Automated Gifting
Automate gifts with 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. Businesses can set up specific triggers such as client anniversaries, employee milestones, or new business achievements to automate the gifting process.
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How automated gifting works
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Choose a trigger in Salesforce, HubSpot, or your platform of choice (form submit, status change, deal stage, renewal date, NPS score, etc.).
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Businesses can easily launch a gifting campaign to send gifts to multiple recipients based on automation rules.
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Send an email from that automation containing your secure gift link.
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Template Used their gift and design are preselected such as “New Employee Template” but the message includes recipients name.
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We fulfill & track—automation allows you to send gifts directly to recipients without manual intervention, and you get delivery status and engagement metrics.
Trigger → Email → Fulfillment>
Use your existing automations—no custom dev required.
Key features of the automation platform include nomination forms, gifting reports, and customization options to streamline your gifting process.
Common integrations for your corporate gifting platform
Record‑Triggered Flows → Send Email
Workflows → Send automation email
Any app → email/webhook → gift
Our platform can integrate seamlessly with your existing tech stack, including CRM and marketing tools, to streamline automation and processes.
Don’t see your platform? If it can send an email or webhook, it can send a gift.
Integration with HR systems is also supported, enabling automated employee gifting and recognition.
Popular trigger ideas
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Form submitted (demo request, quote, referral)
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Lifecycle stage changed (Lead → MQL, Opportunity → Closed Won)
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Milestones (anniversaries, renewals, onboarding complete, employee milestones)
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Birthday (celebrating employee birthdays or client birthdays)
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NPS/CSAT thresholds and review requests
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ABM moments (meeting booked, champion promotion, expansion)
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Celebrate special occasions (holidays, graduations, company achievements)
Controls & personalization options at scale
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Budgets & approvals: cap per‑gift or per‑team, require approvals for high‑value sends.
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Brand consistency: theme designs, lock messaging, enforce templates, and offer custom swag as branded gifting options.
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Segmentation rules: vary gifts by persona, tier, region, or use case. Optionally, allow employees to select their own gifts from a curated catalog.
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Reporting: track send volume, acceptance, delivery, and outcomes, and collect feedback from recipients to improve future gifting campaigns.
Benefits of Automated Gifting
Automated gifting platforms are revolutionizing the way businesses manage professional relationships with both employees and clients. With a robust gifting platform, companies can effortlessly send thoughtful, personalized gifts that show genuine appreciation and boost morale. Automation eliminates the administrative burden of manual gift selection and delivery, ensuring that every gift and message of appreciation arrives on time, every time. This consistency helps reinforce positive business relationships and supports ongoing client retention by making clients and employees feel valued. By leveraging automated gifting platforms, organizations can maintain strong connections with less effort, allowing them to focus on what matters most—growing their business and deepening relationships with clients and employees.
Employee Gifting and Engagement
Employee gifting plays a crucial role in fostering engagement, loyalty, and retention within any organization. However, missing key dates or sending generic gifts can undermine these efforts. Automated employee gifting ensures that important milestones, such as work anniversaries and birthdays, are never overlooked. With corporate gifting services and employee gifting platforms, companies can offer a diverse selection of personalized gifts tailored to individual preferences and budgets. Thoughtful gifts not only demonstrate genuine appreciation but also contribute to higher employee morale and motivation. By using a gifting platform to manage employee gifting, organizations can enhance the overall experience, making every employee feel recognized and valued for their contributions.
Best Practices for Gifting
To maximize the impact of your gifting program, it’s essential to choose gifts that reflect your company culture and resonate with the intended recipients. When using an automated gifting platform, consider practical and branded items such as custom candles, tech accessories, or gourmet sweets that employees and clients will appreciate and use. Thoughtful gifts create a lasting impression and reinforce your commitment to meaningful engagement. Be mindful of your gifting budget by selecting cost-effective options like enamel lapel pins or branded swag, which offer strong branding without high costs. For special occasions or high-value clients, higher-end gifts and curated gift boxes can be customized to fit your strategy. Ultimately, the right gift, chosen with care, will delight employees and impress clients, strengthening your professional relationships.
Get started in minutes
Choosing the right corporate gifting platform is essential to ensure your business achieves its goals for employee morale, client engagement, and relationship building. Our platform is scalable and designed to meet the needs of both small businesses and larger companies with complex gifting requirements.
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Pick your platform guide: Salesforce or HubSpot (or use Zapier/Make). Greetabl makes gifting easy and efficient for businesses of all sizes, offering automation and customization options.
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Use the Greetabl dashboard for a user-friendly interface that simplifies the creation and management of personalized gifting campaigns.
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Create a trigger that sends an email containing your secure gift link.
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Test once, then let it run automatically.
Get started in minutes
- Pick your platform guide: Salesforce or HubSpot (or use Zapier/Make).
- Create a trigger that sends an email containing your secure gift link.
- Test once—then let it run automatically.
Talk to an expert Explore the platform
The Future of Automated Gifting
The future of automated gifting is bright, driven by advancements in technology and expanding personalization options. As corporate gifting platforms continue to evolve, they will further streamline the corporate gifting process, making it easier for companies to maintain strong professional relationships at scale. The integration of AI and machine learning will enable even more tailored gift recommendations, ensuring each gift is relevant and meaningful. Sustainability will also play a larger role, with eco-friendly and socially responsible gifts becoming increasingly popular. As virtual experiences and digital gifts gain traction, gifting platforms will adapt by offering a broader range of innovative gift options. These trends will ensure that automated gifting remains a vital tool for companies seeking to build lasting connections with clients and employees in an ever-changing business landscape.
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.