General overview
A guide for business teams exploring how to connect &Open to their existing tools
&Open makes it easy to send thoughtful gifts to your customers, employees, and partners anywhere in the world. And when you connect &Open to the tools your team already uses — your CRM, your HR system, or your own product — gifting becomes something that just happens, automatically, at exactly the right moment.
This guide explains what each integration makes possible, who needs to be involved to get it live, and how to decide which path is right for your team. There's no technical knowledge required to read it — it's written for the people who will decide, champion, and benefit from these integrations.
Your integration options at a glance
&Open connects to four types of tools. Each is designed for a specific team and workflow.
Integration | Best for |
Salesforce | Sales and Customer Success teams who manage contacts and deals in Salesforce |
HubSpot | Marketing and growth teams who run outbound campaigns and track engagement in HubSpot |
HR systems | People and HR teams who want to automate employee gifting based on data from their HR platform |
Direct API | Engineering teams who want to build gifting directly into a product or custom internal system |
Salesforce
Connect your gifting campaigns to Salesforce and gift invitations are triggered automatically based on your Salesforce data. Gift data flows back into Salesforce automatically, so you always know what was sent, redeemed, or delivered.
What it makes possible
Send a gift invitation when a contact is added to a Salesforce Campaign
Automatically gift everyone added to a Salesforce Campaign
Track gift status — sent, redeemed, delivered — back on the contact record in Salesforce
Use Salesforce's reporting tools to measure the impact of your gifting campaigns
Use the &Open platform to send one-to-one gift invitations, with all activity synced back to Salesforce
How it works in practice
Once the integration is live, your team works entirely in Salesforce. They add a contact to a Campaign, and &Open handles the rest — sending the gift invitation, tracking delivery, and writing the outcome back to the CRM. No spreadsheets, no manual steps, no switching between tools.
Example: your sales team moves an opportunity to "Contract sent." Salesforce automatically adds the contact to a gifting campaign, and &Open sends them a curated gift invitation. When the gift is redeemed, Salesforce records it on the contact — giving your team a natural prompt to follow up.
Who needs to be involved
A Salesforce admin — to configure the sync and set up any Flows or automation
Your &Open Customer Success Manager — who will enable the integration on your account and guide the setup
Optionally, someone to add custom fields to your Contact and Lead records so gifting data is captured exactly where you need it
Most teams are up and running within a few days once the right people are in the room.
HubSpot
Connect &Open to HubSpot and gifting becomes another action you can trigger from any workflow. Gift invitations go out automatically based on the rules you set — and everything that happens is visible on the contact timeline, keeping your whole team aligned.
What it makes possible
Trigger a gift invitation when a deal reaches a particular stage
Trigger a gift invitation from a HubSpot workflow based on any contact criteria
Send a follow-up gift invitation after a demo or meeting
View gift activity — sent, redeemed, delivered — on the HubSpot contact record
Measure gift campaign performance alongside your other marketing and sales metrics
How it works in practice
Your team builds HubSpot workflows the same way they always do — but now they can add a webhook action that triggers an &Open gift invitation. Once the workflow is active, gift invitations go out automatically as contacts meet the trigger you've defined. Activity shows up on the contact timeline so your team always knows what was sent and when.
Example: a prospect books a demo through your HubSpot form. A workflow automatically enrolls them in an &Open gifting campaign, sending a gift invitation ahead of the call. When the gift is redeemed, HubSpot logs it on the contact — giving your rep a great conversation starter.
Who needs to be involved
A HubSpot admin — to connect the API and configure workflows
Your &Open Account Manager — who will enable the integration and help you identify which campaigns to connect
HR systems
Connect &Open to your HR platform and your employee data stays in sync automatically. You can filter and target your workforce by team, location, manager, start date, and more — making it easy to run timely, relevant gifting campaigns for the moments that matter to your people.
