HubSpot Campaign Setup

This guide assumes you have already communicated with Brilliant to enable a HubSpot integration for your account.

How it Works

The HubSpot integration is intended to automate the process of gifting to Contacts from a List in your HubSpot account (which can be added as an Asset to a Marketing Campaign). The integration will check in timed intervals if there has been any new Contacts added to the List you provide, and if so will add the new Contacts to a Brilliant Preferred Gift Campaign. Once they are added to the Preferred Gift Campaign, they will be sent a gift redemption link that they can use to input gift preference and address information.

Connect Brilliant

Once Brilliant has enabled the HubSpot integration for your account, you can connect HubSpot to Brilliant by following the steps below:

1. Login to Brilliant using your email address and password.
2. On the lefthand side of the page, navigate to the Automations page of the store you wish to connect the automation to via Storefront -> Your Store to Connect -> Automations.
3. Find the HubSpot integration and click Connect. From here, you will be brought to a new tab where you can configure and provide authentication for the integration.
4. You will be asked for your account information for both Brilliant and HubSpot.
   1. For Brilliant, the account will be added for you, so you can skip to adding your HubSpot account information.
   2. For HubSpot, you can provide your account information via an OAuth connection. The OAuth connection screen will prompt you for which HubSpot account you would like to use. After adding your HubSpot account, click Next.
5. You will then be asked for some configuration values for the integration:
   1. Preferred Gift: This is the Brilliant Preferred Gift Campaign you want to add HubSpot Contacts to.
   2. HubSpot List ID: This is the ID of the HubSpot List you wish to automate gifting from.
      1. To get the ID: Navigate to the Lists page in HubSpot, hover over the name of the List you are using for the integration, click Details, then find and copy the ILS List ID at the bottom of the panel.
6. Click Finish. Your integration setup is now complete!