Connect HubSpot and confirm the GrowSurf contact properties

Connect HubSpot in GrowSurf before participants start flowing. After the connection is saved, open HubSpot contact properties and confirm the GrowSurf property group exists.

Decide which referral fields belong in your emails

For most referral emails, start with:

• GrowSurf Share URL for the participant's unique referral link.
• GrowSurf Total Referral Count to show progress and tailor the CTA for first-time sharers versus proven advocates.
• GrowSurf Next Milestone when you want the email to reinforce the next reward.
• GrowSurf Referral Status when the message depends on whether a referral is pending, awarded, or expired.

Use the same fields in HubSpot workflows

Create contact-based workflows that branch on the GrowSurf properties. A common setup is a welcome sequence for new participants, a reminder for contacts whose referral count is still zero, and a reward or advocacy sequence for contacts whose referral status has moved forward.

Personalize the email body with the synced fields

If you use HubSpot's custom HTML email editor, GrowSurf's tutorial examples give you a faster starting point for the layout and CTA copy. If you use HubSpot's standard editor, add the synced properties as personalization tokens in the places where the reader needs their share link or referral progress.

Preview the email with a real synced contact

Before you send anything live, preview or test the email against a contact who already exists in GrowSurf and HubSpot. This confirms that the personalization token resolves, the fallback content makes sense, and the workflow is enrolling the right people.