What it makes possible
Automatically send a gift invitation to new employees when they join
Recognize work anniversaries or milestones without building a spreadsheet
Gift a specific team, region, or cohort of employees in just a few clicks
Keep your employee list current automatically — no more manual imports or CSV uploads
Filter and search your workforce by any data your HR system holds, like department, manager, or location
Supported systems
&Open connects to over 60 HR systems, including Workday, Personio, BambooHR, Hibob, Sage HR, ADP, Gusto, Oracle, SAP SuccessFactors, UKG Pro, and many more. If yours isn't listed, reach out and we'll help you get connected.
How it works in practice
Connecting your HR system takes a few clicks and a short approval process. Once it's live, your employee data syncs automatically. You can go into any campaign, filter your employees by the criteria that matter to you, and send gift invitations — no spreadsheet required.
A note on data and privacy: &Open only accesses the information it needs to send gifts — things like name, email address, team, and start date. Sensitive fields such as salary, identification numbers, and performance data are not accessed by &Open. You can review exactly which fields are shared before completing the connection.
Who needs to be involved
An HR admin with API access or admin rights in your HR system
Someone with permission to approve the &Open connection from within your HR platform (similar to approving any other integration, like a Slack or Google connection)
Your &Open Account Manager — who will guide you through the connection process
Direct API
The &Open API lets your engineering team connect gifting to any system — your own product, a data platform, or a custom internal tool. It's the right choice when you want gifting to happen as part of a workflow that's entirely unique to your business.
What it makes possible
Send a gift invitation when a user reaches a milestone inside your product
Trigger gifting from a data warehouse, analytics platform, or customer data platform
Build gifting into a custom internal tool your team already uses
Automate gift invitations based on criteria only your own systems can calculate
Retrieve a list of your available campaigns and check the status of any gift invitation programmatically
How it works in practice
Your developers use two main actions. First, they retrieve the list of campaigns available on your &Open account — these are the gift collections and budgets you've already set up. Then, when the right trigger fires in your system, they send a gift invitation by passing the gift recipient's name, email, and the campaign they should receive.
The API uses standard authentication and follows JSON:API conventions. Full technical documentation is available at developers.andopen.co.
Example: a customer completes their 100th order in your product. Your platform detects the milestone and calls the &Open API, sending a gift invitation to the customer's email. The whole thing happens in seconds, with no manual step required.
What your engineering team needs to know
Authentication uses a standard API key, provided by your &Open Account Manager
A basic integration — triggering gift invitations based on a single event — typically takes one to two days of development work
The API returns a unique ID for each gift invitation, which your team can use to check its status at any time
Who needs to be involved
A developer or small engineering team to build and maintain the integration
Your &Open Customer Success Manager — who will provide your API key and help you connect the right campaigns
Choosing the right integration
Not sure where to start? Here's a simple way to think about it. Most teams end up using more than one integration — for example, Salesforce for customer gifting and an HR system for employee gifting. All integrations run alongside each other without any conflict.
If your team uses… | And gifting is triggered by… | Start here |
Salesforce | Changes to deals, contacts, or Campaign membership | Salesforce integration |
HubSpot | Marketing workflows, deal stages, or form submissions | HubSpot integration |
A dedicated HR system (Workday, Personio, BambooHR and so on) | Employee lifecycle events like joining, anniversaries, or team changes | HR system integration |
A custom product or internal tool | Events unique to your systems or business logic | Direct API |
Getting started
The best first step is a conversation with your &Open Account Manager. They'll help you confirm which integration is the right fit, identify who else needs to be involved from your side, and set a realistic timeline for getting it live.
Here's what the process looks like:
Decide which integration to start with — or reach out and we'll help you figure it out.
Get the right people in the room — typically an admin or technical contact from your side, plus your &Open Account Manager.
Complete the connection — most integrations are live within a few days once the setup process begins.
Start gifting — once you're connected, your campaigns run automatically.
Get in touch with your Account Manager or reach out at hello@andopen.co to get started.