Find the right people
Search your HubSpot contacts by name, email or company. Pick one person or send the same gift to a small group, with a separate link for each recipient.
HubSpot gifting integration
Your next customer moment deserves a personal thank-you.
Connect HubSpot to Printonic for Teams. Find a contact, choose a personalized gift and send a private link for their address. Keep the gift and its progress alongside the customer relationship.
Browse first. Connect HubSpot when you’re ready.
01 / For sales and marketing
Make follow-through repeatable
Build rules for new contacts or deals, lifecycle stages, lead status and deal stages. Choose the moment and the message your team wants to make personal.
Keep the relationship in view
HubSpot notes record the gift invitation, address confirmation, shipment and delivery, with a link back to the Printonic order.
02 / From a connection to a gift
How HubSpot gifting works.
- 01
Connect your HubSpot account
A team owner or approver opens Sales gifting in Printonic, connects HubSpot and approves access. The connection is shared with the team.
- 02
Choose a person or a milestone
Search for a contact to send a gift now, or create a rule for the customer moment you want to recognize. Deal rules need access to your deals.
- 03
Set the gift, message and limits
Pick the products, add a printed card and decide who approves. Set monthly budgets for colleagues or separate spending caps for an automated rule.
- 04
Let the recipient finish the details
After payment or approval, the recipient gets a private link to enter their address and select any product options you left open. Follow progress in Printonic and HubSpot.
03 / A little preparation
What you need to connect.
You can explore the gifts now. When you’re ready to connect HubSpot, have these details ready.
Read the sales gifting guide- A Printonic team account and a team owner or approver to connect it.
- Permission to approve access in the HubSpot account you want to use.
- A contact email address. Deal rules use the first associated contact; access to deals is required for those rules.
CRM rules check for changes every 15 minutes. You can also check manually. Gift activity is written back within the hour.
Already have a team account? Open Sales gifting.
A few useful answers.
Do I need HubSpot to send a gift?
No. Browse the gift catalog first and start with a name and email address. Connect HubSpot when you want to search CRM contacts, use milestone rules or record gift activity on a contact.
Can I send a gift when a deal closes?
Yes. Create a HubSpot deal-stage rule and select the stage that represents a closed deal in your account. Printonic checks for new changes every 15 minutes and uses the deal’s first associated contact. Set your gift, spending caps and approval mode before enabling the rule.
Does the recipient need to give me their home address?
They can enter a shipping address through their private gift link. They can also choose any size or other product option you leave open, without seeing your gift price.
Start with the gift.
Connect when you’re ready.
Browse gifts, see what’s included and find the right fit for your people. You can start without connecting a CRM or HR system.
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