> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trychert.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Chert Messaging for HubSpot — OAuth public app that sends iMessage from HubSpot contacts and posts replies onto the contact timeline.

Chert for HubSpot connects one HubSpot account to one Chert project.
Teams can send iMessage from the contact sidebar, from a contact-based
workflow, or from an optional contact-created automation. Replies are
pushed back to the contact timeline as Communication engagements.

<Frame>
  <img src="https://mintcdn.com/cherttechnologiesinc/7NuyCzLl8sIsJEKo/hubspot/diagrams/system-landscape.svg?fit=max&auto=format&n=7NuyCzLl8sIsJEKo&q=85&s=266877505376198cab3ec6a3c948d163" alt="HubSpot integration landscape" width="1000" height="360" data-path="hubspot/diagrams/system-landscape.svg" />
</Frame>

## 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.

## 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                         |

Workflow actions require an edition with contact-based workflows.

## 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

<CardGroup cols={2}>
  <Card title="Install" icon="download" href="/hubspot/install">
    OAuth flow, scopes, and verifying the first send.
  </Card>

  <Card title="Configuration" icon="gear" href="/hubspot/configuration">
    Bind a Chert project, pick a phone line, configure auto-send.
  </Card>

  <Card title="Architecture" icon="diagram-project" href="/hubspot/architecture">
    Component map, send and reply sequences, OAuth refresh.
  </Card>

  <Card title="Security" icon="shield" href="/hubspot/security">
    Trust boundary, signature verification, scope rationale.
  </Card>

  <Card title="Limits" icon="gauge" href="/hubspot/limits">
    Rate limits, daily caps, retry semantics, idempotency.
  </Card>
</CardGroup>