Overview
The &Open + Salesforce integration connects your gifting campaigns directly to your Salesforce instance, so gift invitations can be triggered automatically, delivery tracked, and results measured — all synced back to Salesforce.
Once it's live, gifting becomes part of how your sales and Customer Success teams already work — not something separate they have to remember to do.
What it makes possible
Trigger gift invitations based on Salesforce data
Your team can trigger gift invitations based on contact or lead records in Salesforce, with sends managed through the &Open platform. Great for personalized, one-to-one moments during a deal cycle or when renewing a contract.
For example: a CS manager spots a renewal at risk. They use the &Open platform to send a gift invitation linked to the contact record — a small, thoughtful gesture that keeps the relationship warm while the commercial conversation continues.
Automate gifting based on deal activity
Use Salesforce Flows to trigger gift invitations automatically when something changes — when a contact is added to a Campaign — either manually or via a Flow triggered by deal activity. Once the automation is set up, gifting just happens.
For example: when a deal moves to "Proposal sent," a Flow automatically adds the prospect to a gifting campaign. They receive a gift invitation once the daily sync runs — with no action required from the sales rep.
Keep gift status in sync
When a gift invitation is sent, redeemed, or delivered, Salesforce records it automatically on the contact record. Your team always knows where things stand, and you can build reports and dashboards around the data.
For example: a rep is about to call a prospect and checks the contact record. They can see the gift was redeemed yesterday — so they open the call knowing the timing is perfect for a follow-up conversation.
Measure your gifting ROI
Use Salesforce's native reporting tools to track which gift campaigns are driving the outcomes that matter — booked meetings, closed deals, renewals. The data lives where your team already measures performance.
For example: after a quarter of gifting across a target account list, your team builds a Salesforce report comparing win rates on deals where gifting was used versus those where it wasn't — with all the data already in the CRM.
Who typically sets this up
A Salesforce admin — to configure the sync between Salesforce Campaigns and &Open, and to set up any Flows
Your &Open Customer Success Manager — to enable the integration on your account and walk your team through the setup
Optionally, a developer — to add custom fields to your Contact and Lead records so gifting data is captured in the right place
How long does it take?
Most teams complete the initial setup in a few days. Your &Open Customer Success Manager will be with you throughout the process.
Ready to get started?
Reach out to your Account Manager and let them know you'd like to explore the Salesforce integration. They'll take it from there.