Connecting Giftogram to your HRIS or CRM means you can send rewards automatically when someone reaches a milestone. It's another way to put the data you already have to work.
That could be an employee anniversary, a closed deal, or a customer completing a survey. Your existing software tracks the activity, and the integration triggers the reward. With 150+ direct integrations, thousands more through Zapier, and an API for custom workflows, you can scale your reward programs without scaling the admin behind them.
What is reward program integration?
Reward program integration connects reward delivery to systems your business already uses, such as your HRIS or CRM. Once connected, an event recorded in one system can trigger a reward without someone having to spot it and send it manually.
What you offer as a reward is then up to you. Giftogram lets recipients choose from gift cards from 140,000+ national and local brands, prepaid Visa and Mastercard cards, cash options, or charitable donations. So you can automate the process without taking away the personal choice that makes the reward worthwhile.
How you set it up depends on the tools you use and how much control you need. A straightforward program might use a built-in integration or a no-code tool like Zapier. For something more tailored, Giftogram's API lets your developers build reward delivery into your existing setup.
The goal isn't to move HR, sales, or customer processes into another system. Keep using the software your team already knows, and let Giftogram handle the rewards.
How do automated reward workflows work?
When your HRIS, CRM, or marketing software records an action that meets your rules, Giftogram automatically triggers a reward.
What that might look like:
| Your software | What happens | The reward |
|---|---|---|
| HRIS | A new employee joins the company | Giftogram sends a welcome gift card |
| HRIS | An employee reaches their work anniversary | Giftogram sends their anniversary reward |
| CRM | A sales rep closes a qualifying deal | Giftogram sends their SPIFF incentive reward |
| Survey platform | A customer completes a qualifying survey | Giftogram sends a prepaid card reward |
The available triggers depend on the software you're using and how it's connected to Giftogram. Explore all integration options.
How do HRIS integrations automate employee rewards?
If your HRIS already has the employee information you need, it can also trigger employee rewards. This means your team doesn't need to maintain a separate spreadsheet of birthdays and anniversaries or manually set reminders to send rewards.
You could set up automated workflows for:
- Employee birthdays
- Work anniversaries
- New-hire onboarding
- Employee recognition milestones
- Employee referral rewards
- Wellness or engagement incentives
For example, if your HRIS records an employee's fifth work anniversary, you can set up a workflow to send them a Giftogram on that date. Your team doesn't need to check who's due a reward every month.
With Giftogram, the milestone stays in your HRIS where it belongs, and Giftogram handles the reward when it's due. Employees can choose from 140,000+ national and local brands, or you can offer options such as prepaid Visa and Mastercard cards.
A prepaid reward system integration works in much the same way. When someone qualifies for a prepaid card reward, the connected workflow can trigger the send, provided that reward type is supported by the integration.
How do CRM integrations automate sales and marketing incentives?
Your CRM already tracks what's happening with your sales pipeline and customers. Connect it to Giftogram, and you can use that activity to trigger sales and marketing incentives automatically.
For example, you could automatically reward a sales rep for closing a qualifying deal or send a customer a gift card when they reach a loyalty milestone.
That could include:
- A prospect attends a qualifying demo
- A customer makes a successful referral
- A customer participates in a survey or research
- A customer reaches a spending milestone
- A lead completes an eligible campaign action
Your CRM stays in charge of tracking the sales or customer activity. Once the action you've chosen to reward is recorded, Giftogram can take care of the send.
Best practices for integrating sales incentive software with a CRM
Automation works best when the rules are clear, so be specific when integrating sales incentive software. "Send a reward when a deal over $10,000 moves to closed won" is easy to automate. "Reward good sales performance" isn't.
Before you connect anything, decide exactly what earns the reward and where that action is recorded. The integration should automate a decision you've already made, not make the decision for you.
A few things are worth getting right first:
- Pick a trigger your CRM records: Choose something concrete, such as a deal moving to a particular stage.
