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What's possible with HubSpot

Written by Catherine Walker

Overview

Add real gifts to your HubSpot workflows — and track the impact right next to your other sales and marketing metrics, all without leaving HubSpot.

It's a good fit for teams who run outbound campaigns, track deal activity, or nurture prospects in HubSpot, and want gifting to feel like a natural part of the process rather than a manual add-on.

What it makes possible

Add gifting to any HubSpot workflow

Trigger a gift invitation automatically when a contact meets criteria you choose: they become a customer, a form is submitted, or any other contact-based trigger. You pick the campaign, decide whether &Open sends the invitation, and personalize the message right inside the workflow step.

For example: when a contact downloads a pricing guide, a workflow sends them a gift invitation alongside a follow-up email from their account rep, turning a passive intent signal into a warm, memorable moment.

Track gifting activity on the contact record

When a gift invitation is sent, redeemed, or delivered, the activity appears on the contact timeline in HubSpot. Your sales and marketing teams stay aligned without any manual updates.

For example: a sales rep opens a contact before a discovery call and sees the gift was redeemed two days ago. They open the conversation knowing the prospect has already had a positive experience with the brand.

Increase engagement with workflow-triggered gifts

Trigger a gift invitation from a HubSpot workflow and follow up as soon as the gift is redeemed, when the recipient is most engaged. Teams use this to increase booked demo rates and shorten the time between outreach and response.

For example: a team running a HubSpot workflow adds a gift invitation at a key engagement point. Reply rates on later steps go up, because people respond differently once they've had a genuinely positive interaction with your brand.

Measure gifting alongside your other activity

All gift sends and redemptions are visible in HubSpot — sent and redeemed dates, gift value, and lifetime gift cost land on the contact — so you can report on the impact of gifting using the same tools you use for everything else.

For example: after a quarter, the marketing team pulls a HubSpot report comparing demo booking rates for contacts who received a gift invitation against those who didn't, with no data exports or manual matching.

Who sets this up

A HubSpot admin installs the &Open app from the HubSpot App Marketplace. That's usually all it takes to connect, and you don't need help from &Open to get set up. If you'd like a hand planning which campaigns to connect, your &Open account team is happy to help.

How long does it take?

Installing the app takes a few minutes. Building your gifting workflows takes a little longer, depending on how many you want to set up. Visit this article for more on installation.

Ready to get started?

Find &Open in the HubSpot App Marketplace and install it. If you'd like help planning your gifting workflows, reach out to your account team.

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