> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thnks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Features

> Detailed guide to the Thnks HubSpot Integration features including automatic synchronization, Thnks tracking, and CRM integration capabilities.

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

## 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                     |

Each status change is timestamped, enabling detailed engagement analysis.

## Auto-Association

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

### 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.

### 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

### Deal Association

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

<Steps>
  <Step title="Contact Match">
    The recipient must match a Contact in HubSpot
  </Step>

  <Step title="Contact Role">
    The Contact must be associated with a Deal via Contact Role
  </Step>

  <Step title="Deal Status">
    The Deal must be open (not Closed Won or Closed Lost)
  </Step>
</Steps>

This enables powerful pipeline visibility—see exactly which deals have received Thnks engagement.

### Re-Association

If Contacts are added or updated after Thnks have been synced, you can request a re-association:

* Contact [integrations@thnks.com](mailto:integrations@thnks.com) 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

<Note>
  Custom object reporting requires HubSpot Professional or Enterprise plans.
</Note>

## Thnks Sending (Coming Soon)

<Note>
  The Thnks sending feature is currently in development and will be available in a future release.
</Note>

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

## 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

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

### 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

### 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

## 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.