Help Center · Integrations · Setup guide: HubSpot

Setup guide: HubSpot

Connect HubSpot for contact sync, engagement on the CRM record, and rep-triggered sends via a checkbox.

The HubSpot connection makes Boxli engagement visible where your reps already work — and lets them send a box without leaving the CRM.

1
Go to Settings → Integrations
Find the HubSpot card and click Connect.
2
Authorize in HubSpot
HubSpot opens its own OAuth screen. Pick the account, approve, and you land back in Boxli connected. Only owners and admins can connect.
3
Enable checkbox sends
On the HubSpot card click Configure: pick the default campaign and box, set the daily limit, tick Enable auto-send and save. Boxli creates a contact property called Send Boxli Box (internal name boxli_send) in your portal. Add it to the contact record sidebar so reps can see it. The Redeem links button on the same card sets up a second checkbox, Send Boxli Redeem Link (boxli_redeem_link): checking it emails the contact a claim link from the link set you pick, no address needed.

How a checkbox send works

1
A rep checks Send Boxli Box on a contact
Any HubSpot user with edit access to the contact can do it — from the record, a list, or a workflow that sets the property.
2
Boxli picks it up within about a minute
Boxli checks your portal for checked contacts once a minute. It unchecks the box first, so the same check can never produce two boxes.
3
The send is created with your defaults
The contact is matched to Boxli by HubSpot ID, then by email, or created from the HubSpot record (name, email, company, job title, address). The send uses the configured campaign and box, the campaign’s landing page, and starts the campaign workflow like any other send.
4
A note lands on the contact’s timeline
Boxli box queued: campaign — box, with a link to track the send in Boxli. As the recipient engages, the Boxli properties on the same record update (and your campaign workflow can log timeline notes).

Unchecking the box does nothing — the send is created the moment Boxli sees the check (and Boxli has already unchecked it). If a box should not ship, tell Boxli fulfillment right away.

When a check does not create a send

Boxli still unchecks the box, but instead of a queued note it writes a note starting with “Boxli: send NOT created” that says why and how to fix it. Your workspace owners and admins also get an in-app notification (and a Slack post if Slack is connected), and the HubSpot card in Settings → Integrations shows the last skip. Fix the cause and check the box again.

  • No mailing address — the contact needs Address, City, State/Region and Postal code, in HubSpot or on the Boxli contact.
  • Daily limit reached — the limit you set in Configure (default 25) has been hit for today. It resets at midnight UTC.
  • Already sent recently — the same contact already got a box from this campaign in the last 24 hours (a double-click, not a second box). Send again from Boxli if you really want another.
  • Out of stock, or the box is still in design or production — order or finish the box, then check again.
  • The address is marked undeliverable by address validation — fix the address first.
  • The default campaign is paused, completed, archived or deleted — reactivate it or pick another in Configure.
  • Auto-send is enabled but no default campaign or box is set.

What else the connection does

  • Activity notes — deliveries and engagement get logged on the contact’s HubSpot timeline as notes, so the record shows the box next to the calls and emails.
  • Boxli properties on contacts — Total Attention (seconds), engagement count, and last-engaged timestamp, kept up to date. Reps can sort and build lists on them like any HubSpot property.
  • Workflow actions — campaign workflows can update the contact, create a deal or log a note in HubSpot.
  • Pipeline attribution — deal value sourced, influenced, and won shows up in the pipeline section of your Analytics page.

Connection status

The HubSpot card shows sends today against the limit, when Boxli last checked your portal, the last send, and the last error or skip. If HubSpot stops accepting Boxli’s credentials — the app was uninstalled from the portal, or access was revoked — the card switches to Needs reconnect, admins are notified once, and checkbox sends and metrics pause until someone clicks Reconnect. Reconnecting keeps your auto-send settings.

Note
Connected before checkbox sends existed? If Configure warns that the checkbox could not be created, click Reconnect HubSpot in that dialog to grant the newer permission, then save again.

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