--- title: CorporateGift for HubSpot - User Guide description: HubSpot app user guide --- [Skip to content](https://help.corporategift.com/corporategift-for-hubspot-user-guide#main-content) English Show submenu for translations [Contact us](https://help.corporategift.com/kb-tickets/new?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.corporategift.com/kb-tickets/new) CorporateGift.com Help Center - There are no suggestions because the search field is empty. 1. [Corporategift.com knowledge base](https://help.corporategift.com/?hsLang=en) 2. [Integrations](https://help.corporategift.com/integrations?hsLang=en) 3. [CRM](https://help.corporategift.com/integrations?hsLang=en#crm) # CorporateGift for HubSpot - User Guide ## Send e-gifts and physical gifts to your HubSpot contacts, and see every gift's status - without leaving HubSpot. What you get - **Gift History card** on every contact record: every gift your CorporateGift account has sent to that contact - from the card or from a workflow - with its live status, price, shipping status, tracking numbers, the product the recipient chose, and their thank-you note. - **Send a Gift** right from the card - e-gifts (delivered by email, the recipient picks their gift) or physical gifts (shipped directly to an address). - **Workflow actions** for automation: send a gift automatically when a deal closes, a ticket resolves, or any other workflow trigger. - **Gift activity on the contact timeline**: "Gift sent" and "Gift redeemed" events appear in the contact's activity feed alongside emails, calls and meetings. - **Gift properties on the contact**: the date and campaign of the last gift sent and the last gift accepted, ready for lists, reports and workflow conditions. --- Already using the app? Reconnect once  If you connected CorporateGift to HubSpot before November 2026, the timeline activities and the gift properties need two new permissions. Reconnect the app once to grant them: 1. In CorporateGift, go to **My Integrations** → **CRM** and click **Connect to HubSpot** on the HubSpot card. 2. Approve the permissions HubSpot shows. Do this from the same CorporateGift user that originally connected the portal. Your existing workflows, card and gift history are not affected. Until you reconnect, gifts still send normally; only the timeline events and properties stay empty. --- Requirements 1. **A CorporateGift account**, connected to your HubSpot portal (one-time admin setup, below). 2. **Each HubSpot user who wants to use the card must be a registered user on the CorporateGift account** - either the account's own login email or a user added to the account, matching their **HubSpot login email**.This is how the card knows which budgets and gift catalogs belong to *you*: you only see and spend what's assigned to your CorporateGift user. If your email isn't registered, the card shows a message asking you to contact your CorporateGift account admin. --- **One-time setup (Corporategift.com super admins)** ### 1. Connect your HubSpot portal 1. Log in to your CorporateGift account and go to **My Integrations**. 2. On the CRM tab, click **Add** on the HubSpot card. ![HubSpot label capitalization fix-1](https://help.corporategift.com/hs-fs/hubfs/HubSpot%20label%20capitalization%20fix-1.png?width=518&height=292&name=HubSpot%20label%20capitalization%20fix-1.png)        3. On the HubSpot panel, click **Connect to HubSpot**. ![HubSpot integration setup screen (1)](https://help.corporategift.com/hs-fs/hubfs/HubSpot%20integration%20setup%20screen%20(1).png?width=505&height=289&name=HubSpot%20integration%20setup%20screen%20(1).png)              4. Pick the HubSpot portal to connect and approve the requested access.        5. You'll return to the My Integrations page with HubSpot marked in a green label as installed. The connection also creates the CorporateGift contact properties in your portal (see "Gift properties" below). ### ![HubSpot Integration Name Updated](https://help.corporategift.com/hs-fs/hubfs/HubSpot%20Integration%20Name%20Updated.png?width=520&height=427&name=HubSpot%20Integration%20Name%20Updated.png) 2\. Add the Gift History card to contact records 1. In HubSpot: **Settings → Data Management → Objects → Contacts → Record customization**, and edit the view you are using. 2. In the right sidebar click **Add cards → Card library**, search for **Gift History**, and add it. 3. Save. The card now appears on every contact record for everyone in the portal. *![Screenshot 2026-08-12 at 13.03.29](https://help.corporategift.com/hs-fs/hubfs/Screenshot%202026-08-12%20at%2013.03.29.png?width=554&height=345&name=Screenshot%202026-08-12%20at%2013.03.29.png)* ### 3. Register your team Add each teammate who should send gifts as a user on your CorporateGift account, using the **same email they log in to HubSpot with**, and assign them the budgets and gift catalogs they may use. --- The Gift History card Open any contact. The card lists every gift sent to this contact from your CorporateGift account - by any registered user or by a workflow - newest first: - **Status** - updates in near real-time: Not sent yet → Sent → Opened → Redeemed (or Bounced / Declined / Expired / Canceled). - **Price** and **send date**. - **Redeemed gift** - the product the recipient chose. - **Shipping** - the delivery status once a physical item ships, with clickable tracking numbers. - **Thank you note** - if the recipient wrote one when redeeming. *![Screenshot 2026-08-12 at 15.53.52](https://help.corporategift.com/hs-fs/hubfs/Screenshot%202026-08-12%20at%2015.53.52.png?width=417&height=605&name=Screenshot%202026-08-12%20at%2015.53.52.png)* If nothing has been sent yet you'll see an empty state with a **Send a Gift** button. --- Sending a gift Click **Send a Gift** on the card and pick a gift type: ### E-Gift (email) The recipient gets an email and chooses their own gift. - **Gift** - pick a campaign or product; you'll see its image and price after selecting, and prices in the list. - **Budget** - your available budgets, with balances. - **Recipient first/last name** - prefilled from the contact; edit if missing. - **Email content** - for a campaign gift, the email subject and greeting come from the campaign as set up in CorporateGift. Keep **Use the campaign's subject & greeting** to send it exactly as designed, or choose **Customize for this recipient** to change either field for this send. A field you leave blank keeps the campaign's text. If your CorporateGift admin locked the campaign's subject or greeting, the card shows them read-only. - **Send.