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- Travel Agency CRM
- Integrations
Integrations
Plan the external itinerary, booking and email connections your agency uses.
- Travel Agency CRM
- Itinerary source
- Booking system
- Email delivery
Systems to connect
- Itinerary source. Decide how the itinerary reference in a travel proposal matches the itinerary managed by the agency.
- Booking system. Agree how booked traveller quantity is checked against the agency’s booking record.
- Email delivery. Decide how a proposal email activity is reconciled with the message sent to the client.
How connections are governed
The agency chooses the owner of each connection and the source of truth for external identifiers. Test an example trip from proposal submission through review, then compare the opportunity, activity and receipt with the external record. Keep a way to resolve a failed or needs-review receipt before the manager treats the action as complete.
Set up Travel Agency CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.