What You Need to Know About CRM Integration with Vault Payment Solutions
If you’re running a loyalty program, issuing digital gift cards, and managing employee incentives and expenses, there’s a good chance you’re toggling between tools. If that’s the case, there’s a smarter way to work by integrating your CRM with your payment solution.
This can give you more control, cleaner data, happier customers, and less admin. It’s one of the simplest ways to make your tech stack more efficient, and your marketing and finance teams more aligned.
What Is CRM Integration with Payment Tools?
CRM integration connects your customer database with external platforms, like email marketing, analytics, and in this case, digital payment technologies. When your CRM system talks directly to your payment platform, you can:
- Trigger payments or digital rewards automatically
- Update customer records as soon as payments happen
- Monitor performance of loyalty or incentive programs in real-time
- Reduce double-handling, admin, and human error.
Think of it as building a smoother bridge between your customer insights and your actions. When someone hits a milestone, makes a purchase, refers a friend, or even just signs up – you can reward them right then and there, with minimal effort from your team.
The Power of Real-Time Payment Integration
We talk a lot about real-time engagement in marketing, but that’s only possible if your tools are connected. With Vault’s API integration or SDK integration, your CRM becomes more than just a database. It becomes a command centre where you can:
- Deliver digital prepaid cards instantly
- Reward customers directly via SMS or email
- Top up reloadable cards for employee expenses or performance bonuses
- Capture redemption data automatically
- Trigger follow-up actions based on real behaviours.
The result is reward programs that actually feel more rewarding, because they happen fast, feel seamless, and reinforce your brand from start to finish.
How to Get Started
Integrating Vault into your CRM is easier than you might think, and we’ll help guide you through every step to ensure it aligns with your goals, brand, and business systems.
Step 1. Define your objective
Are you looking to deliver digital rewards, manage staff expenses, run a cash back promotion, or streamline a customer incentive program? Start by identifying your use case. Vault supports a wide range of applications – from loyalty campaigns and sales incentives to reloadable employee expense cards and direct-to-wallet gift card delivery.
Step 2. Choose your integration pathway
Vault offers flexible integration options to suit your setup:
- Use our RESTful API to build custom, automated workflows inside your CRM or internal systems
- Integrate via SDK for a quicker embed with built-in UI components
- Or work with our team for a fully managed integration, ideal if you want hands-on guidance or need support configuring workflows.
Step 3. Set your business rules and triggers
Decide when and how rewards or payments should be issued. For example:
- Send a digital prepaid card when a customer completes a purchase or referral
- Top up a reloadable card after monthly KPI reviews
- Trigger cash back payouts following campaign claims
- Automate expense loads upon approval in your finance system.
We’ll work with you to translate your business rules into automated actions using Vault’s secure and configurable platform.
Step 4. Launch, track and fine-tune
Once your integration is live, you’ll have access to Vault’s real-time analytics, balance tracking, and customer redemption data – all feeding back into your CRM. Use these insights to optimise your campaign, update your triggers, or scale to new audiences as your needs evolve.
From Setup to Success
With Vault, you’re not just adding another tool to your stack, you’re building smarter workflows, better customer experiences, and a stronger connection between your brand and the people who matter most.
From first setup to post-launch optimisation, we’re here to support you every step of the way. Whether you’re looking to automate employee rewards, scale your loyalty program, or simplify business expenses, CRM-payment integration is your gateway to better results and greater impact with less effort.
Simpler, faster digital payments technology
Vault Payment Solutions is revolutionising the way you connect with consumers.
- Acquire new customers
- Retain current customers
- Reward staff
- Capture rich data and lift product engagement
- Increase basket size and drive repeat purchases
Innovate with Vault Payment Solutions! Our team of inventors and technologists set out to provide Australia’s businesses with the means to innovate.