Connecting Customer Lobby to Service Fusion

Best Suited for:

• Marketing managers and back office staff
• Users responsible for customer retention and engagement
• Businesses looking to automate customer follow-up

Important Information:

• You must have an active Customer Lobby account
• Integration setup is done through a dedicated onboarding process
• Customer Lobby will sync customer data from Service Fusion to automate outreach

Strategic Workflow:

• Schedule a demo with Customer Lobby to determine the right plan
• Complete onboarding and integration setup
• Launch automated campaigns based on your customer data

Process Description:

1. Visit the Customer Lobby + Service Fusion integration page
2. Click Schedule a Demo to begin the onboarding process
3. Fill out the form with your contact and company information
4. A Customer Lobby representative will contact you to complete the setup
5. Once integrated, Customer Lobby will begin syncing customer data from Service Fusion
6. Set up your first campaign using postcards, emails, or texts