Guest marketing integration
HubSpot CRM
Connect consent-aware guest contacts and optional visit notes with HubSpot CRM.
- Category
- Guest marketing
- Best for
- Guest relationship management
- Setup
- Guided by Trellis
How it helps
Less switching.
Fewer handoffs.
- Keep guest contacts aligned
Create or update HubSpot contacts with the guest details and restaurant context your team chooses.
- Carry useful guest context
Map names, phone numbers, addresses, tags, status, and approved custom fields without guessing.
- Add optional visit notes
Attach a paid or closed restaurant visit as a CRM note when the workflow calls for it.
- Treat privacy changes seriously
Verify signed contact events, including deletion and privacy-deletion updates.
How it fits
One connected
workflow.
A HubSpot administrator approves contact access for the intended portal.
Trellis finds guests by email or an approved unique field before creating or updating a contact.
Signed HubSpot contact and privacy updates return to the connected workflow.
Getting started
A clear path
to launch.
- Choose the HubSpot portal
An administrator authorizes the portal and approves contact read and write access.
- Choose the guest fields
Confirm standard fields and create any optional restaurant-specific contact properties in HubSpot.
- Set the matching rule
Use normalized email or an approved unique property to avoid duplicate contacts.
- Review a contact and visit
Validate one contact update, one optional visit note, and one privacy change before expanding.