---
title: "HubSpot direct mail: automate mail from your CRM"
description: "Sync contacts, companies, and properties from HubSpot, write each piece from CRM context, approve before anything prints, and time follow-up to delivery."
canonical: https://trysincerely.com/integrations/hubspot
last_updated: 2026-10-08
---
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# HubSpot direct mail: automate mail from your CRM

> Sync contacts, companies, and properties from HubSpot, write each piece from CRM context, approve before anything prints, and time follow-up to delivery.

Source: https://trysincerely.com/integrations/hubspot

If the useful audience already lives in HubSpot, leave it there. A spreadsheet copy starts aging as soon as a contact changes jobs or a deal moves. Sincerely reads the supported contacts, companies, and deals on a schedule, then lets the team build direct-mail campaigns from that current CRM context.

## Prompt to paste into your agent

```text
Use Sincerely to save my synced HubSpot contacts owned by Dana Reyes as a list and prepare a letter campaign for them. Check sync health and mailability, use company and deal context in each draft, summarize the holdout and credit need, and stop before launch.
```

The connection is deliberately read-only. It does not edit properties, enroll contacts in workflows, log activity, or put follow-up tasks into HubSpot.

## What the HubSpot connection reads

The scheduled sync reads the whole portal. A contact comes in when it has a company association and either an email address or a full name with a complete postal address. There is no HubSpot list or segment filter, so you narrow the audience inside Sincerely, for example by contact owner. The sync brings in a fixed set of fields:

- **Contact:** name, title, email, owner, and postal address
- **Company:** name, domain, employee count, and address
- **Deal:** name, stage, amount, close date, and closed or won status

Two settings read a custom property you name. Map a company date property as the renewal date, and a renewal campaign can enroll that company's contacts 90 days before it. A touch can also be signed with the name in an owner or text property. Other custom properties do not sync today. If a campaign depends on one, export the qualified rows through [CSV](https://trysincerely.com/integrations/csv) or build the audience from a supported field.

A postal address in HubSpot is not treated as ready to mail. Sincerely resolves candidate business addresses and checks mailability for their destination country. Uncertain matches go to a person for review. It is normal for many CRM contacts to begin without a usable mailing address. [Address verification](https://trysincerely.com/guides/address-verification-explained) is included on every plan.

## Follow one campaign from deal to mailbox

Take a newly closed-lost opportunity. Sincerely notices the transition during a scheduled sync and can place the account into the [closed-lost revival play](https://trysincerely.com/playbooks/closed-lost-revival). Historical closed-lost deals do not enter through this trigger. It responds only to a transition Sincerely observes after the connection is active.

From there, the workflow is straightforward:

1. The account owner reviews the audience and the reason for writing.
2. Sincerely drafts one piece for each selected recipient from CRM context and sourced account facts.
3. A person checks the recipient, address, copy, design, and price.
4. After approval and launch, Sincerely routes the piece by format and destination country to a mail partner.
5. If that partner reports delivery, a follow-up task appears in Sincerely for the next day.

Each contact receives a campaign step once, even if a sync or background job retries. Standard printed United States postcards and letters return automatic postal events. Gifts carry carrier tracking and can receive delivery confirmation from the fulfillment team, which also creates a follow-up task. Handwritten mail has no delivery confirmation, and Canadian printed mail reports an estimate. The [delivery follow-up guide](https://trysincerely.com/guides/direct-mail-delivery-follow-up) explains what the scan does and does not prove.

The same synced audience can support [dark-account](https://trysincerely.com/playbooks/dark-accounts), [event follow-up](https://trysincerely.com/playbooks/event-follow-up), and other campaigns. It can receive printed postcards, letters, or gifts with notes. Handwritten 4x6 postcards and letters are genuinely written by hand. The [formats page](https://trysincerely.com/formats) lists the current choices. Gifts use a curated 46-item catalog for recipients in the United States and Canada.

