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Documentation Index

Fetch the complete documentation index at: https://help.smile.io/llms.txt

Use this file to discover all available pages before exploring further.

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Install the HubSpot integration

To install and configure the Smile and HubSpot integration:
  1. In Smile Admin, install the HubSpot integration.
  2. Follow the instructions to connect the integration to your HubSpot account.
  3. Once connected, on the HubSpot integration settings page, click Sync customer data.
Note: The first data sync can take anywhere from a few minutes to a couple of hours, and only needs to happen once. The exact duration will depend on the number of customers in your Smile account.

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Data syncing

Here’s what to expect with how data is synced from Smile to HubSpot:
  • Customers in Smile are matched to HubSpot contacts by email address.
  • If a customer already exists in HubSpot with the same email address, their data will be updated with the latest information from Smile.
  • If a customer does not exist in HubSpot with the same email address, a new contact will be created with the information from Smile.

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Contact properties

Once installed and connected, Smile will create a new Smile.io Customer Info property group, and for each customer, sync the following properties.
Property nameData typeDescription
Smile Points BalanceNumberThe customer’s current points balance.
Smile Referral URLStringThe customer’s unique referral URL. Used to share with friends as part of the referral program.
Smile VIP Tier IDNumberThe ID of the customer’s current VIP tier.
Smile VIP Tier NameStringThe name of the customer’s current VIP tier.
Smile StateStringThe customer’s state (member, candidate, or disabled).
You can use these properties in your HubSpot workflows to segment your audience for targetted email sending.