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HubSpot-Overview

Learn more about Xoxoday Plum and Hubspot integration

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Overview

The HubSpot <> Xoxoday Plum integration enables you to automate the way you send rewards, incentives, and branded gifts to your customers, prospects, and partners directly from HubSpot. Whether you want to reward a single contact when they convert, or send rewards at scale after an event, the integration makes the process seamless, branded, and trackable.

Typical use cases include:

  • Sending welcome kits to new customers during onboarding.

  • Rewarding attendees of webinars and events.

  • Driving survey completions with incentives.

  • Encouraging referrals and advocacy programs.

  • Nudging trial users to upgrade to paid plans.

  • Re-engaging dormant leads or inactive users.

  • Recognizing partners, affiliates, and advocates.

Key Features

  • Seamless HubSpot integration: Trigger rewards directly from workflows, contact lists, or emails.

  • White-labeled experience: Customize reward emails and landing pages with your branding.

  • Flexible catalogues: Choose from Xoxoday’s global catalogue or curate your own campaigns with selected items.

  • Vast reward catalogue & automated fulfillment: Choose from thousands of options including global gift cards and merchandise. Whether you curate branded swags or send digital gift cards, Plum handles delivery, redemption, and order tracking end-to-end.

  • Multiple automation options: Choose the flow that fits your use case — Workflow-based, Email-based, 1-Many Reward Links, or 1-1 Widget.

  • Reporting & analytics: Track rewards sent, claimed, and delivered directly within HubSpot and Plum.

How to integrate HubSpot with Xoxoday?

Discover how to integrate Xoxoday Plum with HubSpot to automate and personalize reward campaigns. This video walks you through connecting both platforms, mapping contact data, and triggering rewards directly from your HubSpot workflows.

Ways to Send Rewards via HubSpot

  • Workflow-Based Reward Automation

What it is: Automate rewards triggered by HubSpot workflows (e.g., when a contact’s lifecycle stage changes to Customer).

Best for: Targeted, event-driven rewarding.

Use cases:

  • Welcome gift when a lead converts into a paying customer.

  • Send a thank-you gift when a deal is marked Closed Won.

  • Celebrate customer milestones (renewals, anniversaries, or usage achievements).

How it works: HubSpot workflow → triggers Plum automation → Plum sends reward email → contact redeems via landing page → fulfillment handled automatically.

👉 See detailed setup guide: Workflow-Based Reward Automation.

  • Email-Based Reward Automation

What it is: Send rewards to an entire HubSpot contact list in bulk.

Best for: Rewarding segmented groups of contacts without building a new workflow.

Use cases:

  • Reward all contacts who completed a survey in the last month.

  • Send incentives to webinar attendees pulled into a HubSpot static list.

  • Deliver a gift to a segment like “Top 100 engaged customers.”

How it works: Plum enriches the HubSpot list with unique reward links → you design an email in HubSpot → insert Plum token → each recipient gets their own secure reward link.

👉 See detailed setup guide: Email-Based Reward Automation.

  • 1-Many Reward Link

What it is: Generate one reusable reward claim link and embed it into HubSpot emails.

Best for: Mass campaigns where the same CTA goes to many recipients.

Use cases:

  • Add a reward CTA in an NPS survey follow-up email.

  • Incentivize signups by including a reward link in a marketing newsletter.

  • Reward all webinar registrants at once with a single campaign.

How it works: Plum creates a 1-Many URL → you add it to a HubSpot marketing email (as a CTA) → when contacts click, Plum validates their identity and allows them to redeem.

👉 See detailed setup guide: 1-Many Reward Link Automation.

  • 1-1 Rewards via Widget

What it is: Send a reward manually to a single contact directly from their HubSpot profile.

Best for: High-touch, personal gestures.

Use cases:

  • Send a thank-you to a VIP client after a meeting.

  • Appreciate a partner for closing a big referral deal.

  • Resolve a support issue with a goodwill gift to the affected customer.

How it works: From the HubSpot contact profile → open the Xoxoday Plum widget → select a campaign → send reward instantly.

👉 See detailed setup guide: Send 1-1 Reward via Widget.

Reporting & Tracking

  • In HubSpot: Use reward-specific properties to track which contacts have received or claimed rewards. Add these to your HubSpot dashboards for reporting.

  • In Plum: Use the automation dashboard to track triggered rewards, redemptions, and order status.

This dual visibility ensures your marketing, sales, and customer success teams can measure ROI and manage budgets effectively.

Getting Started

  • Connect your HubSpot account with Plum from the Integrations section in Plum.

  • Choose the automation type that fits your use case.

  • Create and customize campaigns with your chosen rewards and branding.

  • Test with a sample contact or list before rolling out.

👉 Next: Explore the detailed setup guides for each automation type to configure your first campaign.

Reach out to us at [email protected] for any questions or feedback.


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