Hyper for HubSpot

What Hyper reads

Hyper keeps a searchable copy of every record in your HubSpot account, from all time. This includes contacts, companies, deals, tickets, leads, quotes, products, notes, emails, calls, meetings, tasks, and types of records that your team made. It copies each record's values, owner, and the records it is linked to. It also copies your list of owners, the fields of each kind of record, and the stages that deals and tickets move through (pipelines). It skips deleted records. Some kinds of records need a paid HubSpot plan, and Hyper skips the ones that your plan does not include. Hyper sees most new and deleted records within minutes, and changes to a record within about 10 minutes. When you ask, Hyper can also read lists, inbox conversations, automations (workflows), automatic email series (sequences), marketing emails and their results, website pages, blog posts, users, and teams. A search asks you first, unless you chose to always allow searches.

What Hyper can do

Create, change, merge, and delete records, one at a time or many at once, and link records to each other. Import records from a CSV file, and upload files from your computer. Reply to customers in your inbox. Add contacts to sequences. Create and change marketing emails. Publishing or sending one needs Marketing Hub Enterprise or the HubSpot transactional email add-on. Subscribe contacts to your emails, and unsubscribe them. Create, publish, and delete website pages and blog posts. Change fields, pipelines, and lists. Create and delete workflows. Hyper cannot add or remove HubSpot users, change forms or social media posts, or change invoices and payments. Hyper asks you before each action, unless you chose to always allow that kind of action. It always asks before it uploads a file.

Before you connect

Hyper can read every record in your HubSpot account. A reply from your inbox, a sequence, or a marketing email goes to real customers and cannot be taken back. A change to a record can start your HubSpot workflows, and they can send email. Most deleted records stay in the recycle bin for 90 days, but a privacy (GDPR) delete and a merge cannot be undone. Published pages and blog posts are public at once. The first time that your team connects Hyper, you must be a HubSpot Super Admin or have the App Marketplace Access permission. Anyone who fills in a form or writes to your inbox can add text that hides instructions that try to trick an assistant, so check each change before you approve it.