Integrations Voucherify CRM In Cloud
Voucherify + CRM In Cloud

Connect Voucherify and CRM In Cloud to Build Intelligent Automations

Choose a Trigger

Voucherify

When this happens...

Choose an Action

CRM In Cloud

Automatically do this!

Enable Integrations or automations with these events of Voucherify and CRM In Cloud

Enable Integrations or automations with these events of Voucherify and CRM In Cloud

Triggers

Voucher Created

Voucher Created

Trigger when a new voucher is created.

Request a new Trigger for Voucherify

Actions

Create Category

Create Category

Create category with a specific name and hierarchy.

Create Segment

Create Segment

Create a customer segment.

Update Reward

Update Reward

Update the details of a reward.

Update Customer

Update Customer

Update an existing customer.

Request a new Action for Voucherify

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Frequently Asked Questions

How do I start an integration between Voucherify and CRM In Cloud?

To start, connect both your Voucherify and CRM In Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Voucherify triggers actions in CRM In Cloud (or vice versa).

Can we customize how data from Voucherify is recorded in CRM In Cloud?

Absolutely. You can customize how Voucherify data is recorded in CRM In Cloud. This includes choosing which data fields go into which fields of CRM In Cloud, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Voucherify and CRM In Cloud?

The data sync between Voucherify and CRM In Cloud typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Voucherify to CRM In Cloud?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Voucherify and CRM In Cloud?

Yes, you can set conditional logic to control the flow of data between Voucherify and CRM In Cloud. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Voucherify

About Voucherify

Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.

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CRM In Cloud

About CRM In Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

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