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Plum - Hubspot Integration

P

Product Marketer@Xoxoday

Updated: Apr 25, 2025

Description

Click through a step-by-step, interactive demo walkthrough of Xoxoday, powered by Supademo.

Steps

1
Go to "Integrations" to get started.
2
Search for Hubspot.
3
Next, click on "Connect".
4
Click on "Continue with this account".
5
You'll be required to login to your plum account again.
6
Here you can choose what hubspot account to add to Plum.
7
Then, click on "Choose Account".
8
Here are all the permissions plum requires to integrate.
9
Click on "Connect app".
10
Hubspot is integrated successfully.
11
After, click on "Create New Automation".
12
Select automation type here.
13
Let's start workflow based automation.
14
Give a name to the automation.
15
Click on "Save and Proceed".
16
Customise reward settings here. Click to expand each tab.
17
Firstly, select a campaign.
18
Set expiry here.
19
Select approval type here.
20
Set a duration for your automation.
21
Set start and end date.
22
Set maximum count here.
23
Allow multiple rewards here.
24
To conclude, click on "Save and launch".
25
Now, select email-based reward automation and give it a name.
26
Select the contact list here.
27
Click on "Save and Proceed".
28
Select a campaign and set expiry here.
29
Once done, click on "Save and Launch".
30
Lastly, let's explore one-to-many reward link automation. Select it.
31
Read the details and click on "I understand".
32
Click on "Continue".
33
Again, give this automation a name.
34
Click on "Save and Proceed".
35
Set your reward setting like before.
36
After, click on "Save and Launch".
Plum - Hubspot Integration