Community Discussions

Hello Adrian,

Yes, we have clients who integrate our services with their CRM or customer engagement platforms like for example, MoEngage or Klaviyo. While it is possible to integrate with Hubspot, I cannot confirm whether any of our customers are using both systems together.

Keep in mind, when selecting a CRM system, it is crucial to consider which aspect of the CRM you would like to integrate with promo management before making a decision, making sure the provider is able to handle these aspects. For instance:

• Are you planning to use the CRM system as a channel to send automated promo codes and campaign information to the customer?
• Or would you like to push the CRM’s customer data, such as customer events or customer segments, into the Vouchery platform to leverage them in automated Customer Promo Journeys, Loyalty Program, or promo personalization? This would unlock many possibilities around automation, like triggering a reward when a specific event or combination of events happens (eg. 5 transactions within a month), or when a customer changes their segment.
• Alternatively, you may wish to push customer promo usage data or available coupons from Vouchery to your CRM system to further use that data in customer communication and onsite personalization.
  Happy to jump on a call and discuss that in more detail whenever you feel this is relevant to push forward. Please send us a demo request or schedule a call under this link: https://calendly.com/vouchery/vouchery-demo.

Best,
Evey