HubSpot Integration
To integrate HubSpot, go to Settings > Integrations.
No API key is required: simply select the app, choose your HubSpot account, and connect the application.
💡 Note: Integrating HubSpot requires a HubSpot Marketing license.
HubSpot Synchronization
Properties synchronized on user profiles
To configure your emails using HubSpot, Loyoly needs to share certain customer-related information. Here are the details:
Customer points balance: The current points balance that the customer can use immediately.
Referral ID: The unique referral identifier.
Number of customer missions: The total number of missions completed by the customer.
Number of customer rewards: The total number of rewards claimed by the customer.
Number of customer referrals: The total number of referrals made by the customer.
Customer tier: Displays only if the customer belongs to a tier. This variable is updated whenever the customer changes tier, whether by the access method or if you modify the tier settings.
Birthday date: The birthday collected through the dedicated mission.
Adding custom properties to user profiles
To add these properties, ,update the user records:
Go to the user record in HubSpot (Go to Contact → click on a contact, then click on Actions → Customize priorities → Add priorities → then add the priorities listed below.)
Add the desired properties so they appear in the profile.
Then activate synchronisation of marketing contacts in Settings - Integrations - Marketing contacts.
2. Creating Custom Events.
Go to Data Management → Custom Events.
Make sure all events are properly visible.
Here is the list of events:
New mission
Points accumulated
Reward reminder
Reward allocation
Unused reward
Referral follow-up
Referral confirmed
Post-purchase
If VIP tiers are enabled:
Tier reached
User birthday
If product testing is enabled:
Product test approved
Product test declined
📌 Note: If "No data" is displayed in the table, it means that no events have been triggered.
Next, follow our guide on creating workflows and emails!