The Fluz Gift Cards app for HubSpot lets you send a gift card to any contact straight from their HubSpot record. The contact gets the card by email, and the send is logged on their timeline. The app is currently in beta.
Before you start
HubSpot on the web. The app appears on Contact records in HubSpot's web app.
A Fluz account with an active spend account. Gift cards are paid from your own Fluz account, so it needs enough balance to cover each send.
A contact with an email address. The gift card is delivered by email.
Set it up
Install the Fluz Gift Cards app in HubSpot using this install link. HubSpot asks you to allow the app to read and update contacts, so it can send to them and log each send.
Open the app's Settings page in HubSpot and click Connect your Fluz account, log in to Fluz, and choose which Fluz balance pays for the gift cards you send. You can also connect the first time you use the card on a contact.
Optional: on the same Settings page, use the Timeline logging toggle to choose whether sends are logged on the contact's timeline.
Send a gift card
Open a contact and find the Send a Fluz gift card card in the right sidebar.
Choose Mastercard Gift Card or Brand Gift Card.
Pick an amount and add a personal message if you like.
Click send.
The card is paid for from the Fluz balance you chose when you connected. Your contact gets an email with the gift card code, plus a barcode or QR code when the brand supports one. A Note recording the send is added to the contact's timeline.
Mastercard Gift Cards must be a whole-dollar amount of $5 or more.
If something goes wrong
"This contact has no email address." Add an email address to the contact, then send again.
"Mastercard cards must be a whole dollar amount." Use a whole-dollar amount of $5 or more.
"Your Fluz account isn't connected." Reconnect from the app's Settings page.
"No active Fluz spend account…" Activate or add funds to a spend account in Fluz, then try again.
"Couldn't load brands from Fluz." Try again in a few minutes. If it keeps happening, contact us.
"This send is already being processed." Don't send again. Wait a few minutes, then check the contact's timeline for the Note.
The connect link has expired. Start connecting again from HubSpot.
The card was bought but your contact didn't get the email. Don't send again, since that buys a second card.
"Backend unreachable" on the Settings page. The app can't reach Fluz right now. Contact us.
Still have questions? Reach out to our Customer Experience team.
Fluz is a financial technology company, not a bank. Banking services provided by partner banks, members FDIC.