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Sending gifts via HubSpot

Use Case: Send Gifts via HubSpot

What you’ll build

Send a gift to a contact automatically from a HubSpot workflow using a Gyfti campaign.


Prerequisites

Before starting, make sure you have:

  • A Gyfti account connected to HubSpot

  • A campaign published in Gyfti (digital or postal)


Step 1 β€” Create a campaign in Gyfti

Create either:

  • Digital campaign

    • Allows multiple products

    • Contact chooses their gift via email

  • Postal campaign

    • One product only

    • Gift is sent directly to the contact

πŸ‘‰ Once created, you will arrive to the campaign details page


Step 2 β€” Get the Campaign ID

  • Open your campaign page and check the URL.

  • Copy the campaign ID from it.

    • It looks like: 1775908447578x468627335059121600

πŸ‘‰ You will need this ID when configuring the HubSpot action.


Step 3 β€” Create a HubSpot workflow

  • Go to HubSpot β†’ Workflows

  • Create a new workflow


Step 4 β€” Add Gyfti action

  • Add action: πŸ‘‰ Send a digital Gyfti campaign (or postal depending on your case)

  • Fill in:

    • Campaign ID (from Step 2)


Step 5 β€” Enroll contacts

When a contact enters the workflow:

  • The contact is added to the Gyfti campaign

  • The gift is sent based on campaign type


What happens next

Digital campaign

  • The contact receives an email

  • They can choose their gift from the available products

Postal campaign

  • The gift is sent directly

  • No selection is required

You can verify the contact has been added in your campaign.


Important notes

  • Postal campaigns require valid address data

  • Digital campaigns require a valid email

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