# Zapier + Plum

## **How to integrate Zapier with Plum?**

### **SurveyMonkey + Zapier + Xoxoday Plum**

Integrate SurveyMonkey with Xoxoday Plum to send a gift card to respondents on SurveyMonkey.

**Benefits of this integration**

* Saves time – Seamless and automated workflow triggered by just a few clicks.
* No human intervention or Technical support needed - No code workflow set-up with a step-by-step walkthrough.
* Ease of workflow creation improves Customer Experience.
* Provides a hassle-free method for organizations to reward and recognize people.
* Instant Rewarding/Gratification - Provides a sense of fulfillment for the user on completion of a particular task, leaving behind a good taste of the application or platform used.

**To integrate SurveyMonkey with Zapier follow the following steps:**

* Create a Zap workflow by first choosing an online app (HubSpot, Salesforce, SurveyMonkey, Slack, Google sheets, SurveySparrow, etc.) and then choose a trigger, such as ‘when a survey submission is completed by the user’. Test the trigger to Find data.
* Next, pick Xoxoday Plum as the "Action" application to send rewards in the form of e-gift cards automatically as a response to the **"**&#x54;rigger".
* Sign in to the Trigger App. Next, to sign into the Action App, complete the self-serve set-up of Xoxoday Plum. Below are the steps to register:

### **Signup or Sign In on Plum(if you already do not have a plum account)**

If you are new to Xoxoday Plum, click on the “Signup” button. You can learn how to set up a Plum account[ here](https://xoxoday.gitbook.io/plum/for-admins-1/getting-started). It's recommended that you use the email registered with HubSpot to signup with Plum as well.

<figure><img src="https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2FGjgXdFGXACu3GeCEerQw%2FLogin-Sign%20In%20Xoxoday.png?alt=media&#x26;token=40085e03-fb56-4c1b-aebc-966a5a375e57" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2F7kWYRR8lDJ92V1QCsEjc%2FLogin-Sign%20In%20Xoxoday.png?alt=media&#x26;token=209e2e6f-0ebd-4395-b8eb-0cc59b2b5746" alt=""><figcaption></figcaption></figure>

/

{% hint style="info" %}
**`If you are an existing user, use your xoxoday credentials to log in to the admin dashboard.`**
{% endhint %}

> **Congrats, you have successfully installed the application.**&#x20;

### Click on the Recharge option on the Menu bar to Recharge your Plum Account for the Reward automation campaign.&#x20;

![](https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2FcBJMWQ7oAuSADlIZso80%2FScreenshot%202022-01-11%20at%208.53.37%20PM.png?alt=media\&token=dbde27f5-9caa-44df-aa17-55425e735acf)

### **Recharging the account**

* Click on Add Funds and Proceed with the Payment.
* Click[ here](https://docs.xoxoday.com/docs/funds#section-how-to-recharge) to know more on how to recharge your account.

**Step 5:** Now authorize your Zapier account with the Plum account for seamless data sync.

**Now you are successfully registered with Xoxoday Plum.**

{% hint style="info" %}

### **Already existing customer:** Sign in using your existing user ID and password.

{% endhint %}

### **Authorize your account**

Now you are successfully registered with Xoxoday Plum.

* Once signed into Plum, click Continue and start Customising your reward, fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.
* &#x20;Click Continue. You may now test it for review or proceed to the next step.
* Turn on Zap to complete the workflow.

Congrats! You have successfully created the Zap.

As a result, whenever a respondent completes the selected Survey on SurveyMonkey, he will instantly receive the customized Gift Card from Xoxoday Plum!

Could this process of workflow creation get any simpler?!

## **Salesforce + Zapier + Xoxoday Plum**

**I**ntegrate Salesforce with Xoxoday Plum to send a gift card to new Prospects/leads added to your Salesforce account

**To integrate Salesforce account with Zapier follow the following steps:**

**Step 1:** Select Salesforce as the Trigger application, the Trigger, in this case, is “when a new lead(a record) is added”. First, log in to your Salesforce account and Test the trigger to Find data.

**Step 2:** Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger, i.e. to a new record added on Salesforce.

**Step 3:** After DIY set-up or log in as a registered user of Xoxoday Plum.

**Step 4:** Click Continue and begin Customizing the Reward. Fill up all the fields depending on the use-case of the Action you have set. Double-check everything. For example, the Recipient Email field is important if the gift card(s) need to be sent to the user via email.

**Step 5:** Test and Review or Continue.

**Congrats! Your Zap is now ready.**

As a result of this integration, whenever a new record is added to Salesforce, the user receives Xoxoday Plum’s customized Gift Card via email.<br>