## Know where the handoff lives

The follow-up task lives in Sincerely, not beside the HubSpot deal. That can surprise a rep who expects every task to appear in one CRM queue. Decide who will watch the Sincerely tasks and how the rep will handle them before the first campaign launches.

There is also no “send postcard” action to place inside a HubSpot workflow. HubSpot supplies the scheduled source data. The audience rules, approvals, sending, and tasks live in Sincerely.

If those limits do not fit the team's process, use [CSV](https://trysincerely.com/integrations/csv) for a carefully prepared audience or review the [Salesforce integration](https://trysincerely.com/integrations/salesforce), which supports optional task writeback and more contact scoping. The [integrations overview](https://trysincerely.com/integrations) compares all four audience paths, including the [MCP server](https://trysincerely.com/integrations/mcp-agents).

## Measure account outcomes, not task completion

Eligible randomized campaigns lock a primary outcome, measurement window, and account-level holdout at launch. Hand-picked follow-ups and objectives observed only through a mailed piece report descriptively. HubSpot deal changes support CRM matchback, which the readout labels as inference. A QR visit is direct evidence that somebody opened the link. Neither is the causal result on its own.

The lift readout compares mailed and held-out accounts, includes a confidence interval, and says when the sample is not ready. The [ROI measurement guide](https://trysincerely.com/guides/measure-direct-mail-roi) walks through the reasoning.

## Set it up without risking a send

1. Create a workspace on the free audit plan. No card is required.
2. Authorize the HubSpot portal with OAuth and let the first scheduled sync finish.
3. Run the mailability audit to see how many contacts lead to a verified business address.
4. Choose one campaign motion, its [format](https://trysincerely.com/formats), and its measurement plan. The free plan can prepare the brand kit and drafts.
5. Review the audience and choose a paid plan only when the team is ready to mail.

Connecting HubSpot cannot put anything in the mailbox. A person still has to approve the pieces and launch the campaign, and fulfillment is unavailable until the workspace chooses a package from the [pricing page](https://trysincerely.com/pricing).

## Common questions

### Do I install anything in HubSpot?

No. The connection starts inside Sincerely with OAuth. There is no HubSpot workflow action or separate package to install.

### Can reps receive delivery-timed tasks?

Yes, when the selected format and mail partner report delivery. The task is due the next day and stays in Sincerely.

### Can the native sync use a custom HubSpot property?

Only for two settings: a company renewal date property and the owner or text property a touch is signed with. For anything else, export the qualified rows by CSV or use one of the supported contact, company, or deal fields.

### Can a team start without HubSpot?

Yes. [CSV import](https://trysincerely.com/integrations/csv) is a complete starting point. Delivery and engagement reporting still work where supported, but a CSV-only audience has no CRM deal matchback, so its outcome report remains descriptive.

## Related questions

- [Using Salesloft with Sincerely](https://trysincerely.com/integrations/salesloft): Sincerely has no native Salesloft integration. Your CRM is the bridge. Here is the honest setup, step by step, and where it falls short.
- [Using Zapier with Sincerely](https://trysincerely.com/integrations/zapier): There is no Sincerely Zapier app today. Here is the honest path, route data through Salesforce, HubSpot, or a CSV, and let Sincerely take it from there.
- [When should sales follow up after direct mail arrives?](https://trysincerely.com/guides/direct-mail-delivery-follow-up): Follow up the day after confirmed delivery. Reference the piece naturally, and treat postal tracking as evidence of arrival, not of reading.
- [How to manage direct mail suppression across campaigns](https://trysincerely.com/guides/direct-mail-suppression): Keep one durable do-not-mail decision per contact, check it at dispatch time, and cancel every queued piece that has not reached the print vendor.
- [Using Outreach with Sincerely](https://trysincerely.com/integrations/outreach): Sincerely has no native Outreach integration. Here is the honest way to add direct mail to your Outreach sequences through your shared CRM.

---

Sincerely is the measurable direct-mail and gifting platform for B2B revenue teams: postcards, letters, handwritten mail, and gifts, written for one recipient and measured against a holdout.

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