CRM & marketing integrations

Put Loyalty Where You Already Talk to Customers

HighLevel, ActiveCampaign, ManyChat, Altegio and UChat. Card balances land on your contacts, chats hand out cards, and bookings earn stamps - connected by our team, and tested before your list ever hears about it.

See it happen

Pick a Tool, Watch What It Does

Each of these connects your loyalty card to a place you already talk to customers. Pick one to see what the connection actually does, and what we will need from you to set it up.

Using a CRM that is not here? Zapier, Make and the other automation tools can link your card to thousands of apps. See automation tools →
Before we start

What Every One of These Needs

The tools differ, but the groundwork is the same. Sort these three out and the rest is ours.

🎫

The Business plan

For most of them

HighLevel needs it, and so does anything that connects through your API key — ActiveCampaign and ManyChat among them.
🗄️

Fields to put the data in

Custom fields, made first

ActiveCampaign and ManyChat store card data in custom fields, and the standard contact fields will not do. They have to exist before anything is mapped to them.
🧑

One test contact

Not your real list

Several of these can message everyone the moment they are switched on. We run one person through first, and only then open it to your contacts.
Worth knowing

Four Ways a CRM Connection Goes Wrong

All four are switches or settings. We check every one of them with you before launch.

Every HighLevel contact, messaged at once

Pick a card and switch on SMS or email delivery, and every existing contact is imported, given a card and sent the link straight away. We test on an empty account first.

A WhatsApp blast from Altegio

Altegio’s card delivery option sends card links to your clients over WhatsApp in bulk, which can get the account blocked for spam. We leave it off.

ActiveCampaign emails that never arrive

A contact who is not subscribed to email in ActiveCampaign does not get the message, however well the automation is built. Check your list settings first.

Editing contact details in the wrong place

With HighLevel, HighLevel is the source of truth for names, phones and emails. Change a customer’s details there and let them flow across, not the other way round.

Tell Us Where You Talk to Customers

Name the tool and what you want to happen — a card for every new chat, an email at nine stamps, points on a birthday. We will tell you whether it works with your card and your plan before anything is connected.