- You build an empty sequence shell in HubSpot (the sequence, its steps, its delays, its sender settings).
- Avina writes per-contact personalized copy into custom properties on the Contact and Company records.
- You reference those custom properties as personalization tokens in the sequence’s email templates, so HubSpot merges Avina’s AI-drafted copy at send time.
Prerequisites
- A Sales Hub Professional or Enterprise (or Service Hub equivalent) subscription — required for sequences.
- Sequences and Edit property settings permissions on the HubSpot user doing the setup.
- A personal email inbox connected to HubSpot (team/conversations inboxes can’t send sequence emails).
- The Avina ↔ HubSpot integration connected. See the HubSpot overview if you haven’t done this yet.
Step 1 — Create custom properties for Avina’s drafts
For each email step in your sequence, you’ll need one property to hold the subject line and one to hold the body, on either the Contact or the Company record (Contact is the most common choice).Open the property editor
In HubSpot, click the settings icon in the top nav → Properties in the left sidebar.
Select the object
Click the Select an object dropdown and choose Contact properties (repeat later for Company properties if your sequence merges company-level copy too).
Create the body property for step 1
Click Create property, then:
- Property label:
Avina — Email Body 1 - Field type: Multi-line text
- Click Create property.
Create the subject property for step 1
Click Create property again:
- Property label:
Avina — Email Subject 1 - Field type: Single-line text
- Click Create property.
Step 2 — Create the sequence shell in HubSpot
Create a new sequence
Click Create sequence in the top right, select Start from scratch, and click Create sequence.
Name the sequence
Click the pencil icon at the top of the sequence editor and give it a descriptive name. This is the exact name you’ll select in Avina when wiring up the AI Sequence.
Add an Automated email step
Click the + icon → Automated email. Click Create template to build the step 1 template in-place.
Insert Avina's personalization tokens into the template
In the template editor:
- Click in the Subject field, then click the Personalize dropdown → Contact property → search for
Avina — Email Subject 1→ Insert. - Click into the body, then click the Personalize dropdown → Contact property → search for
Avina — Email Body 1→ Insert.
Save the template
Save the template and attach it to the step. Set the delay (for step 1, this is typically zero).
Repeat for every step
Add an Automated email step for each subsequent step, inserting
Avina — Email Subject {n} and Avina — Email Body {n} as the tokens. Set delays between steps as you would for any normal sequence.Step 3 — Wire the sequence up in Avina
Select your HubSpot sequence
Instead of Avina creating a new HubSpot sequence, you’ll see a picker listing the sequences that exist in your connected HubSpot org. Select the one you created in Step 2.
Match Avina's steps to your HubSpot properties
For each step, confirm the Contact (or Company) property pair Avina should write into. Avina populates these properties every time a contact is enrolled into the sequence.
Activate
Activate the AI Sequence. When a signal triggers enrollment, Avina will:
- Draft personalized subject + body for each step based on the signal context.
- Write the drafts to the custom properties on the Contact (and Company) record.
- Enroll the contact into the HubSpot sequence.
- HubSpot’s Automated email step reads the personalization token at send time, merging Avina’s draft into the outgoing email.
What to do if you change the sequence
Because Avina doesn’t manage the HubSpot sequence shell, edits flow in one direction only:- Adding a step in HubSpot: create the matching
Avina — Email Subject/Body {n}properties first, then add the Automated email step referencing them. Finally, in Avina, re-select the sequence so Avina picks up the new step. - Deleting or renaming a sequence in Avina: the corresponding HubSpot sequence is not deleted. Go to HubSpot and delete or rename it manually.
- Changing step order: if you reorder steps in HubSpot, make sure the property tokens match the new order (step 1 template references
Body 1, step 2 referencesBody 2, etc.), otherwise Avina’s drafts will end up in the wrong email.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Email body is blank or shows fallback text | Avina hasn’t finished drafting for that contact yet, or the property name doesn’t match Avina’s expectation | Confirm the property exists on the Contact (or Company) record and the label exactly matches Avina — Email Body {n} |
| Every contact gets the same copy | The template is referencing the wrong token (e.g. a static snippet instead of a personalization token) | Re-open the template, remove the static text, re-insert using the Personalize dropdown |
| Sequence doesn’t exist in Avina’s picker | User who connected HubSpot doesn’t have sequence visibility, or the sequence is set to Only Me | Share the sequence with the HubSpot user Avina authenticated as |

