Connect a form to your CRM to automate your bookings

Why connect your form to a CRM?

Key features • Automatic synchronization of collected leads • Improved marketing organization for your hotel • Automated email triggering after each submission • Centralized tracking of customer requests

Integrating a form with a CRM allows your hotel to more efficiently manage incoming requests, newsletter subscriptions, and booking intentions. Once connected, each submission is automatically sent to your marketing tool, facilitating sales tracking and fueling your automated campaigns.

How to connect a form to a CRM from your website

In your project, each form can be easily linked to a third-party tool. Simply use a communication system between your website and your chosen CRM. You can either use a native integration provided by the CRM or use an external connector if your solution offers one.

💡 Tip: before making the connection, precisely identify the necessary fields (name, email, message, language, source…) to ensure a clean and usable synchronization for your marketing team.

Configure data collection and transmission

Once you've selected a solution, activate the automatic receipt of form data in your CRM. The tool will instantly save it to a list or pipeline, depending on your configuration.

Also, verify that the form fields correspond to the CRM fields to avoid any mapping errors. This allows you to centralize customer information, improve the user experience, and structure your marketing efforts.

💡 Tip: Consider defining a list or audience dedicated to prospects coming from your hotel website. This will make it easier to send targeted campaigns such as seasonal offers or promotional stays.

Test the integration before going live

Submit a test via your form to verify that the data is correctly uploaded to your CRM. Check: • that the fields are received correctly • that the contact is automatically created • that an email or workflow is triggered, if applicable

If everything is working, you can publish with peace of mind.

Optimize conversion through CRM integration

Once the connection is operational, you will be able to segment your audiences, refine your marketing campaigns, and personalize your messages based on visitor behavior. This improves conversion rates and strengthens customer relationships throughout the entire hotel experience.

💡 Tip: Automate a welcome email as soon as a contact signs up via your form. This is one of the best practices for immediately engaging the prospect.

Conclusion

Linking a form on your hotel website to a CRM system enhances your marketing efficiency and simplifies lead management. You save time, improve follow-up, and offer a better experience to future guests.