Integrations Guide

Connect SendTreat with your favorite tools to automate gifting workflows.

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💼

Salesforce

Sync contacts, deals, and accounts. Trigger gifts on deal closures or milestones.

  • Contact sync
  • Deal triggers
  • Account management
🎯

HubSpot

Connect your HubSpot CRM to automate gifting based on contact properties and deal stages.

  • Contact properties
  • Deal stages
  • Workflow automation
💳

Stripe

Send gifts automatically when payments are received or subscriptions are activated.

  • Payment triggers
  • Subscription events
  • Customer milestones
🎧

Zendesk

Reward customers with gifts based on support interactions, ticket resolution, or satisfaction scores.

  • Ticket triggers
  • Satisfaction scores
  • Support milestones
💬

Intercom

Engage customers with gifts based on conversation events and customer data.

  • Conversation events
  • Customer segments
  • Engagement triggers
🔌

Webhooks

Build custom integrations using our webhook API. Connect any tool that supports webhooks.

  • Custom triggers
  • Real-time events
  • Flexible integration

Setting Up an Integration

  1. Go to the Integrations page
  2. Select the integration you want to connect
  3. Click "Connect" and authorize the connection
  4. Configure sync settings (what data to sync, sync frequency)
  5. Set up automation triggers based on integration events
  6. Test the integration with a sample event
  7. Activate the integration

Webhook Integration

For custom integrations, you can use our webhook API:

POST https://api.sendtreat.com/webhooks/trigger
Content-Type: application/json

{
  "event": "deal.closed",
  "recipient": {
    "name": "John Doe",
    "email": "john@example.com",
    "address": {...}
  },
  "gift": {
    "treatId": "treat_123",
    "note": "Thank you for closing the deal!"
  }
}

See our API Documentation for complete webhook details.

Security & Permissions

All integrations use OAuth 2.0 for secure authentication. We only request the minimum permissions needed:

  • Read-only access to relevant data
  • Webhook subscription permissions
  • No write access to your systems

Troubleshooting

Common issues and solutions:

  • Connection fails: Check your API credentials and permissions
  • Events not triggering: Verify webhook URLs and event subscriptions
  • Data not syncing: Check sync frequency settings and API rate limits

Need Help?

For integration support, contact us at support@sendtreat.com or visit our API Documentation.