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Preview Release: The Thnks HubSpot Integration is currently in preview. Some features may be enhanced before general availability.

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Automatic Transaction Synchronization

The core feature of the Thnks HubSpot Integration is automatic, bidirectional synchronization of your Thnks activity with HubSpot CRM.

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How Sync Works

The integration synchronizes Thnks transactions to HubSpot automatically:
Sync EventTimingDescription
Initial BackfillOn first connectionAll historical transactions are imported
Scheduled SyncEvery hourNew transactions and status updates are synced
Status UpdatesWith each syncThnks status changes are propagated to HubSpot

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What Gets Synchronized

Every Thnks transaction creates a custom object record in HubSpot with the following data: Thnks Information
  • Thnks name and type
  • Thnks amount (dollar value)
  • Personal message included with the Thnks
  • Tracking URL for the transaction
Sender Details
  • Sender name
  • Sender email address
  • Sending timestamp
Recipient Details
  • Recipient name
  • Recipient email address
  • Recipient phone (if applicable)
Status Tracking
  • Current status (see Status Lifecycle below)
  • Timestamp for each status change
  • Delivery and redemption dates

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Status Lifecycle

Thnks progress through a defined status lifecycle. The integration tracks each status change: 
Sent → Delivered → Opened → Redeemed
                         ↘ Refunded
                         ↘ Expired
StatusDescription
SentThnks has been sent to the recipient
ScheduledThnks is scheduled for future delivery
DeliveredThnks notification delivered to recipient
OpenedRecipient has viewed the Thnks
RedeemedRecipient has claimed/used the Thnks
RefundedThnks was refunded (unclaimed or cancelled)
ExpiredThnks expired before redemption
Each status change is timestamped, enabling detailed engagement analysis.

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Auto-Association

The integration automatically links Thnks records to relevant HubSpot CRM objects, eliminating manual data entry.

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Contact Association

When a Thnks is synced, the integration:
  1. Searches for a Contact with a matching email address
  2. Associates the Thnks record with the Contact
  3. Links appear in the Contact’s associated records section
Handling Duplicates: If multiple Contacts share the same email, the integration associates with the most recently active Contact.

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Company Association

Thnks records are associated with Companies through the Contact relationship:
  1. Contact is matched by email
  2. Contact’s primary Company is identified
  3. Thnks record is associated with both Contact and Company

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Deal Association

Thnks records can be associated with Deals when specific criteria are met:
1

Contact Match

The recipient must match a Contact in HubSpot
2

Contact Role

The Contact must be associated with a Deal via Contact Role
3

Deal Status

The Deal must be open (not Closed Won or Closed Lost)
This enables powerful pipeline visibility—see exactly which deals have received Thnks engagement.

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Re-Association

If Contacts are added or updated after Thnks have been synced, you can request a re-association:
  • Contact [email protected] to trigger a re-association job
  • Orphaned Thnks records (those without Contact matches) will be re-evaluated
  • New associations are created based on current Contact data

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Thnks Custom Object

The integration creates a custom object in HubSpot to store Thnks transaction data.

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Object Properties

PropertyTypeDescription
Gift NameTextName of the Thnks
Gift AmountCurrencyDollar value of the Thnks
Sender NameTextFull name of sender
Sender EmailEmailEmail address of sender
Recipient NameTextFull name of recipient
Recipient EmailEmailEmail address of recipient
StatusDropdownCurrent Thnks status
MessageText (Long)Personal message included
Sent DateDateTimeWhen the Thnks was sent
Delivered DateDateTimeWhen delivery was confirmed
Opened DateDateTimeWhen recipient viewed the Thnks
Redeemed DateDateTimeWhen recipient claimed the Thnks
Tracking URLURLDirect link to transaction
Transaction IDTextUnique Thnks transaction identifier

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Viewing Thnks Records

Access Thnks records in HubSpot: From Global Search
  • Search for “Thnks” in the HubSpot global search
  • View all Thnks records in a list view
From CRM Navigation
  • Navigate to CRM → Thnks
  • Use filters to find specific records
From Contact Records
  • Open any Contact record
  • View associated Thnks in the associations panel

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Building Reports

Leverage HubSpot’s reporting tools with Thnks data: Example Report Ideas
  • Total Thnks sent per month
  • Redemption rate by Thnks type
  • Top senders on your team
  • Thnks sent per pipeline stage
  • Average Thnks value by deal size
Custom object reporting requires HubSpot Professional or Enterprise plans.

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Thnks Sending (Coming Soon)

The Thnks sending feature is currently in development and will be available in a future release.
The integration will support sending Thnks directly from HubSpot Contact records: Planned Capabilities
  • Send Thnks button on Contact records
  • Browse Thnks catalog within HubSpot
  • Customize messages
  • Schedule future Thnks
  • Track sent Thnks in real-time

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Portal Statistics

Track your organization’s Thnks activity at a glance:
MetricDescription
Total Thnks SentCumulative count of all Thnks sent
Total ValueSum of all Thnks amounts
Average Thnks ValueMean Thnks amount
Top Thnks TypesMost frequently sent Thnks
Redemption RatePercentage of Thnks redeemed
Recent ActivityLatest sending and redemption events

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Security & Compliance

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OAuth 2.0 Authentication

The integration uses OAuth 2.0 for secure authentication:
  • No password sharing: Users authorize via HubSpot’s secure login
  • Scoped access: Integration only requests necessary permissions
  • Token refresh: Access tokens are automatically refreshed
  • Revocable: Disconnect anytime from HubSpot settings

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Data Handling

  • Encrypted transmission: All data transferred via HTTPS
  • Per-organization isolation: Each organization’s data is isolated
  • Audit trail: Complete history of all synced transactions
  • Data retention: Thnks records persist in HubSpot until deleted

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Permission Requirements

The integration requires these HubSpot scopes:
ScopePurpose
crm.objects.contacts.readRead Contact records for matching
crm.objects.contacts.writeUpdate Contact associations
crm.objects.custom.readRead Thnks custom object records
crm.objects.custom.writeCreate and update Thnks records
crm.schemas.custom.readRead custom object schema definitions

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Best Practices

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Maximize Data Quality

  1. Consistent Emails: Ensure recipient emails in Thnks match Contact emails in HubSpot
  2. Avoid Duplicates: Merge duplicate Contacts before connecting the integration
  3. Update Contact Roles: Keep Deal Contact Roles current for accurate Deal associations

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Optimize for Reporting

  1. Create Custom Views: Build filtered views of Thnks records by status, date, or Thnks type
  2. Schedule Reports: Set up automated reports on Thnks activity
  3. Use Dashboards: Add Thnks metrics to your HubSpot dashboards

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Team Coordination

  1. Match User Emails: Ensure Thnks user emails match HubSpot user emails
  2. Train Your Team: Share best practices for effective Thnks usage
  3. Review Activity: Regularly review Thnks activity for team coaching

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Feature Roadmap

The following features are planned for future releases:
  • Direct Sending: Send Thnks from within HubSpot UI
  • Workflow Triggers: Trigger Thnks based on HubSpot workflow events
  • Enhanced Reporting: Pre-built Thnks dashboards and reports
  • Real-time Sync: Immediate synchronization (vs. hourly)
Contact your Thnks Account Manager for the latest roadmap updates.