Overview
&Open connects with HubSpot, Salesforce, or your existing stack via API — so you can run personalized, scalable gifting around your field events without adding manual work. Whether you're hosting a dinner for a dozen prospects or running a roadshow across five cities, &Open lets you make every touchpoint feel considered.
Your key use cases
Invite key accounts to field events with a gift
Turn a standard event invitation into something people actually want to open. A gift invitation sent alongside your event invite signals that you've put thought into who you're inviting — and makes acceptance feel rewarding before they've even arrived.
For example: your team identifies 30 priority accounts for an executive dinner in Chicago. Each contact receives a personalised gift invitation alongside the event invite. Acceptance rates increase significantly compared to email-only invitations.
Thank attendees and deepen the relationship post-event
After a field event, the follow-up gift is where you can extend the conversation beyond "great meeting you." A thoughtful post-event gift — especially one tailored to what was discussed — can accelerate a deal from warm to active.
For example: contacts marked "Attended" in your Salesforce campaign receive a post-event gift within 24 hours, accompanied by a personalised note referencing a specific talking point from the event. Their account owner is notified as soon as the gift is accepted.
Re-engage no-shows without burning the relationship
A prospect who didn't make it to your event isn't necessarily uninterested — they may just have been unavailable. A no-show gift keeps the relationship alive without putting them on the spot, and gives them a natural reason to re-engage.
For example: contacts marked "No-show" in HubSpot automatically receive a "Sorry we missed you" gift campaign with a recap asset and an invitation to your next regional event. The gift acceptance rate predicts re-engagement better than open rates alone.
Stand out at third-party conferences and trade shows
You don't need a booth to make a lasting impression at a conference. Send a gift invitation to contacts you're planning to meet — or to those you met on the day — so your brand is the one they remember when they get home.
For example: before a major industry conference, your SDRs send gift invitations to scheduled meeting contacts via the &Open platform. Post-event, attended contacts get a follow-up gift triggered by a contact property update, all without manual sending.
Support sales with gifting around local pipeline moments
Field marketing often acts as the bridge between pipeline generation and deal progression. Give your regional sales teams the tools to trigger meaningful gifts around key milestones — a discovery call, a proposal sent, a deal stalled — without having to manage it themselves.
For example: when an opportunity in Salesforce reaches a specific stage (e.g., "Proposal Sent"), a gift campaign is automatically triggered to the primary contact. The sales rep can personalise the message before it sends, or set it to go automatically.
The right integration for you
Integration | Best fit | Typical setup time |
Salesforce | Teams where Salesforce is the source of truth for pipeline and campaign member status — ideal for gift triggers tied to opportunity stage or event attendance | 1–2 weeks |
HubSpot | Teams running event workflows and sequences in HubSpot who want to add gifting as a step in existing automations | 1–2 weeks |
Direct API | Teams using event management platforms (e.g., Cvent, Splash, Hopin) who want gift triggers based on event-specific data not available in their CRM | 1–3 weeks (with dev support) |
Who else needs to be involved
Your CRM admin (Salesforce or HubSpot) — to build or update the workflows and campaign structures that trigger gifts based on event attendance status
Your regional sales leads — to align on which events and moments matter most, and what message each gift should carry
IT or a developer — only if you're using the direct API or integrating with a custom event platform
Finance or procurement — to approve the gifting budget per region or event and set up billing in &Open
Getting started
Map your field event calendar — identify the 2–3 event types where gifting would make the biggest difference (e.g., executive dinners, regional roadshows, trade show follow-ups)
Choose your integration — Salesforce or HubSpot for most field teams; direct API only if your event data lives outside your CRM
Connect &Open to your CRM — your CRM admin can complete the integration setup with &Open’s guidance; your &Open account manager will guide the setup
Build your first gift campaign — choose a gift collection, write a personalized message template, and test against a small group before rolling out across the region
Ready to get started? Reach out to your &Open account manager or email hello@andopen.co.