Automated Gifting

 

Automations

Turn customer moments into measurable outcomes. Connect your CRM or marketing platform to send a gift automatically when an event happens—like a form submission, lifecycle change, or deal moving to Closed Won.

Get started How it works

How automated gifting works

  1. Choose a trigger in Salesforce, HubSpot, or your platform of choice (form submit, status change, deal stage, renewal date, NPS score, etc.).
  2. Send an email from that automation containing your secure gift link.
  3. Template Used their gift and design are preselected such as "New Employee Template" but the message includes recipients name.
  4. We fulfill & track—you get delivery status and engagement metrics.
Diagram: Trigger → Email → Fulfillment
Use your existing automations—no custom dev required.

Common integrations

Salesforce
Record‑Triggered Flows → Send Email
HubSpot
Workflows → Send automation email
Zapier / Make
Any app → email/webhook → gift

Don’t see your platform? If it can send an email or webhook, it can send a gift.

Popular trigger ideas

  • Form submitted (demo request, quote, referral)
  • Lifecycle stage changed (Lead → MQL, Opportunity → Closed Won)
  • Milestones (anniversaries, renewals, onboarding complete)
  • NPS/CSAT thresholds and review requests
  • ABM moments (meeting booked, champion promotion, expansion)

Controls & personalization at scale

  • Budgets & approvals: cap per‑gift or per‑team, require approvals for high‑value sends.
  • Brand consistency: theme designs, lock messaging, and enforce templates.
  • Segmentation rules: vary gifts by persona, tier, region, or use case.
  • Reporting: track send volume, acceptance, delivery, and outcomes.

Get started in minutes

  1. Pick your platform guide: Salesforce or HubSpot (or use Zapier/Make).
  2. Create a trigger that sends an email containing your secure gift link.
  3. Test once—then let it run automatically.

Talk to an expert Explore the platform

FAQ

Can we use our own email templates?

Yes. Use your CRM/marketing email editor and merge fields; just include the secure gift link we provide.

What if we need approvals?

Set budgets and approvals in your admin settings. You can restrict who can trigger gifts and at what values.

Do you support international shipping?

Yes—options vary by destination. Your rep can confirm SKUs and timelines for your regions.