--- 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: each gift you've sent to that contact 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. --- 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. ![Screenshot 2026-08-12 at 12.56.50](https://help.corporategift.com/hs-fs/hubfs/Screenshot%202026-08-12%20at%2012.56.50.png?width=508&height=267&name=Screenshot%202026-08-12%20at%2012.56.50.png)        3. On the HubSpot panel, click **Connect to HubSpot**. ![Screenshot 2026-08-12 at 12.57.17](https://help.corporategift.com/hs-fs/hubfs/Screenshot%202026-08-12%20at%2012.57.17.png?width=505&height=282&name=Screenshot%202026-08-12%20at%2012.57.17.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. ### ![Screenshot 2026-08-12 at 12.52.12](https://help.corporategift.com/hs-fs/hubfs/Screenshot%202026-08-12%20at%2012.52.12.png?width=520&height=430&name=Screenshot%202026-08-12%20at%2012.52.12.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 **you** have sent to this contact, 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. 1. **Gift** — pick a campaign or product; you'll see its image and price after selecting, and prices in the list. 2. **Budget** — your available budgets, with balances. 3. **Recipient first/last name** — prefilled from the contact; edit if missing. 4. **Email subject** and **greeting message**. 5. **Send.** You'll get a confirmation with the order number, and the gift appears in the history immediately with status *Sent*. ### 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. --- Automating gifts with workflows (admins) In any workflow, add the **Create E-Gift** or **Create Physical Gift** action: - Map the recipient fields to contact properties (first name, last name, email — plus phone and address for physical gifts). - Pick the campaign/product and budget from the dropdowns. - 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. --- 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 | Questions? 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