CG Elite offers a simple integration with HubSpot to enable you to send eGifts directly from HubSpot without the need to log in to your CG Elite account.
CG Elite offers a simple integration with HubSpot to enable you to send eGifts directly from HubSpot without the need to log in to your CG Elite account.
Before setting up the connection, please make sure your account success manager has enabled this solution for you, and set you up with products you want to send through HubSpot.
To start the integration, you must first be logged in to both your account on corporategift.com / CG Elite and your Hubspot account in the same browser.
Once logged in to your CG Elite account, go this url: https://account.corporategift.com/integrations
You will see the following page. Click "Install now":
After clicking Install Now, you will see from the Settings page Connect to HubSpot.
Clicking Connect to HubSpot will take you to your HubSpot account. You will then need to select which HubSpot account you wish to connect. Select the one you want to use for sending eGifts:
After choosing the account, you will be taken to a page where you need to confirm you want to share information with CorprateGift.com. Scroll down and click "Connect App" :
After connecting you will be redirected back to CG Elite and you should see the app ID in your account. This mean you are all done and ready to send eGifts from HubSpot!
In HubSpot, when you click on a contact, you will see a new section called "Gift History" which you can use for sending eGifts:
When you click the Send E-Gift button, you will see a popup with your available products:
Click "Send" on the desired gift and fill the required info:
After adding the required info, click Send. You will see a success confirmation message on the top:
When you go to the gift history when viewing a contact, you will be able to see the gift sent and status of it, in the gift history box:
Happy gifting!