1
Check available integrations
Review which CRM and loyalty integrations are available in Leara. If your system is not yet listed, contact Leara support to discuss options.
2
Prepare access
Make sure you have admin access to your CRM and loyalty platform, plus permission to approve integrations. Gather any API keys or connection credentials required.
3
Connect the CRM
Follow the connection guide for your CRM and approve the access the integration needs. Verify that the connection applies to the correct account or workspace.
4
Clarify what syncs
Review which customer data, activities, and order history flow between the CRM and Leara. Decide whether sync happens in real time or on a schedule, and which system is the source of truth for each field.
5
Link loyalty where available
If your loyalty platform has an integration, connect it and verify how points, tiers, or rewards map to orders and customers in Leara.
6
Verify with test records
Create or update a test customer record and confirm that the data appears correctly in both systems, with orders and activities linked as expected.
What syncs
- Customer and contact data: Names, addresses, and contact details sync between CRM and Leara.
- Activities and conversations: CRM activities link to actual order and history data.
- Unified customer record: A shared customer profile is available across channels.
- Loyalty data: Points, tiers, and rewards connect to orders where the integration supports it.
Common problems
- CRM or loyalty integration not yet available: There are no integrations in these categories yet. Contact Leara support to discuss your system and timeline.
- Duplicate customer records: Define which system owns customer creation to avoid duplicates.
- Activity not linked to orders: Check that order IDs and customer references map correctly between systems.