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Unify Your Loyalty Program: Automatically Reward Sales Activities & Demo Bookings

Is your customer loyalty program trapped on your e-commerce platform? Many businesses fail to reward valuable customer interactions that happen outside of a direct purchase, like booking a sales call or engaging with your team. This creates a fragmented experience, devalues your loyalty program, and weakens customer retention by ignoring key moments in their journey.

This playbook shows you how to break down those silos and create a truly unified loyalty experience. By connecting your sales and scheduling tools using Zapier, you can automatically award loyalty points for high-intent customer actions. When a prospect books a demo in Calendly or a deal moves to a new stage in HubSpot, this system instantly recognizes their engagement and rewards them, making your loyalty program an integral part of the entire customer lifecycle, not just an post-purchase afterthought.

Expected Outcomes

  • Bridge the gap between your sales funnel and your loyalty program.
  • Increase high-value actions like demo bookings by offering immediate rewards.
  • Create a seamless, omnichannel loyalty experience for your customers.
  • Boost customer retention by recognizing engagement beyond just purchases.
  • Automate reward distribution, saving your team time and eliminating manual errors.

Core Tools in This Stack

Zapier

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Zapier is a leading iPaaS and no-code automation platform that enables users to connect thousands of web applications and automate workflows. It allows you to create automated actions, called 'Zaps', to move information between apps, eliminating manual tasks and streamlining business processes without writing any code.

Key Features
  • Vast App Directory (6,000+ integrations)
  • Visual No-Code Workflow Builder (Zaps)
  • Multi-Step & Conditional Logic Workflows
  • Built-in Data Manipulation Tools (Formatters, Filters)
  • AI-Powered Zap Creation
  • Zapier Tables for data storage
  • Zapier Interfaces for creating simple web apps and forms
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Freemium, Subscription, Usage-Based

Tier: Medium

Ease of Use

Easy

HubSpot CRM

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A comprehensive CRM platform that includes a suite of tools for marketing, sales, content management, and customer service, with a completely free CRM at its core to help businesses manage customer relationships and accelerate growth.

Key Features
  • Contact & Lead Management
  • Sales Pipeline Visualization
  • Deal Tracking and Management
  • Email Tracking and Templates
  • Meeting Scheduling Tool
  • Live Chat and Chatbots
  • Reporting and Analytics Dashboards
  • Task and Activity Automation
Ideal For

Company Size: Small, Medium

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media

Pricing

Model: Freemium, Subscription

Tier: Starter

Ease of Use

Very High

Calendly

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Calendly is a scheduling automation platform that eliminates the back-and-forth emails for finding the perfect meeting time. It simplifies scheduling for individuals, teams, and enterprises by connecting with your calendar and only showing available times.

Key Features
  • Automated Scheduling Links
  • Calendar Connections (Google, Office 365, Outlook, iCloud)
  • Team Scheduling (Round Robin, Collective)
  • Meeting Polls for Group Scheduling
  • Automated Workflows (Reminders, Follow-ups)
  • Routing Forms for Leads and Clients
  • Website Embedding
  • Integrations (Salesforce, HubSpot, Zoom, Stripe)
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Freemium, Subscription

Tier: Low

Ease of Use

Very Easy

The Workflow

graph TD subgraph "Sales Funnel & Appointment Booking" direction LR N0["Zapier"] N1["HubSpot CRM"] N2["Calendly"] N2 -- "New Meeting Trigger" --> N0 N0 -- "Search for Contact" --> N1 N0 -- "Create/Update Contact" --> N1 N0 -- "Update Lifecycle Stage" --> N1 N0 -- "Add to List" --> N1 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue; class N2 blue;

Integration Logic

  • Sales Funnel Loyalty Link

    This integration triggers when a new meeting is booked in Calendly. Zapier first searches for the invitee in HubSpot CRM by email. If the contact exists, it's updated; if not, a new contact is created. Subsequently, the contact's lifecycle stage is updated to 'Opportunity' (or another specified stage), and they are added to a specific HubSpot list for targeted nurturing or loyalty campaigns. Data flows from Calendly (Invitee details, meeting info) through Zapier's logic to HubSpot (Contact properties, list membership, lifecycle stage).

Unlock Your Unified Loyalty Playbook

Learn how to automatically reward the entire customer journey, from demo bookings to sales calls.