HubSpot becomes the source of your wallet passes: PocketPass imports your contacts, creates a pass for each one, and writes the install link and state back onto their HubSpot contact record.
What HubSpot plan do I need?
Any HubSpot plan works, including Free. The install → sync → writeback loop uses the Contacts, Properties, and Lists APIs, all of which are available on the Free tier and up.
Two practical notes on tiers:
- API call limits are shared across every app on your HubSpot account. Free/Starter accounts get 250,000 API calls per day, Professional 625,000, Enterprise 1,000,000. Fine for typical customer bases; if you're syncing more than ~50,000 contacts we recommend Professional for headroom.
- Wallet pushes from a HubSpot workflow need at least a Professional-tier hub. HubSpot's workflow tool itself is gated on any-hub Professional (Marketing, Sales, Service, or Ops). See "Trigger a wallet push from a workflow" below.
Connect
Open the Integrations hub, find the HubSpot card, and choose Connect. Authorise in HubSpot, then you're returned to PocketPass.
An account connects one CRM at a time. If another CRM is already connected, disconnect it first.
The contact properties PocketPass creates
PocketPass auto-creates five custom properties on the HubSpot Contact schema, filed under a PocketPass group so they're easy to find:
| Property | What it holds |
|---|---|
pocketpass_id | The PocketPass ID |
pocketpass_install_url | The personal install link |
pocketpass_apple_wallet_url | Apple Wallet link |
pocketpass_google_wallet_url | Google Wallet link |
pocketpass_is_installed | Installed - true or false (checkbox) |
Drop these into a HubSpot email as {{ contact.pocketpass_install_url }} to give each contact a button to their own pass - see the Add install buttons to your emails section on the manage page.
Use pocketpass_install_url as the button link in your welcome email. It's the personal install link, so the pass is created the moment that contact clicks - nobody gets a pass they never asked for.
Lists for targeting
PocketPass imports your HubSpot contact lists so you can target notifications and write template rules. Both list types show up:
- Static (manual) lists — contacts you add/remove by hand.
- Active (dynamic) lists — HubSpot's rules-based lists; the closest thing to a saved segment.
See Lists, tags and segments for how to use them.
Pull your contacts in
Use Refresh customers & lists on the HubSpot manage page to import your contacts into the Customers directory. Run it after connecting and any time you want to pick up new contacts. Between clicks, PocketPass also polls HubSpot every 10 minutes and reacts to contact webhooks in near real time.
Timeline events
PocketPass writes two events onto the contact's HubSpot timeline as passes come and go:
pocketpass_installedpocketpass_removed
These render as timeline entries on the contact record, so a sales rep opening the contact sees when their pass was added or removed.
Trigger a wallet push from a workflow
If you have any HubSpot Hub on Professional or Enterprise, you can send a wallet push from a workflow.
Easiest path (recommended): PocketPass installs a Send PocketPass push custom workflow action into your portal. Drop it into a contact-based workflow, fill in the message, and PocketPass fires the push to the contact's pass. Works on Marketing / Sales / Service / Ops Hub Professional.
Alternative if the custom action isn't showing up yet: use HubSpot's built-in Send a webhook action, POST to https://getpocketpass.com/api/v1/passes/{{contact.pocketpass_id}}/notification with {"message": "your message"} in the body and your PocketPass API key as the Authorization header. This one requires Operations Hub Professional specifically — the Send a webhook action is gated to that Hub.