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 point balance : The customer's point balance that they can use right now.
Customer missions count : The number of missions they have completed.
Customer rewards count : Represents the total number of rewards the customer has claimed.
Customer referrals count : Indicates the number of referrals made by the customer.
Customer VIP tier name : The tier the customer is currently in. It only appears if the customer belongs to a tier. This variable is updated as soon as the customer changes tiers, whether according to the access method or if you modify the tier settings.
Phone number : Indicates the phone number provided by the customer on their account.
Customer birthdate : The customer's date of birth, typically used for awarding birthday rewards.
Date of last activity : Corresponds to the date the customer last interacted with the loyalty program or the store.
Wallet installed : Indicates whether the customer has downloaded and installed the loyalty card in their smartphone's digital wallet (true or false).
Loyalty opt-in date : The exact date the customer gave their consent (opt-in) to join the loyalty program.
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!