&Open integrates with Salesforce and HubSpot — the tools you already live in — so you can trigger meaningful, personalised gifts at the right moment in a deal cycle, with all activity synced back to your CRM. Whether you're trying to get a meeting, unstick a stalled opportunity, or say thank you to a customer who just renewed, &Open makes it easy to send something that lands.
Your key use cases
Break through to hard-to-reach prospects
When a cold email or LinkedIn message isn't cutting through, a gift invitation can be the pattern interrupt that gets a response. Rather than asking for a meeting cold, you're offering something of value first — and making the outreach memorable.
For example: an SDR targets a list of VP-level contacts at priority accounts in Salesforce. Instead of a fifth follow-up email, they trigger a gift invitation via &Open. The acceptance rate drives a 30% increase in booked meetings from that segment.
Accelerate deals that have gone quiet
Every rep has deals sitting in "Proposal Sent" for too long. A well-timed gift — not a chase email — can re-open a conversation without pressure, remind the buyer why they were excited in the first place, and give them a reason to re-engage.
For example: when an opportunity in Salesforce hasn't had activity for 14 days and is past the expected close date, a gift campaign is triggered automatically. The rep is notified when the gift is accepted so they can follow up at exactly the right moment.
Celebrate a closed deal and set the tone for the relationship
The moment a deal closes is one of the best times to send a gift. It reinforces the decision your new customer just made, creates goodwill from day one, and signals that your company treats customers as people — not just accounts.
For example: when an opportunity moves to "Closed Won" in Salesforce, a personalised gift invitation is automatically sent to the primary contact with a note from their account executive. The gifting moment is logged in the CRM for the CS handoff.
Strengthen executive relationships at key accounts
For strategic accounts, relationships are everything. Sending a thoughtful gift around key moments — a renewal, a business milestone, a significant project going live — reinforces that you see the person, not just the contract.
For example: your enterprise AE identifies three key stakeholders at a renewal account in Salesforce. Each receives a curated gift ahead of the renewal conversation, coordinated without any manual logistics on the rep's part.
Support multi-threading with gifts to new contacts
When you're trying to expand your footprint within a deal — bringing in new champions or economic buyers — a gift invitation is a warm, low-pressure way to make a first impression with someone who doesn't know you yet.
For example: a new contact is added to an open opportunity in HubSpot. &Open automatically sends a gift invitation with a message from the AE welcoming them to the conversation — before they've even had a discovery call.
The right integration for you
Integration | Best fit | Typical setup time |
Salesforce | Sales teams where opportunities, contacts, and activity are managed in Salesforce — trigger gifts based on opportunity stage, deal inactivity, or contact properties | 1–2 weeks |
HubSpot | Sales teams using HubSpot CRM who want to add gifting to deal stages, workflows, or contact-based workflows | 1–2 weeks |
Direct API | Teams with custom CRMs or sales tools who want to trigger gifts programmatically based on their own data and logic | 1–3 weeks (with dev support) |
Who else needs to be involved
Your CRM admin (Salesforce or HubSpot) — to set up the workflow triggers, opportunity stage rules, and any automation logic
Sales leadership — to define which moments in the deal cycle warrant a gift, and what gift collections are appropriate for each stage
Finance or procurement — to approve the gifting budget and set up a payment method in &Open
Your &Open account manager — to help configure campaigns, set spend limits per rep, and ensure your gifting policy is applied consistently
Getting started
Identify your moments — pick 2–3 points in your sales process where a gift would have the most impact (e.g., after a stalled deal, at Closed Won, for multi-thread outreach)
Choose your CRM integration — Salesforce or HubSpot for most sales teams; direct API if you use something else
Connect &Open to your CRM — your CRM admin completes the integration setup; your &Open account manager walks them through setup
Set rep-level permissions — decide whether reps trigger gifts manually or automatically, and set any approval or spend-limit rules in &Open
Ready to get started? Reach out to your &Open account manager or email hello@andopen.co.