Travel: Deal Creation in CRM (Automation Recipe)

Do you use a CRM to manage your travel agency client pipeline and deals?

This automation lets you create deals for and segment the contacts who express interest in booking travel through your travel agency or travel website. With this travel automation, you can automatically:

- Keep track of which clients are interested in which services or destinations
- Create deals in specific pipelines or at specific stages
- Assign deal owners

When a contact submits a form expressing interest in booking travel through your agency, this automation creates a deal for that contact with the information they submitted, then makes sure they enter the correct pipeline at the correct stage. Through a series of If/Else steps, these automation lets you organize pipelines and deals based on the services the client is interested in.

Before you import this automation, build out an ActiveCampaign form for contacts to request booking information and the custom fields you want to segment by. For this automation, we recommend creating a custom field for "Need a Flight or Hotel?", with the following options available as a dropdown in your form:

- Both Flight and Hotel
- Just a Flight
- Just a Hotel

You can also create a custom field for "Travel Destination" and "Departure Date" where the contact can enter the destination they're interested in and when they plan to travel via the form.

Here's how the travel deal creation in CRM automation works:

1. The automation is triggered when a contact submits a form expressing interest in booking a trip. If you have more than one interest form, you can create a new trigger for each form.
2. If/Else conditions check whether the contact answered "Need a Flight or Hotel?" with "Both Flight and Hotel."
3. If the contact chose "Both Flight and Hotel," the automation creates a deal for the contact who expressed interest in both a flight and hotel reservation. The automation assigns the deal to the pipeline, stage, and deal owner you set.
4. The automation copies the desired destination from the contact details to the specific deal record, as someone may submit multiple travel requests over time. This ensures you have the appropriate data for each inquiry. In our example, we copy the value from a Travel Destination contact custom field to a Travel Destination deal custom field.
5. The automation copies the desired departure date from the contact details to the specific deal record, as someone may submit multiple travel requests over time. This ensures you have the appropriate data for each inquiry. Feel free to build out more actions to move over any other important fields from the contact to the deal such as return date, desired stay location, budget, etc.
6. If the contact did not choose "Both Flight and Hotel," an If/Else condition checks whether the contact answered "Need a Flight or Hotel?" with "Just Flight."
7. If the contact chose "Just Flight," the automation creates a deal for the contact who expressed interest in just a flight reservation. The automation assigns the deal to the pipeline, stage, and deal owner you set. The automation then copies the desired destination and departure date to the specific deal record.
8. If the contact did not choose "Just Flight," an If/Else condition checks whether the contact answered "Need a Flight or Hotel?" with "Just Hotel."
9. If the contact chose "Just Hotel," the automation creates a deal for the contact who expressed interest in just a hotel reservation. The automation assigns the deal to the pipeline, stage, and deal owner you set. The automation then copies the desired destination and departure date to the specific deal record.
10. The automation ends.