> ## Documentation Index
> Fetch the complete documentation index at: https://docs.leara.se/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your CRM and loyalty program to Leara

> Connect your CRM and loyalty systems to Leara for a unified customer record that links orders, activity, and rewards across channels.

Connect your CRM and loyalty systems to Leara so customer data, orders, and activity flow together. This creates a single customer record that sales, support, marketing, and operations can rely on.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## Related articles

* [Manage orders](/orders/manage-orders)
* [Connect your online store](/integrations/ecommerce)
* [Support and contact](/support/contact)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.