LoyaltySurf + Salesforce
Initiate loyalty actions in LoyaltySurf from newly updated Salesforce records
Ever wanted to send a gift card to thank a prospect for completing a call with your sales team? Now you can with this simple Zapier template! Every time an update is made to a specified Salesforce object, this template will trigger a loyalty action in LoyaltySurf and send a reward automatically.
Ever wanted to send a gift card to thank a prospect for completing a call with your sales team? Now you can with this simple Zapier template! Every time an update is made to a specified Salesforce object, this template will trigger a loyalty action in LoyaltySurf and send a reward automatically.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Trigger Loyalty Action
Triggers a loyalty action to unlock a reward.
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About LoyaltySurf
LoyaltySurf is loyalty software for B2C, FinTech, and SaaS companies.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
