Loyalzoo and Salesflare

How to connect Loyalzoo

What you can automate

  • When customer Updated in Loyalzoo, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When membership Created in Loyalzoo, find or create contact in Salesflare.
  • When new Charge in Loyalzoo, create opportunity, then find or create contact in Salesflare.
  • When new Customer Created in Loyalzoo, find or create account, then find or create contact, then add contact to account in Salesflare.

About Loyalzoo

Loyalzoo is a digital loyalty service for independent retailers and eateries. Loyalzoo enables merchants to run their own cardless loyalty program in-store.

Loyalzoo operations on Zapier

Triggers (10)

Start a workflow when this happens

  • Checkin — Triggers when customer manually checks in to your store.
  • Customer Updated — Triggers when customer information is updated.
  • Membership Created — Triggers when a customer membership is created.
  • Membership Ended — Triggers when a customer membership is ended.
  • New Charge — Triggers when a customer's card is charged.
Show 5 more triggers
  • New Counter Event — Triggers when customer event is registered by the merchant.
  • New Customer Created — Triggers when new customer is created in Loyalzoo.
  • Points Given — Triggers when customer is given points.
  • Reward Given — Triggers when customer is given a reward by a merchant.
  • Reward Redeemed Online — Triggers when customer redeems a reward via the Web or the mobile app.

Actions (9)

Things Salesflare can make it do

  • Create New Customer — Creates a new loyalty customer (will not duplicate if record already exists).
  • Export Latest Customer Data — Exports the latest customer data ordered by last purchase date
  • Export Latest Transaction Data — Exports the latest transaction data
  • Get Merchant Info — Retrieves information about the merchant for feeding into other actions
  • Give Points — Gives loyalty points to a specified customer (id, email or phone number required). Will create the customer if it doesn't exist.
Show 4 more actions
  • Increase Counter — Increases event counter for a specified customer (id, email or phone number required). Will create the customer if it doesn't exist.
  • Provision Coupon Code — Creates a coupon in your store for the customer and emails them
  • Retrieve Customer Details — Retrieves customer loyalty and membership information for a provided identifier.
  • Update Customer — Updates an existing loyalty customer record (Loyalzoo customer ID required).

Searches (3)

Look up existing records

  • Get Customer Payment Method — For a customer ID and payment method ID, return the payment method.
  • Get Membership — Retrieves a membership for a given ID
  • Search for Loyalty Customer via Email — Search for Loyalty Customer via Email

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