Sync reservation data with CRM for customer profiling

Purpose

1.1. Automating sync of reservation data with CRM for real-time customer profiling and segmentation.
1.2. Automate updating guest preferences, contact details, previous visits, loyalty status, and feedback into a unified CRM profile for targeted marketing and service.
1.3. Enabling fully automated personalized communication, upselling, and retention campaigns using CRM-triggered flows.
1.4. Automate cross-referencing reservations with social media or guest lists for enhanced data accuracy and profiling.
1.5. Streamline staff tasks by automating customer data flow from restaurant reservation platforms to CRM in real time.

Trigger Conditions

2.1. New reservation is created or updated on the restaurant’s reservation platform.
2.2. Guest modifies or cancels a booking, triggering automated CRM update.
2.3. Manual or automated data import/export schedule.
2.4. API webhook from reservation provider signals reservation-related change.
2.5. Scheduled periodic automated batch data sync task.

Platform Variants

3.1. OpenTable
• Feature/Setting: API Webhooks — configure webhook for reservation.created and reservation.updated events.

3.2. ResDiary
• Feature/Setting: API Integration — direct POST to CRM API for new bookings via ResDiary’s Reservation Webhook.

3.3. SevenRooms
• Feature/Setting: Automated Data Export — enable Export API to push reservation and guest data to CRM endpoint.

3.4. Quandoo
• Feature/Setting: Automated Reservation Synchronization — configure API endpoint to automate JSON POST on booking activity.

3.5. Bookatable
• Feature/Setting: Scheduled Data Export — automated CSV/XML export to CRM FTP/SFTP on schedule.

3.6. Salesforce
• Feature/Setting: REST API — automate creation/update of Lead/Contact via /services/data/vXX.0/sobjects/Contact.

3.7. HubSpot
• Feature/Setting: Contacts API — automate POST/PUT to /crm/v3/objects/contacts for syncing reservation info.

3.8. Zoho CRM
• Feature/Setting: Automate record upsert to Contacts/Leads via /crm/v2/Contacts endpoint.

3.9. Microsoft Dynamics 365
• Feature/Setting: Data Integration API — automate PATCH/POST to /api/data/v9.0/contacts.

3.10. Pipedrive
• Feature/Setting: Persons API — automate POST to /v1/persons to update guest profiles.

3.11. Freshsales
• Feature/Setting: Contacts API — automate POST/PUT requests to /crm/sales/api/contacts.

3.12. ActiveCampaign
• Feature/Setting: Contacts API — automate PUT/POST to /api/3/contacts for enrichment.

3.13. Infusionsoft (Keap)
• Feature/Setting: REST API — automated POST to /contacts or /contact/{id} for syncing new data.

3.14. Mailchimp
• Feature/Setting: Automated Sync to List Members via /lists/{list_id}/members endpoint.

3.15. AirTable
• Feature/Setting: Automated API PATCH to /v0/{baseId}/{tableName} for updating reservation records.

3.16. Google Sheets
• Feature/Setting: Apps Script Automation — automate reservation data append/update with onEdit or custom triggers.

3.17. Intercom
• Feature/Setting: REST API — automate contact data POST/PUT to /contacts route.

3.18. Copper CRM
• Feature/Setting: API Integration — automate POST to /v1/people or /v1/companies endpoint as needed.

3.19. Capsule CRM
• Feature/Setting: API POST to /api/v2/parties to automate creation or update of guest records.

3.20. Insightly
• Feature/Setting: API automation for /v3.1/Contacts to sync reservation information.

3.21. Monday.com
• Feature/Setting: GraphQL API — automate mutation to update board items with reservation/customer info.

3.22. Notion
• Feature/Setting: API Integration — automate database update with reservation details using PATCH /v1/pages.

3.23. Slack
• Feature/Setting: Incoming Webhooks — automated posting of reservation-to-profile updates to CRM-related channels.

3.24. Zoho Creator
• Feature/Setting: Automated API Form submission to update CRM apps via /api/{appLinkName}/form/{formLinkName}.

3.25. SAP Customer Experience
• Feature/Setting: Automated integration via OData service to update Contact entities.

Benefits

4.1. Automates guest data flow for error-free, up-to-date customer profiles.
4.2. Automating guest segmentation supports personalized marketing automations.
4.3. Automatedly ensures data consistency across platforms, reducing manual workload.
4.4. Enables automators to trigger loyalty, feedback, and promotion workflows based on live reservation data.
4.5. Automatable syncing improves customer retention via proactive communications and targeted offers.
4.6. Automating reduces staff time spent on double-entry and manual lookups.
4.7. Automated processes provide scalable solution for multi-location or rapidly growing venues.
4.8. Automation enhances the customer experience through timely, data-driven engagement.