> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avina.io/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Sequences in HubSpot

> Step-by-step setup for using HubSpot as the sending platform for Avina's AI Sequences.

HubSpot's [Sequences API](https://developers.hubspot.com/docs/reference/api/automation/sequences) is **read and enroll only** — it does not expose endpoints to create sequences or email templates. That means when you use HubSpot as the sending platform for [AI Sequences](/features/ai-sequences), Avina cannot build the sequence for you the way it does for Outreach, Salesloft, Instantly, Lemlist, or Smartlead.

Instead, the flow is:

1. **You build an empty sequence shell in HubSpot** (the sequence, its steps, its delays, its sender settings).
2. **Avina writes per-contact personalized copy** into custom properties on the Contact and Company records.
3. **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.

This is more work than the other platforms, but it's a one-time setup per sequence.

## 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](https://knowledge.hubspot.com/connected-email/connect-your-inbox-to-hubspot) (team/conversations inboxes can't send sequence emails).
* The Avina ↔ HubSpot integration connected. See the [HubSpot overview](/integrations/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).

<Steps>
  <Step title="Open the property editor">
    In HubSpot, click the **settings** icon in the top nav → **Properties** in the left sidebar.
  </Step>

  <Step title="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).
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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>

  <Step title="Repeat for every sequence step">
    Repeat the two steps above for every email step your sequence will have (e.g., `Email Body 2`, `Email Subject 2`, and so on). Each Avina step needs its own property pair.
  </Step>
</Steps>

<Tip>
  Keep the labels in a consistent pattern (`Avina — Email Body {n}` / `Avina — Email Subject {n}`). Avina matches on the label when writing drafts, and a consistent naming convention makes it obvious which property belongs to which step.
</Tip>

## Step 2 — Create the sequence shell in HubSpot

<Steps>
  <Step title="Open Sequences">
    In HubSpot, navigate to **Automations → Sequences** (or **Sales → Sequences**).
  </Step>

  <Step title="Create a new sequence">
    Click **Create sequence** in the top right, select **Start from scratch**, and click **Create sequence**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add an Automated email step">
    Click the **+** icon → **Automated email**. Click **Create template** to build the step 1 template in-place.
  </Step>

  <Step title="Insert Avina's personalization tokens into the template">
    In the template editor:

    1. Click in the **Subject** field, then click the **Personalize** dropdown → **Contact property** → search for `Avina — Email Subject 1` → **Insert**.
    2. Click into the body, then click the **Personalize** dropdown → **Contact property** → search for `Avina — Email Body 1` → **Insert**.

    Leave a fallback value blank unless you want HubSpot to send a default message if Avina hasn't written a draft yet for that contact.
  </Step>

  <Step title="Save the template">
    Save the template and attach it to the step. Set the delay (for step 1, this is typically zero).
  </Step>

  <Step title="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>

  <Step title="Configure sender, timing, and unenrollment">
    Configure the sequence's default send times, sender, and automatic unenrollment triggers as usual. Save the sequence.
  </Step>
</Steps>

<Warning>
  Use **Automated email** steps (not **Manual email task** steps) for any step where Avina's draft should go out without rep intervention. Manual-email-task steps pause the sequence and require a human to click send.
</Warning>

## Step 3 — Wire the sequence up in Avina

<Steps>
  <Step title="Create a new AI Sequence">
    In Avina, navigate to **Sequences** → **Create Sequence**.
  </Step>

  <Step title="Pick HubSpot as the sending platform">
    When prompted for the sending platform, pick **HubSpot**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Activate">
    Activate the AI Sequence. When a signal triggers enrollment, Avina will:

    1. Draft personalized subject + body for each step based on the signal context.
    2. Write the drafts to the custom properties on the Contact (and Company) record.
    3. Enroll the contact into the HubSpot sequence.
    4. HubSpot's Automated email step reads the personalization token at send time, merging Avina's draft into the outgoing email.
  </Step>
</Steps>

## 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 references `Body 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                                                       |