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Customer Success Software that Integrates With Beamer

How to Connect Beamer and Akita

Step 1

Step 1

Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.

Step 2

Step 2

Click the Connect Provider button.

Beamer

Step 3

Select Beamer from the list of available integrations.

Step 4

Step 4

Fill in the form to complete the connection. For this, you will need your API Key from your Beamer account.That’s it – all done!

Your Beamer Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Beamer data.

 

  • This data will appear alongside all your other customer interactions for a 360° view.

  • Segment your accounts based on data from your Beamer account, and from your other business tools.

  • Define lifecycle stages and make sure customers stay on track.

  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.