Zapier

Zapier is a powerful automation platform that connects your favorite apps and services, streamlining workflows and enhancing productivity. The integration between Leat and Zapier allows businesses to automate various tasks related to customer engagement and loyalty programs, connecting Leat with over 3,000 apps.

What's possible:

• Automated Data Transfer: Automatically send purchase amounts and customer data to Leat from various apps, ensuring loyalty points are accurately tracked.

• Customer Engagement: Trigger customer engagement actions such as sending welcome emails or notifications when a customer signs up for the loyalty program.

• Point Accumulation: Automatically add points to customer accounts based on specific triggers, such as completed purchases or special promotions.

Supported Triggers and Actions:

• Triggers:

  • New Customer: Triggers when a new customer is added.

  • New Purchase: Triggers when a new purchase is made.

  • Updated Customer: Triggers when customer details are updated.

• Actions:

  • Add Points: Adds points to a customer's loyalty account.

  • Create Customer: Creates a new customer in the loyalty program.

  • Update Customer: Updates existing customer details.

  • Send Notification: Sends a notification or email to a customer.

Zap Templates Available For:

• Google Sheets: Automatically update Google Sheets with new customer data or point totals.

• Shopify: Sync purchases and customer details between Shopify and Leat.

• Mailchimp: Add new Leat customers to Mailchimp email lists for targeted marketing campaigns.

• HubSpot: Sync customer data between HubSpot CRM and Leat for better customer relationship management.

• Slack: Send notifications to Slack channels when key customer events occur in Leat.

Key benefits:

• Enhanced Automation: Streamlines the management of loyalty programs by automating data transfer and customer engagement tasks.

• Increased Efficiency: Reduces manual entry and potential errors, saving time and improving accuracy.

• Better Customer Insights: Integrates with CRM and marketing tools to provide deeper insights into customer behavior and preferences.

How to install the integration:

• Request Integration: Sign up for a Zapier account if you haven't already. Search for the Leat app within Zapier and choose the desired integrations.

• Configuration Setup: Provide necessary credentials such as API keys and authorization tokens, which can be generated in the Leat dashboard during the onboarding process.

• Select Zap Templates: Choose from pre-made Zap templates or create custom Zaps to connect Leat with other apps you use.