New Feature

December 2023

New Integration for PlanProphet

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Software: PlanProphet CRM

Automation: API Integration

You got chocolate in my peanut butter! Hey, you got peanut butter on my chocolate! It is always great to find services where 1 plus 1 equals 3! That is what you get with the new integration from your friends at LoyaltyLoop and PlanProphet.

This new integration will be officially released in January during the PlanProphet Champion Summit. But we're so excited to bring a new level of value and efficiency to printers running both systems, that we couldn't wait to tell you. With this new integration, printers will be able to understand their customer relationships better than ever before, and leverage automations to close more business faster.

With this new integration, your PlanProphet contact and account views will show you the LoyaltyLoop results for that customer. You'll see how they responded to survey questions, helping you gain insight into that customer from inside your CRM. And if you rely on Prophet Alerts, LoyaltyLoop Poor Feedback Alerts will now appear on that list to help you and your team to take quick action. At any time, you can launch directly into your LoyaltyLoop account from inside PlanProphet. There is no additional cost for these great features of the integration.

In addition to viewing results, your LoyaltyLoop Opportunities (Leads and Referrals from happy customers) will flow into PlanProphet automatically. You then automatically engage these customers to help close business using the power of PlanProphet automated campaigns (Additional charges apply. Please contact PlanProphet for details).

Activating the integration is quick and easy. Check out our PlanProphet LoyaltyLoop Integration page for more details.