[CRM integration]

Add postal mail actions to HubSpot workflows

Turn HubSpot deals, tickets, and lifecycle stages into approved postal mail, then write delivery proof, forwarded documents, and inbound mail photos back onto the right CRM record.

recommended shape

deal or ticket enters a stage

agent drafts from CRM properties

dry run returns exact cost

approval for certified or high-cost

timeline event with proof and tracking

Best for

Deal-stage mail such as formal offers, notices, renewal packets, or win-back letters.

Contact, company, or ticket timelines that should hold mailed proof and inbound physical responses together.

Support or operations teams that escalate from email sequences to physical mail when a record stalls.

Triggers

Deal enters a selected stage.

Contact has no response after a defined follow-up window.

Ticket needs a formal mailed notice or document packet.

[Workflow]

1

HubSpot workflow, webhook, custom code action, or agent reads CRM context.

2

Agent drafts a letter or packet and calls mailbox.bot with dry_run=true.

3

Human approves sensitive, certified, or high-cost mail.

4

mailbox.bot prints, stamps, mails, tracks, and emits lifecycle webhooks.

5

The integration writes delivery proof, tracking, status, and any forwarded inbound document or mail photo back to the HubSpot object.

Technical pattern

Trigger from a Workflow custom code action (Node or Python) or a workflow webhook; read the object's properties inside the action.

Write results back with the Timeline Events API or a Note engagement with the proof photo attached, plus custom properties for mail_status and tracking.

Keep object_type and object_id in metadata so a delivered event resolves to the right record without a lookup.

Use MCP when an agent decides whether paper is needed; call POST /api/v1/mail from the code action when the packet is already known.

Metadata to preserve

source=hubspot

object_type

object_id

deal_id

contact_id

company_id

ticket_id

workflow_id

POST/api/v1/maildry_run=true

curl -X POST https://mailbox.bot/api/v1/mail \
  -H "Authorization: Bearer sk_agent_test_..." \
  -H "X-Mailbox-MD-Version: <version>" \
  -H "X-Max-Cost-Cents: 2500" \
  -F "document=@deal-notice.pdf" \
  -F "recipient_name=<recipient>" \
  -F "recipient_line1=<street>" \
  -F "recipient_city=<city>" \
  -F "recipient_state=<state>" \
  -F "recipient_zip=<zip>" \
  -F "mail_class=certified" \
  -F "dry_run=true" \
  -F 'metadata[object_type]=<object_type>' \
  -F 'metadata[object_id]=<object_id>' \
  -F 'metadata[deal_id]=<deal_id>' \
  -F 'metadata[source]=hubspot'

Agent prompts

"When this HubSpot deal enters Contract Sent, draft a certified letter and create a mailbox.bot dry run."

"If this customer ignores three email follow-ups, prepare a first-class mailed notice and ask for approval."