> ## Documentation Index
> Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier + 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 "Trigger".

* 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. It's recommended that you use the email registered with HubSpot to signup with Plum as well.\*\*​

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-zapier-plum-9429337/1989984-Zapier-1.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=8a3bf30398bf507160f7f422e261f33f" alt="" width="925" height="717" data-path="images/intercom/help-center-integrations-zapier-plum-9429337/1989984-Zapier-1.png" />

If you are an existing user, use your xoxoday credentials to log in to the admin dashboard.

Congrats, you have successfully installed the application.

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

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-zapier-plum-9429337/b8509cc-Zapier-2.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=56472641778b8d94b01b1df0906ac34b" alt="" width="2866" height="1298" data-path="images/intercom/help-center-integrations-zapier-plum-9429337/b8509cc-Zapier-2.png" />

## **Recharging the account**

* Click on Add Funds and Proceed with the Payment.

\*\*​Step 5:\*\*Now authorize your Zapier account with the Plum account for seamless data sync.**​Now you are successfully registered with Xoxoday Plum.**

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

## ​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.

* 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

Integrate 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.

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