Connected
Logged
Confirmed gifts log as HubSpot tasks
Contact and company records stay linked
What HubSpot records
RevSend finds HubSpot contacts, connects recipients with one click, and logs confirmed gifts to the right records.
01
Find the right HubSpot contact
Search by name or email from RevSend, then connect the recipient to the correct HubSpot record with one click.
02
Log each confirmed send
When an order is confirmed, RevSend automatically creates a HubSpot Task so the activity is visible in the CRM.
03
Keep records linked
Recipients connect to Contacts and Companies. Gifts are logged as Tasks, so each send appears in the right account history.
Workflow examples
Use HubSpot to flag the right moment. RevSend gives the owner an approved campaign and logs the confirmed gift to HubSpot.
Referral
Reward a qualified referral
When a referral qualifies, HubSpot alerts the owner. The owner sends a RevSend campaign, and the confirmed gift is logged on the advocate’s record.
Closed won
Start the relationship thoughtfully
When a deal closes, HubSpot alerts the account owner. The owner sends an onboarding gift, and sales and customer success can see it in HubSpot.
Renewal
Recognize a customer milestone
When an account reaches a renewal or anniversary date, HubSpot alerts the owner. The owner can send a physical gift, digital gift, handwritten note, or branded item.
Event
Follow up while the moment is fresh
When a contact joins an attendee or high intent list, HubSpot alerts the owner. The owner can send a thank you gift or follow up campaign.
Important
HubSpot’s marketplace listing confirms contact lookup, contact and company connections, and task logging. Automatic sending depends on your HubSpot plan and RevSend setup.
Setup guide
Start with one campaign and one clear trigger. Test it, then add more teams and use cases.
01
Connect the apps
Open the integrations area in RevSend, select HubSpot, and authorize the connection with the right CRM permissions.
02
Check contacts, companies, and tasks
Confirm that contacts, companies, and tasks appear where your team expects them.
03
Create one approved campaign
Choose the gift, value, message, and sender. You can give recipients several gift options in one campaign.
04
Pick a trigger moment
Start with a clear HubSpot signal, such as a qualified referral, closed won deal, renewal date, event attendance, or customer milestone.
05
Build the HubSpot workflow
Use HubSpot lists, properties, tasks, and notifications to tell the right owner when to send.
06
Run an internal test
Use a test contact, confirm the send, and check that the HubSpot Task and associated records appear correctly.
07
Review and expand
Check gift activity and redemptions. Once the process works, add more teams and use cases.
Gift options
Offer several gift choices in one campaign. Add your branding, track shipments, send digital gifts internationally, and let recipients provide their address during redemption.
01
Digital gifts
Send digital gifts quickly, including to recipients outside the United States.
02
Physical gifts
Choose a physical gift and track it through delivery.
03
Branded swag
Send branded items that match your company.
04
Handwritten notes
Send a personal note for milestones, thank yous, and important relationships.
FAQ
RevSend makes gifts easy to send and easy to track in HubSpot.
Can RevSend send gifts directly from HubSpot workflows?
What RevSend data is shared with HubSpot?
Can recipients choose their own gift?
Can I send without collecting an address first?
Does RevSend support physical and digital gifts?
Does the integration work with HubSpot Free?
Ready when you are
We’ll help you choose the trigger, gift, and follow up so your team can start sending.