Integrations
How to integrate your &Open gifting platform with other tools
By Catherine and 4 others5 authors42 articles
&Open Integrations and API — What’s possible with Salesforce
Salesforce admin: what you need to know about the &Open integration
Walkthrough: configuring Salesforce for synchronisation of gifting
Adding custom fields to SFDC Contacts and Leads to capture gifting activity
Automating your Campaigns with Salesforce
How do I automate gifting using the &Open Salesforce Integration?
How to disable automated Salesforce integrated gifting?
How is the status updated on CampaignMembers?
How &Open uses Salesforce objects for campaigns
&Open Integrations and API — What’s possible with HR integrations
HR professionals and &Open integrations
How do I connect my HR system to the platform?
Supported HR Systems
What information is accessible through a HR integration?
Required and optional data fields for HR integrations
Connecting your gifting platform to Hibob HR
Connecting your gifting platform to Personio
Connecting your gifting platform to Workday HR
Connecting your gifting platform to BambooHR
Deleting data from your HR integrations
&Open API
Resources for understanding the &Open API
&Open Integrations and API — What’s possible with the API
Sending gifts from a Clay Table
Sending gifts from a Coda table
Data Segmentation & Automation
Repeatable targeted gifting with our HR and CRM automation tools
How do I create a data segment?
What is a data segment?
How do I create a birthday automation?
How do I create a new hire automation?
How do I create a work anniversary automation?