Reservation & Customer ManagementPurpose
1.2. Automate parsing and structured storage of guest preferences, visit history, dietary needs, loyalty status, and feedback for targeted hospitality.
1.3. Automate bi-directional syncing of reservation and guest information between booking tools and diverse CRM platforms for actionable guest insights and personalized service delivery.
1.4. Automate anonymized data aggregation for automated marketing segmentation, compliance, and regulatory reporting.
Trigger Conditions
2.2. Update to guest profile (e.g., dietary preferences added, phone/email changed, loyalty status updated).
2.3. Guest check-in event logged at host stand, POS, or table management system.
2.4. Guest feedback or survey completion post-visit.
Platform Variants
3.1. OpenTable API
• Feature/Setting: Webhooks for new reservation events; automating real-time reservation data push to CRM.
3.2. Resy API
• Feature/Setting: Automated outbound reservation notifications to trigger CRM customer profile creation or update.
3.3. SevenRooms API
• Feature/Setting: Automate guest tag sync and customized field mapping for loyalty and dietary needs.
3.4. Twilio Programmable SMS/Voice
• Feature/Setting: SMS or voice reservation data capture automatedly sent to CRM using webhooks.
3.5. Zendesk Sell CRM
• Feature/Setting: Automated pipeline stage update, guest contact sync via API PATCH/POST.
3.6. HubSpot CRM
• Feature/Setting: Automated contact creation and engagement tracking using “Create Contact” and “Log Event” API endpoints.
3.7. Salesforce
• Feature/Setting: Automate “Create/Update Lead” and “Upsert Contact” actions using REST API endpoints.
3.8. Zoho CRM
• Feature/Setting: Automatedly map reservation details to custom guest records via “Leads” or “Contacts” modules.
3.9. Microsoft Dynamics 365
• Feature/Setting: Automated workflow triggers upon new reservation for guest record creation.
3.10. Mailchimp
• Feature/Setting: Automate subscription of guest contact to restaurant marketing list via “Add Member to List” API.
3.11. Google Sheets
• Feature/Setting: Automated row appending for guest reservation data logging, timestamped for compliance.
3.12. Slack
• Feature/Setting: Automated notification to host/management channel for VIP guest arrival or feedback using incoming webhooks.
3.13. Airtable
• Feature/Setting: Automate record creation in “Guests” table with reservation and visit data.
3.14. Pipedrive CRM
• Feature/Setting: Automatedly create/update person record using “Add Person” API with reservation details.
3.15. Bitrix24
• Feature/Setting: Automate lead and contact enrichment by integrating reservation details using REST API.
3.16. Intercom
• Feature/Setting: Automated CRM contact sync and event logging following guest reservation or feedback.
3.17. Freshsales CRM
• Feature/Setting: Automate lead update with reservation context using “Update Lead” endpoint.
3.18. Notion
• Feature/Setting: Automate addition of guest notes and preferences to guest database using API.
3.19. Webflow Forms
• Feature/Setting: Automate form submission capture and push guest data to CRM endpoints.
3.20. WhatsApp Business API
• Feature/Setting: Automate reservation confirmation and data collection via interactive messages directly updating CRM.
3.21. Typeform
• Feature/Setting: Automate guest survey feedback parsing and mapping to CRM via webhook integration.
3.22. Shopify
• Feature/Setting: Automate syncing of restaurant event product purchases and guest contact to CRM for reservation-linked events.
Benefits
4.2. Enables automated CRM enrichment for hyper-personalized guest service.
4.3. Automates real-time guest record updates for dynamic preferences and loyalty status.
4.4. Enables automatable guest segmentation and marketing flows for event targeting.
4.5. Supports automating compliance documentation and reporting for regulatory standards.
4.6. Reduces staff workload via automated syncing and notification, ensuring efficient reservation management.