CRM / Guest Data

CRM & Guest Sources

Connect or import customer, guest, audience, and loyalty data to give marketing insights more context. This helps the system understand who your customers are, how they engage, and what actions matter most.

HubSpot

Setup availableCRM

Connect or import HubSpot CRM data to understand contacts, lifecycle stages, campaigns, lead sources, and customer engagement.

Manage HubSpot Source

Salesforce

Setup availableCRM

Use Salesforce data to connect customer relationships, sales pipeline movement, and marketing activity in one workflow.

Manage Salesforce Source

Mailchimp

Setup availableEmail / CRM

Import or connect email audience, campaign, open rate, click rate, and subscriber activity data from Mailchimp.

Manage Mailchimp Source

Klaviyo

Setup availableEmail / CRM

Use Klaviyo customer, email, SMS, and ecommerce engagement data to power reporting and marketing insights.

Manage Klaviyo Source

SevenRooms

Setup availableGuest CRM

Import guest profiles, visit history, segments, and hospitality CRM data from SevenRooms.

Manage SevenRooms Source

OpenTable GuestCenter

Setup availableGuest CRM

Use guest notes, visit patterns, reservations, and dining behavior to add context to reputation and marketing reports.

Manage OpenTable Source

General CRM Import

AvailableUniversal import

Upload contact lists, audience exports, guest data, loyalty reports, or CRM summaries from any platform.

Import CRM Data

How this category works

CRM and guest data can help connect marketing activity to customer behavior, segment performance, loyalty trends, audience growth, and repeat engagement.