Sync corporate accounts and bookers from the PMS into the hotel CRM
Every Monday new companies and contacts are in the CRM after your approval, with last week’s stays and revenue.
- Trigger
- weekly, Monday
- Guide value
- ≈ 9 minutes per property and day (estimate)
- Systems
- PMS
- CRM & leads
Today
Companies and their bookers are in the PMS; in the CRM they are missing or out of date.
Afterwards
Every Monday new companies and contacts are in the CRM after your approval, with last week’s stays and revenue.
How to set it up
- 01
Describe the task
In plain language, the way you would explain it to a new colleague. The description below is a starting point.
- 02
Review the first run
Discontinue shows you the result before anything runs on a schedule.
- 03
From then on it runs
On a schedule or when something happens. You can change it in chat at any time.
Every Monday at 7:00, match last week’s corporate reservations from the PMS with our CRM. Only take companies and their booking contacts, never private guests. If a company or contact is missing in the CRM, create it; for existing ones, add the week’s stays, room nights and revenue. If a company looks like a duplicate, create nothing and send it to me. Only write to the CRM after my approval.
Step by step in the documentation: Create an agent in chat.
What the result looks like
The agent works from your description and reports what it did and what is open.
What stays with you
You approve what goes into the CRM. Private guests stay out, and a person merges duplicates.
- Companies with bookings
- 19
- New in the CRM
- 3 companies, 4 contacts · approved
- Possible duplicate
- 1 · sent to you
Sample data. Your output uses your property’s data.
Systems and permissions
| Software, any one of them | Access | What for |
|---|---|---|
| PMS | read | Read corporate reservations, companies and booking contacts |
| CRM & leads | read and write | Find companies and contacts, create and update them after approval |
| Team channels (optional) | write | Deliver the result to the team inbox or channel |
Apaleo
Oracle OPERA Cloud
Cloudbeds
Beds24
Hospitable
Pipedrive
Attio
Close
Slack
TelegramWhich data and actions are available depends on each system’s interface. When you connect a system you decide what is granted; every run is logged.
Frequently asked questions
Do private guests end up in the CRM?
No. Only companies and their booking contacts from corporate reservations are synced. You describe how to recognise a corporate reservation when you set it up.
Which permissions does “Corporate accounts into the CRM” need?
PMS (Apaleo, Oracle OPERA Cloud, Cloudbeds, Beds24, or Hospitable): read, Read corporate reservations, companies and booking contacts; CRM & leads (Pipedrive, Attio, or Close): read and write, Find companies and contacts, create and update them after approval. When you connect a system you decide which areas and actions are granted. Everything else stays off-limits.
What happens when a rule does not apply?
Agents only work with the systems and actions you granted. Where a rule does not apply, a person decides, and every step is logged.