Integrate with a CRM tool
under review
Jason Bragg
We use a CRM for managing communication with travellers/prospects and we want this to integrate with Tourwriter so we aren't manually moving information between Tourwriter and our CRM.
It would be great if an Itinerary in Tourwriter could be linked to an Opportunity or Deal in my CRM. All the Itinerary data is managed in Tourwiter but the sales process is managed in CRM and status updates in one platform would trigger a change in the other. ie Itinerary status changes to "confirmed awaiting deposit" and the deal is moved from "Proposal Sent" to "Pending Payment".
I would manage all Contact data in CRM and the integration would populate travellers data in Tourwriter so Itinerary documentation was up to date without any manual data management.
When an Agent is assigned to an itinerary then the Agent in CRM is also associated to the Deal.
etc
CRMs mentioned so far:
- ZohoCRM
- Hubspot
- ActiveCampaign
- Copper CRM
- Pipedrive
B
Blizzard blue Squirrel
MondayCRM
E
Eggshell Lobster
Zoho pretty please
Jason Bragg
marked this post as
under review
L
Lemon glacier Dormouse
Hubspot
N
Neat Moose
If it integrated with a CRM (any of them) it wouldn't hurt to enable another integration with an automation tool such as Zapier.
Glenn Campbell
And Salesforce
M
Marigold Mammal
And another vote for ZohoCRM
R
Reasonable Mole
Adding a vote for ZohoCRM :-)
Jason Bragg
Merged in a post:
TEST Zoho CRM TEST
Tourwriter Support
It would be integrate with zoho crrm
F
Fond Chinchilla
And Keap/infusionsoft
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