Loyverse + Overloop Integration

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Loyverse + Overloop Integration

Create Overloop contact for new Loyverse customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Loyverse - Overloop integration, anytime a new Loyverse customer is created, an Overloop contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Loyverse + Overloop Integration

Create Overloop deal from new Loyverse customer

Anytime a new customer is created in your Loyverse, a new deal will automatically be created in your Overloop. This ensures that all of your deal are linked to the right customer, and that you never miss an opportunity to follow up with a new lead.

This Loyverse - Overloop integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Loyverse + Overloop Integration
1.
  • Loyverse
    Customer is created/updated/deleted in Loyverse Instant
  • Loyverse
    Receipt is created or updated in Loyverse Instant
  • Loyverse
    Shift is created in Loyverse Instant
  • Loyverse
    Item inventory is updated in Loyverse Instant
  • Loyverse
    Store is created or updated in Loyverse
  • Loyverse
    Item is created/updated/deleted in Loyverse Instant
  • Loyverse
    Employee is created or updated in Loyverse
  • Overloop
    Contact is created in Overloop
  • Overloop
    Contact is replied in Overloop
  • Overloop
    Exclusion List Item is created in Overloop
  • Overloop
    Campaign is created in Overloop
  • Overloop
    Workflow is created in Overloop
  • Overloop
    Pipeline is created in Overloop
  • Overloop
    Stage is created in Overloop
  • Overloop
    Organization is created in Overloop
  • Overloop
    Deal lost in Overloop
  • Overloop
    Deal won in Overloop
  • Overloop
    Deal is created in Overloop
  • Overloop
    User is created in Overloop
  • Overloop
    List is created in Overloop
2.
  • Loyverse
    Create a receipt in Loyverse
  • Loyverse
    Create customer in Loyverse
  • Loyverse
    Create a POS device in Loyverse
  • Loyverse
    Create an item in Loyverse
  • Loyverse
    Delete customer in Loyverse
  • Loyverse
    Search customer in Loyverse
  • Loyverse
    Update customer in Loyverse
  • Overloop
    Create new contact in Overloop
  • Overloop
    Search contact in Overloop
  • Overloop
    Enroll contact in workflow in Overloop
  • Overloop
    Enroll deal in workflow in Overloop
  • Overloop
    Add contact to exclusion list in Overloop
  • Overloop
    Update contact in Overloop
  • Overloop
    Remove contact from exclusion list in Overloop
  • Overloop
    Search organization in Overloop
  • Overloop
    Create new organization in Overloop
  • Overloop
    Update organization in Overloop
  • Overloop
    Create new deal in Overloop
  • Overloop
    Search deal in Overloop
  • Overloop
    Mark deal as lost in Overloop
  • Overloop
    Mark deal as won in Overloop
  • Overloop
    Update deal in Overloop
  • Overloop
    Enroll organization in workflow in Overloop
  • Overloop
    Search email in Overloop
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