HubSpot
Trigger loyalty actions on HubSpot deal stage changes.
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Trigger loyalty actions on HubSpot deal stage changes.
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A use-case for this would be if you want to automatically send out gift cards to leads who who complete a demo call with your sales team. This would be triggered after your sales team updates their HubSpot deal stage.
LoyaltySurf will check if the HubSpot deal's associated contacts' email addresses match a LoyaltySurf participant's email address. If a match is found, then a loyalty action will trigger, giving loyalty action credit to the participant and unlocking any rewards, if applicable.
Here's how to set up the HubSpot integration:
Step 1: In Campaign Editor > 4. Options > Integrations, click the Connect to HubSpot button.
Step 2: Once connected, toggle the switch to enable the Loyalty Action Trigger, then press the 'Connect A Reward' button to link your reward.
Step 3: Select a HubSpot pipeline, then select a deal stage.
(Optional) Step 4: Add a loyalty action trigger hold period by toggling the Show advanced settings section.
When testing out the HubSpot integration, make sure to view participants' activity logs for details that can help you troubleshoot any issues.
Events from HubSpot, such as changes in a deal stage, are sent to LoyaltySurf asynchronously and may take up to a minute or longer to process, depending on the system load. As a result, LoyaltySurf can only trigger the corresponding loyalty action once it has received the event. To manage this process, we use a message queue. Therefore, please be patient if you do not see a loyalty action trigger immediately.