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Add customer from external application

Brian E
Jul 9, 2023 6:54 AM
Joined Apr, 2023 1 post

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 Team Member Joined Aug, 2019 1691 posts