Add customer from external application
Brian E
Jul 9, 2023 6:54 AM
Member for 3 years
2 posts
Is there any way to add a customer/guest to OwnerRez from an external app? I've got a CRM that I collect guest information (name, phone, email) from Facebook lead ads. I'd like to add the potential customer information to OR as when they ask for a quote for a certain date range I will already have their info in OR.
I've tried Zapier, which my CRM and OwnerRez both have integrations, however the ability to push to OwnerRez is very limited. I just need to create the customer in OR.
I'm currently generating an inquiry via email to do this, which works, but also really clutters up the inquiry list.
Ken T
Jul 13, 2023 11:53 AM
OR Alum
Member for 7 years
1704 posts
Yes, this can be done using our open API: