HubSpot
Overview
Learn how to use the HubSpot integration with DocuPost to send letters, checks, and postcards directly from within the HubSpot CRM or via HubSpot Workflows.
Click here to install the DocuPost app for HubSpot. Then, read on to learn how to use the integration.
Sending Mail from HubSpot
Send Letters
To send a letter using the DocuPost integration in HubSpot, start by selecting a contact or company record from your HubSpot CRM.
On the right sidebar, find the mailed letters section. Click on send new letter.
DocuPost will automatically fill in the recipient’s name, address, city, state, and zip code from the contact information in your CRM. Verify that these details are accurate.
Next, upload your document. You can either drag and drop the file or select it from your computer.
Once your document is uploaded, you can choose mailing options. Options include color printing, double-sided printing, and certified mail. Select the options that best meet your needs.
After selecting your mailing options, review the information on the screen to ensure everything is correct. When ready, click send letter to mail your document.
You can track the progress of your sent letters by navigating to the contact record in HubSpot and checking the status in the mailed letters section.
Send Checks
To send a check through HubSpot using DocuPost, start by navigating to the contact or company record in HubSpot. On the right sidebar, locate the Mailed checks section.
Click on the Send new check button. DocuPost will prompt you to authenticate your bank account if this is your first time sending a check. Follow the provided instructions to complete the authentication process.
After your bank account is authenticated, enter the required check details, including the dollar amount in USD, a memo, and a check number. Make sure all fields are correctly filled.
If you have any documents you wish to send along with the check, you can attach them at this stage. Simply upload the desired files through the interface.
DocuPost allows you to customize your check. You can upload an image for your company logo to be displayed on the check. A preview of the check will be shown, so you can review all the details and ensure everything is accurate.
Once you have verified all information, click the Send check button. The check will be processed and mailed by DocuPost.
Send Postcards
To send a postcard using the DocuPost integration in HubSpot, follow these steps:
Select a contact or company record in HubSpot. On the right sidebar, you'll find the Mailed postcards section.
Click on Send new postcard. This will open a form for sending a new postcard.
Enter the sender's address and the recipient's address. You can choose to upload your own postcard image or select one from the available library.
If you want, you can upload a custom image for the back of the postcard as well. Alternatively, you may write a message and choose your desired font.
Once you have completed all necessary details, click on Send postcard at the bottom of the form. Your postcard will be sent, and you'll see its status update in the Mailed postcards section.
HubSpot Workflow Actions
Once you've installed DocuPost on HubSpot, you can access the "Send letter via US Mail" and "Send postcard via US Mail" actions in HubSpot workflows. This allows you to automate sending mail via HubSpot's powerful workflows tool.
Tracking Mail
Track Sent Letters
You can track the status of sent letters within HubSpot by accessing the contact record and viewing the letter statuses.
Open HubSpot and go to the relevant contact record. In the right sidebar, locate the Mailed letters section. View the status of your sent letters listed under this section.
By clicking on a letter, you can see detailed tracking information, including its status and estimated delivery date. This feature helps you stay informed about the progress of your mailed letters directly within HubSpot.
Track Sent Checks
To track the status of sent checks within HubSpot, start by accessing the relevant contact record. On the right sidebar, you will find a section labeled Mailed checks.
In the Mailed checks section, you can view the statuses of all checks sent to this contact. Each entry will display essential mailing details and the current status of the check. To see more detailed tracking information, click on the specific check entry.
By clicking on a check, you will be able to access its detailed information, allowing you to track its progress and view any updates.
Track Sent Postcards
To track the status of sent postcards within HubSpot, begin by accessing the relevant contact record. On your HubSpot dashboard, navigate to Contacts and select the contact whose postcard status you want to track.
Once you are on the contact record page, locate the Mailed postcards section, usually found on the right sidebar. Here, you will see a list of all postcards sent to this contact, along with their statuses and mailing details.
For detailed tracking information, click on the specific postcard you are interested in. This action will display further details, such as tracking information and the estimated delivery date.
Frequently Asked Questions
To install the HubSpot integration, go to the HubSpot App Marketplace, search for DocuPost, and follow the installation instructions. Once installed, the integration will appear in your HubSpot account.
DocuPost integration supports multiple mailing options, including letters, checks, and postcards, with choices for color, double-sided printing, and certified mail. If you encounter any limits, check your plan or account settings for details.
Tracking status updates may experience delays due to postal service processing times. If delays persist, try refreshing the contact record in HubSpot or contact DocuPost support for assistance.
You can customize checks by adding your company logo and including additional details like memos or check numbers. The customization options are available in the check preview screen before sending.