- Define who qualifies: Does every closed deal earn a reward, or only deals for certain products or above a particular value?
- Set reward values upfront: Decide what each action is worth and put spending controls in place, especially if several teams are involved.
- Check your data: Automation relies on your CRM data, so make sure the fields your workflow uses are accurate and consistently filled in.
- Test before launch: If you're building with the Giftogram API, test the workflow in the sandbox before real rewards go out.
- Track what's sent: Use reporting to see reward activity and where your incentive budget is going.
Get the rules right at the start, and the same workflow can handle 20 qualifying deals or 2,000. But not everything needs to be automated. If someone needs to make a judgment call before a reward goes out, keep that part human. You can still automate the send once the decision has been made.
Why should businesses automate marketing incentive rewards?
A successful campaign shouldn't create unruly admin for the team running it. Automating marketing incentives means people receive their rewards as soon as they complete a qualifying action.
Your team doesn't need to check every submission or arrange individual payments, making larger campaigns much easier to manage.
For marketing teams, that means:
- Less admin: Spend less time checking activity and arranging individual rewards
- Faster rewards: Incentives follow automatically once the right action happens
- Set for scale: Going from 500 participants to 5,000 shouldn't mean 10x the admin
Say you're offering $20 to everyone who completes a customer survey. If 2,000 people respond, you shouldn't have to arrange 2,000 individual rewards.
Connect your survey software to Giftogram, and rewards can go out automatically when someone qualifies. People get their rewards sooner, and your team can move on to the next campaign. For marketing teams running regular campaigns, this also makes it easier to reward customer referrals or other qualifying actions without building a new process each time.
How to automate customer loyalty programs with CRM integration
Customer loyalty programs work best when people receive their rewards while the experience is still fresh.
The same process used for sales incentives works for customer loyalty rewards. Decide which customer actions matter, make sure your CRM records them, and connect those actions to a reward.
For example, you might send a $10 gift card when a customer makes their fifth purchase. Once your CRM records that milestone, Giftogram can automatically send the reward.
For straightforward workflows, you can use a Giftogram integration or connect through Zapier. More complex programs can use the Giftogram API.
Once it's running, your loyalty program can respond to customer behavior without your team constantly keeping watch. Customers get their rewards at the right moment, and your team can track what's been sent.
Automate your rewards with Giftogram integrations
Giftogram connects to the tools your team already uses, so rewards can go out automatically when someone earns them.
Set up a workflow through our integrations or Zapier, or use the Giftogram API for something more custom. Team Wallet helps you manage budgets and permissions, while reporting keeps you in control of the program.
More than 25,000 businesses use Giftogram to send rewards and incentives. With 140,000+ reward options available, people can choose something they'll actually enjoy.
Ready to automate your rewards?
Get started with Giftogram today.
FAQs about reward program integration
A reward program integration connects your rewards platform with business software such as an HRIS or CRM. It lets activity recorded in those systems trigger rewards automatically, cutting out much of the manual work of tracking events and sending rewards.
Yes. Connecting a rewards platform to your HRIS lets you automate rewards around employee events you already track. That could mean sending a birthday reward or celebrating a work anniversary as soon as it happens.
Yes. You can connect rewards with your CRM, so incentives follow qualifying customer or sales activity automatically. For example, closing a deal could trigger a sales incentive without someone having to process the reward separately.
Prepaid reward system integration connects prepaid reward delivery with software your business already uses. When you record a chosen action, it can automatically trigger the prepaid card instead of leaving your team to arrange the send manually.
You can automate customer loyalty rewards by connecting your CRM to your rewards platform and deciding which customer actions should earn a reward. Once a customer reaches the qualifying milestone, the workflow automatically triggers their reward.
Yes. Giftogram offers 150+ direct integrations and connects with thousands more apps through Zapier. You can use these connections to automate reward delivery from the tools your team already uses. For more customized workflows, the Giftogram API lets developers build rewards into existing systems.