Integration of new customer data into CRM

Purpose

1.1. Automate seamless integration of new customer data from multiple sources (web forms, reservation apps, loyalty signup) into the CRM for Manado restaurant marketing and targeted engagement.
1.2. Enable automated data-driven campaigns, segment-based offers, personalized follow-ups, and efficient customer relationship management tailored for Manado cuisine clientele.
1.3. Centralize customer profiles by automating collection and enrichment from every inbound channel, maximizing future marketing automations and engagement automatable touchpoints.

Trigger Conditions

2.1. Customer submits a reservation or order via online platforms or POS.
2.2. New sign-up form completed on restaurant’s website or third-party food delivery apps.
2.3. Loyalty program enrollment or feedback form submission detected by designated systems.
2.4. Email or SMS campaign responses with "subscribe" or similar trigger detected.

Platform Variants

3.1. Salesforce CRM
• Feature/Setting: automate data entry via "Leads API" (configure with POST /services/data/vXX.X/sobjects/Lead/).
3.2. HubSpot
• Feature/Setting: automate “Contacts API” (POST /contacts/v1/contact) for instant record creation.
3.3. Zoho CRM
• Feature/Setting: automate using “Leads Module API” (POST /crm/v2/Leads) for new guests.
3.4. Microsoft Dynamics 365
• Feature/Setting: automate "Create Contact" via POST /api/data/v9.0/contacts.
3.5. Pipedrive
• Feature/Setting: automate “Persons API” (POST /persons) for guest info capture.
3.6. Freshsales
• Feature/Setting: automate via POST /api/contacts to insert new Manado clientele data.
3.7. Mailchimp
• Feature/Setting: automate audience “Add member” via POST /lists/{list_id}/members.
3.8. Constant Contact
• Feature/Setting: automate "Create a Contact" (POST /contacts).
3.9. ActiveCampaign
• Feature/Setting: automate “Contacts API” (POST /api/3/contacts).
3.10. Intercom
• Feature/Setting: automate “Create User” (POST /users) for registration sync.
3.11. Sendinblue
• Feature/Setting: automate "Create Contact" (POST /contacts).
3.12. Airtable
• Feature/Setting: automate “Create Record” (POST /v0/{baseId}/{tableName}).
3.13. Google Sheets
• Feature/Setting: automate “Append Values” (batchUpdate API) for quick CRM source.
3.14. Typeform
• Feature/Setting: automate webhook or Responses API to push new form entries.
3.15. Jotform
• Feature/Setting: automate via Webhooks or “Create Submission” API to CRM endpoint.
3.16. Shopify
• Feature/Setting: automate Customer Creation Webhook for new orders/signups.
3.17. Square
• Feature/Setting: automate using “Customers API” (POST /v2/customers).
3.18. Toast POS
• Feature/Setting: automate with Toast API “Guest Info” endpoint.
3.19. Zendesk
• Feature/Setting: automate "Create User" (POST /api/v2/users).
3.20. Twilio
• Feature/Setting: automate via SMS webhook triggers to parse and insert opt-in data.

Benefits

4.1. Automates manual data entry, reducing error and staff workload for Manado restaurant marketing.
4.2. Automates and accelerates personalized campaign and offers delivery, increasing customer retention.
4.3. Automator logic supports unified guest profiles, powering omnichannel automatable engagement.
4.4. Drives automated insights, optimizes future automations, and supports growth of Manado cuisine brand.
4.5. Enables fully automated processes for cross-platform, cross-industry integrations, maximizing ROI.