Preview Release: The Thnks HubSpot Integration is currently in preview. Contact your Thnks Account Manager or [email protected] for access.
Key Features
🔄 Automatic Transaction Sync- Hourly synchronization of all Thnks transactions to HubSpot
- Historical backfill of past transactions on first connection
- Real-time status updates (Sent, Delivered, Opened, Redeemed, Refunded)
- No manual data entry required
- Custom Thnks object in HubSpot stores complete Thnks history
- Auto-association with Contacts, Companies, and Deals
- Track Thnks sent and received per contact
- Full visibility into Thnks engagement metrics
- Portal-level statistics and reporting
- Total Thnks sent, total value, and popular Thnks types
- Thnks status breakdown and engagement tracking
- Native HubSpot reporting integration
How It Works
Automatic Synchronization
Once connected, the integration automatically synchronizes your Thnks activity with HubSpot:- Initial Backfill: All historical Thnks transactions are imported into HubSpot as custom object records
- Hourly Sync: New transactions are synchronized every hour automatically
- Status Updates: Thnks status changes are tracked and updated in real-time
- Auto-Association: Thnks records are automatically linked to matching Contacts and Deals based on email addresses
Data Flow
What Gets Synced
Each Thnks transaction synced to HubSpot includes:| Field | Description |
|---|---|
| Gift Name | The name of the Thnks sent |
| Gift Amount | Dollar value of the Thnks |
| Sender | Name and email of the sender |
| Recipient | Name and email of the recipient |
| Status | Current status (Sent, Delivered, Opened, Redeemed, etc.) |
| Message | Personal message included with the Thnks |
| Sent Date | When the Thnks was sent |
| Status Dates | Timestamps for each status change |
| Tracking URL | Direct link to the Thnks transaction |
Integration Benefits
For Sales Teams
- Relationship Building: Track all Thnks touchpoints with prospects and customers
- Pipeline Insights: See which deals have received Thnks and their engagement
- Activity Visibility: Thnks appear in contact activity timelines
For Marketing Teams
- Campaign Tracking: Measure Thnks-based campaign effectiveness
- Engagement Metrics: Track open and redemption rates
- Attribution: Link Thnks to specific campaigns or initiatives
- Reporting: Build custom reports on Thnks activity
For Operations Teams
- Automated Data Flow: Eliminate manual data entry
- Data Accuracy: Single source of truth for Thnks data
- Compliance: Complete audit trail of all Thnks activity
- Scalability: Support growing teams without additional admin overhead
Prerequisites
Before setting up the integration, ensure you have:- Thnks Account: Enterprise or Enterprise+ plan with HubSpot integration enabled
- Admin Access: HubSpot Super Admin permissions for initial setup
- Matching Emails: User email addresses should match between Thnks and HubSpot
Next Steps
1
Install the Integration
Follow the Installation Guide to connect your HubSpot portal with Thnks.
2
Explore Features
Learn about auto-sync and tracking in detail.
3
Review FAQs
Check the FAQ for common questions and troubleshooting tips.
Support
Need help with the HubSpot integration?- Email: [email protected]
- Documentation: Check the guides linked above
- Account Manager: Contact your Thnks Account Manager for personalized assistance