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CRM integration

The send endpoint works hand-in-hand with your CRM. If you have HighLevel or HubSpot connected, outbound messages sent through the API appear inside your CRM — just like messages sent from the Project Blue app.

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Auto-create contacts

By default, shouldAutoCreateContact is true. This means if you send an outbound message and the recipient does not already exist as a contact in your CRM, we will automatically create the contact for you along with the message.

Set shouldAutoCreateContact to false if you only want messages logged for contacts that already exist in your CRM.

This field is only relevant if you have a supported CRM connected
If no CRM is connected, shouldAutoCreateContact has no effect. Messages are still sent normally regardless of this setting.

HighLevel

Outbound messages are synced directly into Conversations. If the contact doesn't exist and auto-create is enabled, we create the contact and the message appears in their conversation thread.

HubSpot

Outbound messages are logged as an activity on the contact record. If you have a HubSpot Inbox enabled, the message is also delivered there for your team to see and reply from.

If the contact doesn't exist and auto-create is enabled, we create the contact in HubSpot first, then log the activity.

Guides