Corporate & Group ServicesPurpose
1.2. Automating guest group requests, price calculations, quote customization, approval flows, contract generation, and communication steps, targeting budget lodging corporate bookings.
1.3. Automatically integrate CRM, PMS, and communication layers, ensuring seamless group service workflow from initial inquiry to booking confirmation.
Trigger Conditions
2.2. Automatedly detecting direct email requests to configured group sales inboxes.
2.3. Triggered by incoming phone calls logged into CRM or PMS.
2.4. API call from corporate travel platforms requesting group pricing.
Platform Variants
• Feature/Setting: Use the Salesforce Flow Builder or Apex Triggers to automate proposal and quote generation upon new Opportunity creation.
3.2. HubSpot
• Feature/Setting: Configure Workflow Automation with “Create Deal” trigger from Group Services webform submission.
3.3. Zoho CRM
• Feature/Setting: Automate Quotes using Zoho CRM’s Blueprint and Quote API.
3.4. Microsoft Power Automate
• Feature/Setting: Automate by connecting forms or email triggers to proposal document generation using Microsoft Word Template API.
3.5. Google Workspace
• Feature/Setting: Automating Sheets/Docs creation and email using Google Apps Script functions (onFormSubmit/e-mailApp).
3.6. Freshsales
• Feature/Setting: Automated workflow to generate and attach PDF proposals to Deals.
3.7. Pipedrive
• Feature/Setting: Automate activities using Workflow Automation “Deal Created” and connect to esignature add-ons.
3.8. DocuSign
• Feature/Setting: Automator sends quote and contract using Send API to clients for digital approval.
3.9. PandaDoc
• Feature/Setting: Use PandaDoc API “Create Document” to automate proposal generation and tracking.
3.10. Slack
• Feature/Setting: Use Slack App Workflow Builder for automated alerts to sales teams on new quote requests.
3.11. Mailgun
• Feature/Setting: Automate transactional email sending of quotes using Mailgun Send API.
3.12. Twilio
• Feature/Setting: Automator SMS or WhatsApp notifications to clients confirming proposal sent using Programmable Messaging API.
3.13. Airtable
• Feature/Setting: Automating record creation and updating in Group Booking table upon submission.
3.14. Booking.com for Business API
• Feature/Setting: Use API endpoints to automate room availability checks and quote response.
3.15. Zapier
• Feature/Setting: Multi-step automation integrating forms, CRM, and email quote workflows.
3.16. Intercom
• Feature/Setting: Automating instant quote responses via chat and follow-up using Intercom Workflows.
3.17. Trello
• Feature/Setting: Automate card creation and status updating for sales pipeline tracking via Power-Ups or API.
3.18. Asana
• Feature/Setting: Automator creates tasks for follow-up on group proposals sent using Rules.
3.19. DocFusion
• Feature/Setting: Automate template-based proposal document generation using DocFusion Designer and API.
3.20. Stripe
• Feature/Setting: Automate invoice generation and payment links for accepted group quote using Payment Intents API.
3.21. QuickBooks Online
• Feature/Setting: Automated quote/invoice sync via QuickBooks API upon booking approval.
3.22. Monday.com
• Feature/Setting: Automate tracking of group proposal statuses using “Item Created” automations and integrations.
Benefits
4.2. Automates document generation, approval, and tracking to minimize manual errors.
4.3. Facilitates seamless collaboration between sales, operations, and finance with automation triggers and updates.
4.4. Automating follow-ups increases conversion rates from inquiry to booking.
4.5. Automates multi-platform communication, ensuring no request or response is missed.
4.6. Scalability for high-volume corporate requests via custom automation flows.
4.7. Enhances customer experience with faster, more accurate quoting and transparent process automations.