Preview Release: The Thnks HubSpot Integration is currently in preview. Some features may be enhanced before general availability.
Automatic Transaction Synchronization
The core feature of the Thnks HubSpot Integration is automatic, bidirectional synchronization of your Thnks activity with HubSpot CRM.
How Sync Works
The integration synchronizes Thnks transactions to HubSpot automatically:
| Sync Event | Timing | Description |
|---|
| Initial Backfill | On first connection | All historical transactions are imported |
| Scheduled Sync | Every hour | New transactions and status updates are synced |
| Status Updates | With each sync | Thnks status changes are propagated to HubSpot |
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
Status Lifecycle
Thnks progress through a defined status lifecycle. The integration tracks each status change:
Sent → Delivered → Opened → Redeemed
↘ Refunded
↘ Expired
| Status | Description |
|---|
| Sent | Thnks has been sent to the recipient |
| Scheduled | Thnks is scheduled for future delivery |
| Delivered | Thnks notification delivered to recipient |
| Opened | Recipient has viewed the Thnks |
| Redeemed | Recipient has redeemed/used the Thnks |
| Refunded | Thnks was refunded (unredeemed or manually expired) |
| Expired | Thnks expired before redemption |
Auto-Association
The integration automatically links Thnks records to relevant HubSpot CRM objects, eliminating manual data entry.
When a Thnks is synced, the integration:
- Searches for a Contact with a matching email address
- Associates the Thnks record with the Contact
- 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.
Company Association
Thnks records are associated with Companies through the Contact relationship:
- Contact is matched by email
- Contact’s primary Company is identified
- Thnks record is associated with both Contact and Company
Deal Association
Thnks records can be associated with Deals when specific criteria are met:
Contact Match
The recipient must match a Contact in HubSpot
Contact Role
The Contact must be associated with a Deal via Contact Role
Deal Status
The Deal must be open (not Closed Won or Closed Lost)
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
Thnks Custom Object
The integration creates a custom object in HubSpot to store Thnks transaction data.
Object Properties
| Property | Type | Description |
|---|
| Thnks Name | Text | Name of the Thnks |
| Thnks Amount | Currency | Dollar value of the Thnks |
| Sender Name | Text | Full name of sender |
| Sender Email | Email | Email address of sender |
| Recipient Name | Text | Full name of recipient |
| Recipient Email | Email | Email address of recipient |
| Status | Dropdown | Current Thnks status |
| Message | Text (Long) | Personal message included |
| Sent Date | DateTime | When the Thnks was sent |
| Delivered Date | DateTime | When delivery was confirmed |
| Opened Date | DateTime | When recipient viewed the Thnks |
| Redeemed Date | DateTime | When recipient redeemed the Thnks |
| Tracking URL | URL | Direct link to transaction |
| Transaction ID | Text | Unique Thnks transaction identifier |
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
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.
Thnks Sending (Coming Soon)
The Thnks sending feature is currently in development and will be available in a future release.
- Send Thnks button on Contact records
- Browse Thnks catalog within HubSpot
- Customize messages
- Schedule future Thnks
- Track sent Thnks in real-time
Organization Statistics
Track your organization’s Thnks activity at a glance:
| Metric | Description |
|---|
| Total Thnks Sent | Cumulative count of all Thnks sent |
| Total Value | Sum of all Thnks amounts |
| Average Thnks Value | Mean Thnks amount |
| Top Thnks Types | Most frequently sent Thnks |
| Redemption Rate | Percentage of Thnks redeemed |
| Recent Activity | Latest sending and redemption events |
Security & Compliance
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
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
Permission Requirements
The integration requires these HubSpot scopes:
| Scope | Purpose |
|---|
crm.objects.contacts.read | Read Contact records for matching |
crm.objects.contacts.write | Update Contact associations |
crm.objects.custom.read | Read Thnks custom object records |
crm.objects.custom.write | Create and update Thnks records |
crm.schemas.custom.read | Read custom object schema definitions |
Best Practices
Maximize Data Quality
- Consistent Emails: Ensure recipient emails in Thnks match Contact emails in HubSpot
- Avoid Duplicates: Merge duplicate Contacts before connecting the integration
- Update Contact Roles: Keep Deal Contact Roles current for accurate Deal associations
Optimize for Reporting
- Create Custom Views: Build filtered views of Thnks records by status, date, or Thnks type
- Schedule Reports: Set up automated reports on Thnks activity
- Use Dashboards: Add Thnks metrics to your HubSpot dashboards
Team Coordination
- Match User Emails: Ensure Thnks user emails match HubSpot user emails
- Train Your Team: Share best practices for effective Thnks usage
- Review Activity: Regularly review Thnks activity for team coaching
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.
