You can easily add a link to your company’s Hubspot instance that will allow one-click access from a Contact card to send a gift to this user. We'll pull the relevant information from the contact card, such as name and email address, so you won't have to fill in any of this information when sending your gift.

We’ll create your custom gifting button by using Hubspot’s “Custom fields” capability to define an additional data field for each of your contacts, which we can make visible in your views and can populate via the Hubspot API with the dynamic link needed to transmit information from within Hubspot over to your &Open gifting platform.

First, we need to set up our custom field. Access the Settings area of your Hubspot by clicking on the gear icon in the top navigation bar.

In the Setting sidebar, under Data Management, access Properties.

Here we're going to create a new property, which we will name “Send an &Open gift”. This will be referred to internally in Hubspot’s API as send_an__open_gift. This name is important to match exactly so please enter it as above.

Leave the object type as “Contact” and place it in the group “Contact Information”, and then give it a descriptive name.

Then you just need to set “Field Type” to “Single-line text” and press Create to finish this step.

Now we’re going to make this property visible on your contact screen so that it is clickable by your users to navigate over to your &Open gifting platform.

Again under “Data Management” go to Objects -> Contacts and open this page. Now we’re going to edit the fields that appear when viewing a single contact in the CRM views. Open the “Record Customization” tab, and then click on “Default view” or whichever view you primarily use, if you have already customised some.

Next, we suggest you add a new Card to the left sidebar, and then we’ll add our custom field into it. Create a card called “Gifting”, or whichever name your prefer, and then add the “Send an &Open gift” property into it.

Save that, and then choose where you’d like to position the card within the side bar on the left of the screen for easy access:

We’ll now have an empty field defined for all of our contacts, which the &Open platform can now populate dynamically with the appropriate values for each of your contacts so that the links become active.

Once the synchronisation runs for the first time, your links will all take the form

As you can see, three key pieces of information are collected from the Contact card and carried over when the link is used, namely the person's email, first name and last name. The &Open platform will make use of any and all of this information to save you needing to re-enter it, but if anything is missing, it will allow you to fill this in on the next screen.

We’ll continue to synchronise in the background, so any new contacts will be set up with their custom gifting link as soon as they’re added to Hubspot.

You’re now ready to start gifting directly from the Contacts screens. When you visit an individual Contact screen in Hubspot, Hubspot will recognise it as an external link and will add a clickable icon to it — simply click this link to be brought straight into the gifting flow with all of the relevant details pre-filled.