CRM / CRM - Upsell

Two Way Sync of Customer preferences, guest data pulled from Cloudbeds to the CRM and preferences posted back to Cloudbeds into dedicated fields.

CRM - Customer Relationship Management

• To see the guest details use getGuestByFilter (*)

• To see guest notes see getGuestNotes.

• To see dedicated custom fields created by the property see getCustomFields (*)

• Use postCustomField to create specific fields e.g. Room preference, smoking preference. (*)

• Use putGuest to update the corresponding guest preference. (*)

• Use postGuestNote to update a note specific to 1 property.

(*) CRM Category Certification Mandatory Requirements.

Two Way Sync of Customer preferences. Any customer preferences or data which are set by hotel staff are synced back to Cloudbeds, either into dedicated fields or custom fields. (*)

CRM - Upsell - Customer Relationship Management

If your CRM platform supports Upsell please refer to Upsell Items Check-in / Upsell / Upgrade
Two Way Sync of any upsold products, any items or upgrades sold via the CRM platform are synced back to Cloudbeds including full-price and tax information for items to the folio.

(*) CRM - Upsell Category Certification Mandatory Requirements.