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Preview Release: The Thnks HubSpot Integration is currently in preview. Contact your Thnks Account Manager or [email protected] to request access.

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Prerequisites

Before beginning installation, ensure you have:
  • Thnks Account: Enterprise or Enterprise+ plan level
  • HubSpot Account: Professional or Enterprise tier (custom objects require paid plans)
  • HubSpot Permissions: Super Admin access to authorize the integration
  • Integration Enabled: Contact Thnks to enable HubSpot integration for your organization

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Installation Process

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Step 1: Request Access

Contact your Thnks Account Manager or email [email protected] to:
  1. Enable the HubSpot integration for your Thnks organization
  2. Receive your unique setup link
  3. Confirm your HubSpot portal ID

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Step 2: Authorize the Connection

1

Access Setup Link

Click the personalized setup link provided by your Thnks Account Manager. This link is unique to your organization and includes your enterprise credentials.
2

Sign In to HubSpot

You’ll be redirected to HubSpot’s authorization page. Sign in with your HubSpot Super Admin account.
3

Review Permissions

Review the permissions requested by the Thnks integration:
  • CRM Objects: Read and write access to Contacts, Companies, and Deals
  • Custom Objects: Create and manage Thnks custom object records
  • Schema Access: Read custom object schemas for data mapping
These permissions are required for the integration to sync Thnks data and associate records with your CRM objects.
4

Authorize Access

Click “Grant Access” or “Connect App” to authorize the integration. You’ll be redirected back to confirm the connection was successful.

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Step 3: Initial Data Sync

Once authorized, the integration automatically performs an initial backfill:
  1. Historical Import: All past Thnks transactions are imported into HubSpot
  2. Record Creation: Thnks custom object records are created for each transaction
  3. Auto-Association: Records are linked to matching Contacts and Deals based on email addresses
  4. Status Sync: Current status of each Thnks is imported
Timing: The initial backfill typically completes within a few minutes, depending on your transaction history volume. You’ll receive a confirmation once complete.

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Step 4: Verify Installation

After the initial sync completes, verify the installation:
1

Check Custom Objects

Navigate to Settings → Data Management → Objects in HubSpot. You should see a “Thnks” custom object listed.
2

View Thnks Records

Go to CRM → Thnks (or search for “Thnks” in the global search). You should see your historical Thnks transactions.
3

Check Contact Associations

Open a Contact record that has received a Thnks. In the associated records section, you should see linked Thnks records.

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Post-Installation Configuration

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User Email Matching

For the integration to correctly attribute Thnks sent by your team members:
  • Matching Requirement: Thnks user email addresses must match their HubSpot user email addresses
  • Why It Matters: This enables proper recipient attribution and allows users to view their sent Thnks within HubSpot
If a Thnks user’s email doesn’t match any HubSpot user, the Thnks will still sync but may not be attributed to the correct sender within HubSpot.

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Contact Association Settings

The integration automatically associates Thnks records with Contacts based on recipient email addresses. If multiple Contacts share the same email:
  • The most recently active Contact is associated
  • You can manually reassociate records if needed

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Deal Association

Thnks records can be associated with Deals when:
  1. The recipient Contact is associated with a Deal via Contact Role
  2. The Deal is currently open (not Closed Won or Closed Lost)

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Ongoing Synchronization

After installation, the integration operates automatically:
Sync TypeFrequencyDescription
Transaction SyncHourlyNew Thnks transactions are synced every hour
Status UpdatesHourlyThnks status changes are updated (Delivered, Opened, Redeemed)
Token RefreshAutomaticOAuth tokens are refreshed automatically before expiration

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Manual Sync Trigger

If you need to trigger an immediate sync (e.g., after sending a large batch of Thnks), contact your Thnks Account Manager or [email protected].

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Troubleshooting Installation

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Connection Failed

If the OAuth connection fails:
  1. Ensure you’re logged into HubSpot with Super Admin credentials
  2. Verify your HubSpot plan supports custom objects (Professional or Enterprise)
  3. Clear browser cache and try again
  4. Contact [email protected] if issues persist

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No Data After Connection

If no Thnks records appear after installation:
  1. Wait for backfill: Initial sync may take a few minutes
  2. Check your Thnks account: Ensure there are transactions to sync
  3. Verify portal ID: Confirm you connected the correct HubSpot portal
  4. Contact support: Reach out to [email protected]

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Missing Associations

If Thnks records aren’t associated with Contacts:
  1. Email mismatch: Verify the recipient email exists on a Contact record
  2. Multiple Contacts: Check if duplicate Contacts exist with the same email
  3. Re-association: Contact support to trigger a re-association job

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Disconnecting the Integration

To disconnect the Thnks integration from HubSpot:
  1. Navigate to Settings → Integrations → Connected Apps in HubSpot
  2. Find the Thnks integration
  3. Click “Uninstall” or “Disconnect”
Data Retention: Disconnecting the integration will stop future syncs. Existing Thnks custom object records will remain in HubSpot unless manually deleted.

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Next Steps