Integrating Birdeye with Lightspeed Retail R-Series
Lightspeed is a point-of-sale and e-commerce solution used by restaurant owners and retailers. Lightspeed offers features such as inventory and customer management, process transactions, and store analytics. Integrating Lightspeed with Birdeye will automate the process of sending out review requests to clients on a daily basis.
Once the integration between Lightspeed and Birdeye is successful, Birdeye will pull client information from Lightspeed once daily from the cases that were closed on the previous day. Birdeye collects the first name, last name, email address and phone number of your clients and automatically sends them review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your CRM using predefined triggers. Here are the supported triggers for Lightspeed:
|
Trigger Name |
Trigger Description |
| Lightspeed Sales Trigger Service |
This trigger is used to fetch customer data based on sales. |
| Lightspeed Work Order Trigger Service |
This trigger is used to fetch customer data based on the work order. |
| Contact Sync Trigger |
Contact Sync trigger is used to sync all contacts created daily from CRM to Birdeye. |
| LightSpeed Sale Shipment Completed Trigger |
This trigger is used to fetch customers whose orders have been shipped. |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.
To complete the process, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. On the bottom of the 'Settings' page, click on the 'Authorize Lightspeed' button under the CRM integrations header.
After you click on the authorization button, you will be redirected to the Lightspeed website. Enter the username and password associated with your Lightspeed and click on the 'Sign In' button.
Once you have signed in to your Lightspeed account, Birdeye will ask for certain permissions to obtain patient data from your Lightspeed account. Click on the 'Authorize' button at the bottom to complete the integration process.
After the access has been granted, you will be redirected to the Birdeye dashboard and an 'Authorized' message will appear right next to Lightspeed.