** You'll get a confirmation with the order number, and the gift appears in the history immediately with status Sent. The sender name the recipient sees ("Here is your gift from …") is the campaign's **From** name set in CorporateGift. If the campaign has none, your first name is used. ### Physical gift (shipped) Ships a specific item directly — no redemption step, so only gifts that resolve to a single shippable product are offered: single-product campaigns, your assigned shippable products, and your inventory items. 1. **Gift** and **budget** — as above. 2. **Recipient details** — name, **phone**, and the full shipping address, prefilled from the contact record where available. 3. Optional **gift message**. 4. **Send.** *![Screenshot 2026-08-12 at 15.56.40](https://help.corporategift.com/hs-fs/hubfs/Screenshot%202026-08-12%20at%2015.56.40.png?width=373&height=1094&name=Screenshot%202026-08-12%20at%2015.56.40.png)* ### Good to know - Failures show the exact reason inline (e.g. insufficient budget) — fix and resend. - If a send times out, clicking **Send** again is safe: duplicate orders are automatically prevented. --- ### Gift activity on the contact timeline Every gift shows up in the contact's activity feed, whether it was sent from the card or by a workflow: - **Gift sent** - logged the moment the gift is sent, with the gift, gift type, order number, who sent it and the budget used. - **Gift redeemed** - logged when the recipient accepts an e-gift, with the gift, the item they chose, the order number and the redemption time. Redemptions are picked up within about 15 minutes. To see them, open the contact's **Activities** tab. If they are hidden, click **Filter activity** and make sure **Corporategift.com** is ticked under **Integrations**. ### Gift properties for reports and workflows The app maintains four contact properties in the **CorporateGift** property group. HubSpot updates them automatically from the timeline events, so they always reflect the most recent gift: | Property | Internal name | What it holds | | --- | --- | --- | | Last gift sent (CorporateGift) | `cg_last_gift_sent_at` | Date and time of the most recent gift sent to the contact | | Last gift sent campaign (CorporateGift) | `cg_last_gift_sent_campaign` | The campaign or product of that gift | | Last gift accepted (CorporateGift) | `cg_last_gift_accepted_at` | Date and time the contact most recently redeemed an e-gift | | Last gift accepted campaign (CorporateGift) | `cg_last_gift_accepted_campaign` | The campaign of the e-gift they redeemed | Use them anywhere HubSpot uses contact properties: - **Lists and reports** - e.g. contacts who received a gift in the last 90 days, or who were sent a gift but never redeemed it. - **Workflow enrollment and branches** - e.g. "Last gift accepted (CorporateGift) is known" to trigger a follow-up task, or "Last gift sent (CorporateGift) is less than 30 days ago" to avoid gifting the same contact twice. - **Record views** - add the CorporateGift group to the contact's left sidebar to see gifting at a glance. The properties are created when the portal is connected. If you don't see them under **Settings → Properties → Contact properties** (search "CorporateGift"), reconnect the app as described above. --- ### Automating gifts with workflows (admins)   In any workflow, add the **Create E-Gift** or **Create Physical Gift** action from the Corporategift.com app: 1. Map the recipient fields to contact properties (first name, last name, email - plus phone and address for physical gifts). 2. Pick the campaign/product and budget from the dropdowns. 3. **Email subject** and **Greeting message** are optional for campaign gifts: leave them empty to use the campaign's own text, or fill them to override it for every contact enrolled in this workflow. 4. All fields marked required must be filled or the gift is not sent. Note: workflow sends run under the CorporateGift account that connected the portal (automation has no acting user), so they draw on that account's catalog and budgets. Workflow sends appear in the Gift History card and on the contact timeline like any other gift. --- Troubleshooting | | | | | --- | --- | --- | | You see It means Fix "Your HubSpot user (…) is not a registered user of the connected CorporateGift account" Your HubSpot login email isn't a user on the CG account Ask your CG account admin to add you with that email "This contact has no email address on record" The card needs the contact's email Add an email to the contact "No gifts available" (physical) Nothing you have access to resolves to a single shippable product Check your assigned products/inventory, or use an e-gift Budget missing from the list Budgets are per-user Ask your admin to assign you the budget "This gift is still being processed…" Your previous send is still completing Refresh the gift history; don't worry - no duplicate was created No "Gift sent" / "Gift redeemed" activities, or the CorporateGift properties are missing \[NEW\] The portal was connected before these features existed, so the app lacks the permissions for them Reconnect the app from CorporateGift → My Integrations (see "Reconnect once" above) Corporategift.com is missing from the activity filter \[NEW\] No gift has been sent since the app was updated Send a gift; the filter entry appears with the first activity Workflow action shows "Campaign/Budget options could not load" \[NEW\] The workflow uses an outdated copy of the action Remove the action and add Create E-Gift / Create Physical Gift again from the Corporategift.com app | | | Questions? 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