HubSpot Integration

The thanks.io integration for HubSpot lets you send postcards, letters, notecards, and gift cards directly from any contact or company record in your HubSpot CRM.

Getting started

Click here to install the thanks.io app for HubSpot.

Once installed, follow the steps below to add the send wizard to your contact view and start sending mail.

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Add thanks.io to your HubSpot Contact view

These steps only need to be completed once by an account admin.

1. Navigate to one of your contacts in HubSpot (CRM > Contacts).

2. On the contact's middle tab, click Customize record.

3. Click the view you want to edit - in most cases, this is the Default View.

4. Click Add Cards on the middle column.

5. Under the Apps section, select thanks.io Step-by-Step send wizard.

6. Click X to close the right panel. You can reorder the cards if needed. Click Save in the upper right.

7. The thanks.io Step-by-Step send wizard will now appear in the middle column Overview section of the contact page.

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Send direct mail from a contact

1. Open a contact or company record in HubSpot.

2. On the contact's column tab, click Overview.

3. Scroll down to the thanks.io Step-by-Step send wizard. If you don't see it, an admin will need to complete the setup steps above.

4. Select the Mail Type you want to send.

5. Select the Image Template - this is the front of the mailer for postcards, notecards, and gift cards, or the background image for cover letters. If you have no image templates, you can add them at dashboard.thanks.io/image_templates.

6. Add a message for the mailer. For postcards, this is the back of the postcard. For notecards and gift cards, this is the inside of the mailer. For letters, this is the cover letter. You can select a message template or enter a custom message. Note: gift cards require a message template. New message templates can be added at dashboard.thanks.io/message_templates.

7. Review the creative preview for your mailer. If everything looks correct, click Send.