“You can't correct your problems without getting the bad with the good, and since our customers are given an outlet to voice concerns through LoyaltyLoop, we are now running at a much higher satisfaction rating than ever before. Thank you!”
Zoho CRM
Native Automation
Automate Your Feedback Loop!
If you use Zoho CRM for managing your customers, did you know you can leverage native report automation in Zoho? LoyaltyLoop is the perfect customer experience and review platform for you.
Zoho has native report automation functionality where you can send your CRM contacts to your LoyaltyLoop account automatically.
- Set it, and forget it!
- Engage customer soon after their experience
- Send requests as often as daily
- Save time (and money) not running manual reports
Below, you'll find our Zoho report guide, walking you through the automation setup procedure. For the latest updates to Zoho reporting, always refer to Zoho support documents.
Want to learn more?
Schedule a DemoFAQs about the Zoho CRM automation for LoyaltyLoop
Q: How much does it cost?
A: There is no additional cost.
Q: How does the Zoho CRM automation help me?
A: With the Zoho CRM automation set up, your contacts flow automatically to your LoyaltyLoop account on a daily basis. This allows your LoyaltyLoop account to engage customers for feedback and reviews without effort from you.
Q: How do I enable my Zoho CRM automation?
A: LoyaltyLoop customers should sign in to their account, then search our Knowledge Base for "Zoho CRM automation". You will find the step-by-step instructions. You can always reach out to our Support Team for help at support@loyaltyloop.com (401-560-0311 option 3).
Q: Can I send any contacts from within Zoho CRM?
A: Yes. You choose the correct Zoho module from which to pull contacts and send to your LoyaltyLoop account. We recommend sending contacts for active accounts, or contacts related to recent transactions if Zoho is tracking your transactions. But you will need to determine what is best for your business.
Q: What fields in Zoho CRM are sent to LoyaltyLoop?
A: There is no limit to the fields you can include in your Zoho CRM report. If you see a field that you think would be helpful to have associated when you view the customer’s feedback in LoyaltyLoop, add the field to your report. If available, we recommend sending the following:
- First Name
- Last Name
- Title
- Company Name
- Customer ID
- Address
- City
- State
- Postal Code
- Primary Phone
- Mobile Phone
- Customer Support Rep
- Sales Rep
- PO Number
- Transaction Date
- Transaction Description
- Sales Amount
