Overview

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.

Nothing is added to the contact schema. No custom properties or associations are created in the customer’s account.

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

HubSpot edition

Sidebar sends

Workflow action

Auto-send on contact create

Free CRM

Yes

Starter

Yes

Professional

Yes

Enterprise

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.

Salesforce

HubSpot

Slack

When to use it

What gets connected

Edition support

Minimal workflow example

Next steps

Install

Configuration

Architecture

Security

Limits

​When to use it

​What gets connected

​Edition support

​Minimal workflow example

​Next steps

Install

Configuration

Architecture

Security

Limits

When to use it

What gets connected

Edition support

Minimal workflow example

Next steps