Hot Swap Setup via Zapier

Our Zapier integration allows you to tailor the communication in your follow-ups to include price, product name, the last 4 digits of their CC number, etc. This is possible by setting up Zapier to pass information from Spiffy into custom fields in your CRM and then using merge fields for those custom fields within your email.

Zapier also enables you to merge in our Card Swap link into your follow-up emails, where the user can click and update their billing information right from your email. The Card Swap link is a custom magic link that automatically logs them into their portal to just add a new card on file.

For more information on setting this up Click Here.