Skip to main content

Hubspot Integration

Swym's integration with Hubspot

Updated over 2 months ago

This integration captures customer activity from Swym apps and logs it in your HubSpot CRM. It enables personalized engagement through direct outreach or automated email campaigns based on wishlist actions, back-in-stock signups, and more.

Scope of Integration

  • Track user actions (e.g., Add to Wishlist) in the HubSpot activity feed.

  • Create new contacts in HubSpot for users engaging with Swym apps.

  • Allow users to opt into your HubSpot marketing lists.

  • Send automated emails (wishlist reminders, alerts) via HubSpot's Transactional Email add-on.

Requirements

  • Wishlist Plus and/or Back in Stock Alerts app installed.

  • Swym Starter plan or higher.

  • The HubSpot Transactional Email add-on is required to send emails via HubSpot.

Configuration Steps

  1. In the Swym Dashboard, navigate to the Integrations section and enable the HubSpot CRM integration.

  2. Authenticate your HubSpot account by granting permissions for Swym to read and write data.

  3. (Optional) Enable Marketing List Opt-in:

    • Select the feature "Allow users the option to add themselves to your marketing list".

    • Choose the specific HubSpot list-id where new subscribers should be added.

  4. (Optional) Send Emails via HubSpot:

    • Ensure you have the Transactional Email add-on.

    • Select the triggers you want to enable (e.g., Wishlist Reminder, Price Drop).

    • Create corresponding email templates for these triggers in your HubSpot account.

    • Update the Swym integration settings with the appropriate template-id for each trigger.

  5. Configure CRM Event Tracking:

    • Choose which events to add to the user's timeline in HubSpot (e.g., adds an item to wishlist, signs up for restock alert).

  6. Click Save to apply your configuration. The Swym support team will validate the settings and finalize the integration if needed.

Frequently Asked Questions (FAQ)

  • Supported Apps: Wishlist Plus and Swym Back in Stock Alerts.

  • Supported Plan: Starter plan or higher.

  • Product Data Sync: The integration does not sync your entire product catalogue to HubSpot. It sends product-specific metadata with each event.

Did this answer your question?