer disconnects. |
Edition support
| HubSpot edition | Sidebar sends | Workflow action | Auto-send on contact create |
|---|---|---|---|
| Free CRM | Yes | No | No |
| Starter | Yes | No | Yes |
| Professional | Yes | Yes | Yes |
| Enterprise | Yes | Yes | Yes |
Minimal workflow example
Create a contact-based workflow and add Chert -> Send iMessage via Chert after your enrollment trigger.| Field | Example |
|---|---|
| Enrollment | Contact property Lifecycle stage becomes Lead. |
| Message | Hi {{ contact.firstname }}, saw your interest in Chert. Want me to send details? |
| Expected result | Chert sends from the bound project phone line and writes replies back to the contact timeline. |
Next steps
Install
OAuth flow, scopes, and verifying the first send.
Configuration
Bind a Chert project, pick a phone line, configure auto-send.
Architecture
Component map, send and reply sequences, OAuth refresh.
Security
Trust boundary, signature verification, scope rationale.
Limits
Rate limits, daily caps, retry semantics, idempotency.