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HubSpot - Integration Manual

Written by Mags Maras
Updated this week

To see which plans include HubSpot integration please see our pricing page. If HubSpot isn't listed on your integrations page within LoyaltyLion and you would like it, please contact support@loyaltylion.com 

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 seamlessly incorporate loyalty information into emails in order to turn one-time shoppers into long-term customers.

Benefits of integrating with HubSpot:

  • Seamlessly incorporate loyalty information

  • Engage your existing customers and acquire new ones

  • Increase customer acquisition with referral prompt emails

How to integrate LoyaltyLion with HubSpot

1. Login to your LoyaltyLion account
2. Click on the tab Manage

3. On the left find Integrations and click Manage 

4. Find HubSpot on the list and click Install Integration button

5. Log in to your HubSpot account 

6. Authorise the access

7. Your HubSpot integration should be ready!

What fields are synchronised to HubSpot?

We currently sync the following merge fields to each member:

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, e.g. 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

Blocked

Whether this customer is blocked from earning or spending points

Date enrolled in program

The date and time this customer joined the 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")

Tier expiration date

When the customer's current tier ends

Tier progress

The customer's current progress toward maintaining or upgrading their tier

Projected tier progress at expiration

The customer's projected progress when their current tier expires

Progress needed to renew tier

How much more progress the customer needs to keep their current tier when it expires

Progress needed to upgrade tier

How much more progress the customer needs to reach the next tier

Next tier

The next tier the customer would reach if they upgrade

Forecasted tier at expiration

The tier the customer is forecasted to be in when their current tier expires

Receipt upload URL

A receipt upload URL associated with this customer

Every field is exposed as a merge field and can be used in emails the same way as other fields like "FNAME". 

FAQ

Q. 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.

Q. I have connected with my ESP provider, but fields LoyaltyLion was supposed to provide do not appear in my ESP.

In order for LoyaltyLion to synchronise information with your ESP, LoyaltyLion has to be live on the page. After launching your program we'll start sending information, so it might take a moment for all the info to get synchronised. Once the first sync is done, we will be sending this data in real-time.

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