Customer profile creation and segmentation from reservations

Purpose

1. Automate customer profile creation and segmentation based on incoming reservation data for English restaurants, allowing tailored marketing, loyalty, and service customization.

2. Automating extraction of customer details and preferences from reservation channels to build unified profiles.

3. Segment customers automatically by visit frequency, spending, dietary needs, special events, or demographics for targeted automations.

Trigger Conditions

1. New reservation submitted via website, app, phone, or partner platforms.

2. Reservation data updated (change in date, party size, customer notes).

3. Customer cancels or modifies an existing reservation.

Platform Variants

1. OpenTable

• Feature/Setting: Automate webhook or API reservation endpoints; send new reservation data to automation workflow.
  

2. Resy

• Feature/Setting: API access — automate retrieval of guest info upon reservation confirmation.
  

3. SevenRooms

• Feature/Setting: Automate "Guest Data API" for customer detail extraction, triggering segmentation automations.
  

4. Toast POS

• Feature/Setting: Automated reservation sync from Toast API to customer CRM; trigger on booking events.
  

5. Salesforce

• Feature/Setting: Automated Contact creation via REST API, configuring segment tags with reservation metadata.
  

6. HubSpot

• Feature/Setting: Automate contact properties sync with reservation fields using Workflows API.
  

7. Zoho CRM

• Feature/Setting: Automatedly create Leads/Contacts and assign segmentation fields via reservation API post.
  

8. Mailchimp

• Feature/Setting: Automated Audience member creation; trigger email segmentation using reservation intents.
  

9. Segment

• Feature/Setting: Capture and automate customer event traits from reservations for real-time segmentation.
  

10. Zapier

• Feature/Setting: Automate workflow triggers (New Reservation); push customer data to CRMs/send to mailing lists.
  

11. Make (Integromat)

• Feature/Setting: Automated parsing of reservation emails or webhook payloads to structured profiles.
  

12. Google Sheets

• Feature/Setting: Automate appending new rows with reservation data, then trigger scripts for customer segmentation.
  

13. Slack

• Feature/Setting: Automated notification to channel on customer segment updates; use Slack API to post messages.
  

14. Intercom

• Feature/Setting: Automatically create/update user profiles from booking data using the Contact API.
  

15. Twilio

• Feature/Setting: Use programmable SMS to automate welcome messages to segmented customer groups.
  

16. SendGrid

• Feature/Setting: Automate contact list updates and segment-targeted automated email sequences.
  

17. Facebook Graph API

• Feature/Setting: Automatically sync profiles for reservation customers using Facebook login or Messenger bots.
  

18. Stripe

• Feature/Setting: Automate profile tagging through Stripe Metadata when payment processed with reservation.
  

19. Shopify

• Feature/Setting: Automated customer creation on checkout/reservation, segmented by order tags.
  

20. Microsoft Power Automate

• Feature/Setting: Automate multi-platform flows to extract, process, and segment reservation-driven customer data.
  

21. Klaviyo

• Feature/Setting: Automatically segment email audiences based on captured reservation events.
  

Benefits

1. Automate removing manual entry and improve accuracy of customer segmentation.

2. Automated customer profiles enable targeted marketing, loyalty rewards, and personalized dining experiences.

3. Automation scales with increasing reservation volumes, boosting efficiency.

4. Automated segmentation supports actionable analytics and better customer retention.

5. Automating profile enrichment from diverse channels centralized for operational automations.