1.Detect contact group assignment
Integrate Keap and CRM contact group filters to detect when a contact is assigned, so you can trigger booking request emails.
Send reservation request emails to partner reservations desk
Automatically monitor contacts added to a configured CRM contact group across Keap. Get reservation request emails when contact group matches, booking fields are complete, or submission notes are added—so you can send details to partners, speed follow-up, and reduce manual copying without manual reporting.
How this automation sends partner reservation requests
When contacts are added to the configured CRM contact group, delays can prevent partner reservations staff from receiving complete booking details. This automation monitors group assignments, gathers booking fields in Keap, and sends formatted booking request emails in Gmail—so your team can follow up fast without manual email copy work.
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2.Lookup contact and booking fields
Integrate Keap and data mapping tools to gather key booking fields, so you can populate reservation request details.
3.Send formatted booking request
Integrate Gmail and email routing to send partner booking request emails, so you can include subject and body details with audit CC.
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Explore all reservation management automations
Simplify reservation workflows with automated booking intake, calendar updates, and guest notifications
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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