Overview
As a HubSpot admin, you're the person who sets &Open up for your marketing, sales, and CS teams. With the native &Open app, that's quick: install it from the marketplace, authorize it, and you're connected.
What the integration does
Once the app is installed, your teams can:
Trigger gift invitations from HubSpot workflows, based on contact properties, deal stages, workflow enrollment, or list membership
See gift activity (sent, redeemed, delivered) on the contact timeline
See a contact's gift history on the contact record
Keep gifting budgets and permissions under control in &Open
Setting it up
Install the &Open app from the HubSpot App Marketplace and authorize it. You need Super Admin access. Visit this article for more on installation.
Sign in to &Open when prompted. This links your HubSpot account to your &Open account.
That's the connection done. &Open adds its gift-tracking contact fields automatically, so there's nothing to set up by hand.
Adding gifting to a workflow
In the workflow builder, click the + between steps and choose the Send Gift with &Open action. When you set it up, you can:
Choose which campaign the gift comes from, picked from your &Open account
Decide whether &Open sends the gift invitation, or turn &Open's messages off when your workflow already sends its own email with the gift link
Personalize the invitation using HubSpot contact tokens like
{{contact.firstname}}
The action also passes back the gift invitation link, gift status, and order ID, so later workflow steps can use them. For example, you can branch on whether a gift was created, or add the gift link to a follow-up email.
If a gift action can't run, the workflow history shows a clear message explaining why, such as a campaign that can't be found or a budget that's been reached.
What access the app has
The app asks for permission to read and update your contacts and their properties. It reads contact details to personalize gift invitations, and writes gift activity back so your teams can see it in HubSpot.
Ongoing admin tasks
Manage which of your people can send gifts, and set their budgets, in &Open
Review your active gifting workflows now and then to check they're targeting the right contacts
Keep an eye on gifting budgets with your finance team and your &Open account team
Getting support
For HubSpot questions like workflow errors, contact HubSpot support or check the HubSpot Community. For &Open questions like a gift not sending or activity not showing, contact your &Open account team. For anything that crosses both, your &Open contact can bring in their technical team to help.
Questions before you start? Email hello@andopen.co and ask to speak with the &Open integrations team.