Create CRM contact from new booking, update history
Create CRM contact from new booking, update history
Your boat bookings often leave guest contact details siloed and reps without rental history for upsells or service. Contact and rental history stay current for same-day follow-up.
Workflow preview:
Zap details:
Overview
Bookings frequently land only in the reservation system, leaving sales and care teams without rental history. This flow creates or updates CRM contacts and keeps last rental date and lifetime spend current so your team can follow up same day.