Reward sales recorded in Salesforce
Orders entered by reps or imported into Salesforce earn points like any other purchase.
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Rewards & PointsSupercharge retentionTiers & MembershipsBuild lasting brand affinityReferralsUnlock the power of advocacyGamified LoyaltyAchievements, voting, and quizzesSubscription LoyaltyRemedy points of churnOmnichannel LoyaltyLoyalty without digital boundariesIntegrationsSeamless across your tech stack
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DTC & EcommerceLeading digital native brandsRetail & Multi-locationOne loyalty system for every store, your site and your app. FashionApparel, accessories, footwear, and jewelryCPG & WellnessF&B, wellness, beauty, and personal careB2BManufacturers, wholesalers, and service providersFinanceBanks, insurance, pension, and wealth management
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Bubblehouse × Salesforce
Turn Salesforce Orders Into Loyalty Points
For brands that record customers and orders in Salesforce, Bubblehouse pulls that data in so purchases earn points and customers join your program.
Book a demoWhen Salesforce Is Where Your Sales Live
Salesforce is a CRM platform that many companies use to manage customer accounts and orders, especially in B2B, wholesale and phone or rep-assisted sales.
The Bubblehouse integration reads orders and customers from Salesforce. Each synced order earns points under your program rules, and each synced customer becomes a loyalty member. Your team can filter which Salesforce records count, for example only accounts that have become clients.
In the Bubblehouse admin, a status row shows the last order and customer change the sync processed, so you can confirm data is flowing.
Why Connect Salesforce to Bubblehouse
Loyalty programs usually start from ecommerce data. Plenty of revenue is recorded in a CRM instead.
Only the right customers
The customer sync can be limited to records that match your criteria.
Visible sync status
The admin shows how far the sync has progressed, so gaps are easy to spot.
Pairs with Account Engagement
A separate integration writes points, tiers and segments into Salesforce Account Engagement (Pardot) for marketing.
How the Salesforce Connection Is Set Up
The Salesforce integration is configured per brand with our team, because every org stores orders and customers a little differently.
Share connection details
Provide the Salesforce credentials and settings our team requests for your org.
Map your records
Agree which objects hold orders and customers, and which records should be included.
Turn on the sync
We enable the integration and confirm orders and customers are arriving.
Monitor progress
Use the sync status in the Bubblehouse admin to check the latest records processed.
Salesforce Integration FAQ
For CRM, sales operations and loyalty teams.
Orders and customers. Orders earn points under your program rules, and customers are added as loyalty members.
←Back to integrations
Bubblehouse × Salesforce
Turn Salesforce Orders Into Loyalty Points
For brands that record customers and orders in Salesforce, Bubblehouse pulls that data in so purchases earn points and customers join your program.
Book a demoWhen Salesforce Is Where Your Sales Live
Salesforce is a CRM platform that many companies use to manage customer accounts and orders, especially in B2B, wholesale and phone or rep-assisted sales.
The Bubblehouse integration reads orders and customers from Salesforce. Each synced order earns points under your program rules, and each synced customer becomes a loyalty member. Your team can filter which Salesforce records count, for example only accounts that have become clients.
In the Bubblehouse admin, a status row shows the last order and customer change the sync processed, so you can confirm data is flowing.
Why Connect Salesforce to Bubblehouse
Loyalty programs usually start from ecommerce data. Plenty of revenue is recorded in a CRM instead.
Reward sales recorded in Salesforce
Orders entered by reps or imported into Salesforce earn points like any other purchase.
Only the right customers
The customer sync can be limited to records that match your criteria.
Visible sync status
The admin shows how far the sync has progressed, so gaps are easy to spot.
Pairs with Account Engagement
A separate integration writes points, tiers and segments into Salesforce Account Engagement (Pardot) for marketing.
How the Salesforce Connection Is Set Up
The Salesforce integration is configured per brand with our team, because every org stores orders and customers a little differently.
Share connection details
Provide the Salesforce credentials and settings our team requests for your org.
Map your records
Agree which objects hold orders and customers, and which records should be included.
Turn on the sync
We enable the integration and confirm orders and customers are arriving.
Monitor progress
Use the sync status in the Bubblehouse admin to check the latest records processed.
Salesforce Integration FAQ
For CRM, sales operations and loyalty teams.
Orders and customers. Orders earn points under your program rules, and customers are added as loyalty members.
←Back to integrations
Bubblehouse × Salesforce
Turn Salesforce Orders Into Loyalty Points
For brands that record customers and orders in Salesforce, Bubblehouse pulls that data in so purchases earn points and customers join your program.
Book a demoWhen Salesforce Is Where Your Sales Live
Salesforce is a CRM platform that many companies use to manage customer accounts and orders, especially in B2B, wholesale and phone or rep-assisted sales.
The Bubblehouse integration reads orders and customers from Salesforce. Each synced order earns points under your program rules, and each synced customer becomes a loyalty member. Your team can filter which Salesforce records count, for example only accounts that have become clients.
In the Bubblehouse admin, a status row shows the last order and customer change the sync processed, so you can confirm data is flowing.
Why Connect Salesforce to Bubblehouse
Loyalty programs usually start from ecommerce data. Plenty of revenue is recorded in a CRM instead.
Reward sales recorded in Salesforce
Orders entered by reps or imported into Salesforce earn points like any other purchase.
Only the right customers
The customer sync can be limited to records that match your criteria.
Visible sync status
The admin shows how far the sync has progressed, so gaps are easy to spot.
Pairs with Account Engagement
A separate integration writes points, tiers and segments into Salesforce Account Engagement (Pardot) for marketing.
How the Salesforce Connection Is Set Up
The Salesforce integration is configured per brand with our team, because every org stores orders and customers a little differently.
Share connection details
Provide the Salesforce credentials and settings our team requests for your org.
Map your records
Agree which objects hold orders and customers, and which records should be included.
Turn on the sync
We enable the integration and confirm orders and customers are arriving.
Monitor progress
Use the sync status in the Bubblehouse admin to check the latest records processed.
Salesforce Integration FAQ
For CRM, sales operations and loyalty teams.
Orders and customers. Orders earn points under your program rules, and customers are added as loyalty members.
Integrations
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Connect Bubblehouse loyalty to the tools your team already uses across marketing, support, and commerce.
Get more from your existing customers than you ever have
Schedule a call today to learn how Bubblehouse can transform your retention strategy into a scalable and impactful loyalty system.