The HubSpot integration is available on the Classic plan and above. To see which plans include it, see our pricing page.
In this article:
Why HubSpot and LoyaltyLion?
HubSpot is inbound marketing and sales software that helps companies attract visitors, convert leads, and close customers.
Using LoyaltyLion and HubSpot together allows you to incorporate loyalty information into emails in order to turn one-time shoppers into long-term customers.
Benefits of integrating with HubSpot
Add loyalty information to your emails
Engage your existing customers and acquire new ones
Increase customer acquisition with referral prompt emails
How to integrate LoyaltyLion with HubSpot
In LoyaltyLion, go to Integrations, then under Available integrations, click HubSpot.
Under 1. Connect to HubSpot, click the Connect to HubSpot button.
Log in to HubSpot and authorize LoyaltyLion. You are then returned to LoyaltyLion.
Under 2. Configuration, choose the customer properties to send: Send all current and future customer properties, Do not send any customer properties, or Choose customer properties to send.
Click Complete installation, decide whether to tick Backfill data for all customers, then click Install.
When the installation finishes, you will see an Integration installed message. If you tick the backfill, we send the properties you chose for every customer in your program. If you do not, we only send customers whose loyalty data changes after you install. LoyaltyLion sends customer properties to HubSpot, not events.
To change which properties you send later:
In LoyaltyLion, go to Integrations, then under Installed integrations, click HubSpot.
Change your customer properties.
Click Save changes.
You will see an Integration updated message when your changes are saved.
What fields are synchronized to HubSpot?
LoyaltyLion matches customers to HubSpot contacts by email address, and adds these contact properties to a property group called Loyaltylion customer properties. Each property is listed by its name in HubSpot:
Property | What it is |
Total points | The number of points this customer currently has, including pending points |
Approved points | The number of points this customer has available to spend |
Pending points | Points this customer has earned but can't yet spend, for example from unpaid orders |
Spent points | The number of points this customer has spent |
Lifetime points | The total number of points this customer has ever earned, including spent points |
Number of rewards claimed | The number of rewards this customer has claimed |
Number of rewards used | The number of rewards this customer has used |
Enroll date | The date and time this customer joined your loyalty program |
Referral URL | This customer's unique referral URL |
Loyalty Tier | The name of this customer's current loyalty tier |
Birthday | This customer's birth date |
Insights segment | This customer's Insights segment (one of "Loyal", "At Risk", "Win Back") |
Blocked | Whether this customer is blocked from earning or spending points |
Tier expiration date | When the customer's current tier ends |
Tier progress value | The customer's current progress toward keeping or upgrading their tier |
Tier progress at expiration | The customer's projected progress when their current tier expires |
Tier progress needed for renewal | How much more progress the customer needs to keep their current tier when it expires |
Tier progress needed for upgrade | How much more progress the customer needs to reach the next tier |
Tier upgrade name | The next tier the customer would reach if they upgrade |
Tier forecasted name | The tier the customer is forecast to be in when their current tier expires |
Receipt Upload URL | This customer's personal receipt upload link |
Loyalty Pass URL | This customer's Loyalty Pass link |
Loyalty Pass installed | Whether this customer has the Loyalty Pass in their phone wallet |
You can use these properties in HubSpot lists, workflows and email personalization, the same way as any other contact property.
FAQ
How can I use this data to help my business?
This data will help you increase revenue, engagement and customer acquisition, as well as segmenting customers based on their loyalty properties, prompt customers to refer their friends by emailing them with their referral link and more.
I've connected HubSpot, but the LoyaltyLion properties don't appear.
LoyaltyLion only sends data while your program is live. If you didn't tick Backfill data for all customers when you installed, customers appear in HubSpot as their loyalty data changes. After that, changes are sent as they happen.