Integration of online bookings with CRM

Purpose

1.1. Enable seamless transfer of online booking details for aircraft rentals into CRM for unified customer management, follow-up, scheduling, document management, analytics, and compliance.
1.2. Eliminate duplicate data entry, minimize manual errors, enhance customer experience, and empower sales and operations with real-time data.
1.3. Track booking status, automate notifications, trigger invoicing, and update client profiles based on booking behavior.

Trigger Conditions

2.1. New online booking is confirmed on the rental portal.
2.2. Modification or cancellation of a booking.
2.3. Receipt of online booking payment or deposit.
2.4. Customer profile is created or updated.
2.5. Booking reaches “ready for dispatch” status or post-flight completion.

Platform Variants

3.1. Salesforce
• Function: REST API — Create/Update Lead or Opportunity.
• Sample: Configure "Create Record" in Salesforce for object “Lead” on new booking.

3.2. HubSpot
• Function: CRM API — Create/Update Deal or Contact.
• Sample: Configure “Create Contact” endpoint with booking payload.

3.3. Microsoft Dynamics 365
• Function: Web API — Create Booking Entity.
• Sample: Map booking fields to “Booking” entity via HTTP action.

3.4. Zoho CRM
• Feature: API v2 — InsertRecords module.
• Sample: Configure “Bookings” in Zoho with mapped form fields.

3.5. Pipedrive
• API: POST /deals endpoint with booking info.
• Sample: Push flight booking details to create new deal.

3.6. Freshsales
• Function: API — Create Lead.
• Sample: Pass aircraft type, date, and client to “create_lead”.

3.7. Insightly
• REST API v3.1 — Add a new Project or Contact.
• Sample: Post booking data for customer as new Project.

3.8. NetSuite CRM
• Function: REST API — Create Customer/Job.
• Sample: Automate Customer creation on NetSuite via SuiteTalk API.

3.9. Monday.com
• Feature: Create Item API for board “Bookings.”
• Sample: Push confirmed booking as new item, linked to client pulse.

3.10. ActiveCampaign
• API: POST /contacts/sync — Add/Update Contact.
• Sample: Sync customer details and booking reference.

3.11. Google Sheets (as lightweight CRM)
• API: Append Row to Booking Sheet.
• Sample: Structure sheet fields as CRM records to auto-add.

3.12. Airtable
• Function: API — Create Record in “Rental Bookings” base.
• Sample: Map each online booking as a row with full info.

3.13. Zendesk Sell
• Feature: Contacts API — Create/Update Lead.
• Sample: Map form submission data to contacts POST endpoint.

3.14. SugarCRM
• REST API v11 — POST /Leads endpoint.
• Sample: Automate creation of lead with full booking snapshot.

3.15. Copper CRM
• Feature: POST /people endpoint with booking details.
• Sample: Automate new contact for each booking.

3.16. Capsule CRM
• Feature: API — Add Party/Opportunity.
• Sample: Push booking as opportunity record with client data.

3.17. Bitrix24
• REST API — crm.lead.add method.
• Sample: Configured to auto-create CRM record per booking.

3.18. Keap (Infusionsoft)
• API: /contacts endpoint — Create or Update.
• Sample: Sync booking form data to Keap contacts.

3.19. Odoo
• API: /web/dataset/call_kw/crm.lead/create
• Sample: Map aircraft rental data to new CRM entry.

3.20. SAP C4C (Cloud for Customer)
• OData API — Create new Lead/Service Request.
• Sample: Booking payload mapped to OData service for leads.

Benefits

4.1. Prevent booking mismanagement and ensure all rentals are reflected in CRM for easy tracking.
4.2. Enable quick follow-ups and reminders for incomplete or unpaid bookings.
4.3. Facilitate personalized customer communication pre- and post-flight.
4.4. Automate reporting and analytics for occupancy, repeat business, and customer value.
4.5. Minimize operational delays, boosting team productivity and customer satisfaction.