I'm trying to pull booking info like the Booked Date and Arrival Date into my CRM but having trouble as it has to match on email or phone which are in the contact. I've got other zaps pulling contact info into my crm but can't get booking info.
I tried pulling the guest id into my crm and matchig on that but seems it will only match based on the phone or email which is in the contact not the booking.
Has anyone been successful doing a lookup the guest email in zapier?
I use Zapier to pull guest contact info into Quo (my digital guest phone line). I have to use multiple steps to get all the information I need, which sounds like it could apply to your use-case as well. I have to do a Booking Lookup as well as a Contact Lookup. Maybe give something like that a try?
Hi Jennifer,
If I understand correctly you are trying to connect an existing contact in Quo to a booking in OwnerRez.
When OwnerRez sends a signal (webhook, booking created/updated) the Zap will receive the (OwnerRez) guest_id.
Then pass this guest_id to OwnerRez' Guest Lookup block, so all the data that Ownerrez has/exposes about the guest comes to Zap.
Finally you can use the "Create or Update Contact" block from Quo and pass the details that were received from OwnerRez.
This will only work if the guest used the same email / phone number for the booking as how they are known in Quo.
Is there a specific step that is causing a problem?
It's actually GHL GoHighLevel also called LeadConnector but same thing essentially
I can get it to work for guest contact info But I can't get it to pull the booking info like booked date and arrival date
to bring into my contact manager. I tried attaching a guest id and matching the guest id but keep getting an error And the phone/email is attached to the contact record in ownerrez.
"The app returned "Pass at least one of number, email query parameter"."
"The LeadConnector API requires either an email or phone number as a query parameter to find the contact, even if you're using a custom field for matching. This is an API limitation."
how do I get the email/phone # into the booking? so that I can match to GHL LeadConnector?
Hi Jennifer,
It's hard to assist without seeing your exact Zap setup. As Emond outlined, there would need to be a second OwnerRez step in the Zap to fetch the guest details. This should look something like this:
Then you'll get the phone numbers array back from step 2 and you can use it for subsequent steps:
I'm afraid I can't help with other Zap connections beyond OwnerRez. I suggest reaching out Zapier support directly if there are issues outside the OwnerRez connection.
