HubSpot + Rezdy: A Seamless Booking and Marketing Stack for Tour Operators

Tour operators juggle multiple tasks, from capturing leads across various channels (e.g., website forms, social media, email inquiries) to managing bookings and ensuring timely customer follow-ups. Common pain points include:

• Fragmented Systems: Separate tools for marketing, sales, and bookings create data silos, leading to inefficiencies.
• Manual Processes: Entering booking data into a CRM or following up with leads manually is time-consuming and error-prone.
• Missed Opportunities: Without automation, leads may fall through the cracks, and customers may not receive timely communication.
• Remarketing Gaps: Engaging past customers with relevant offers requires segmentation and automation, which manual systems lack.

HubSpot is an all-in-one platform combining CRM, marketing automation, sales tools, and customer service software. For tour operators, its key features include:

• Lead Management: Capture and organise leads from multiple sources, such as website forms or social media campaigns.
• Email Marketing: Send personalised emails to nurture leads and engage customers at every stage of their journey.
• Automation: Create workflows to automate repetitive tasks, like sending follow-up emails or updating customer records.
• Reporting: Analyse marketing and sales performance to identify which campaigns drive the most bookings.

HubSpot’s flexibility makes it ideal for tour operators seeking to streamline marketing and customer relationship management.

Rezdy is a cloud-based booking and management system tailored for tour operators, activity providers, and attractions. Its core features include:

• Online Bookings: A user-friendly booking engine for customers to reserve tours, activities, or rentals.
• Payment Processing: Secure payment gateways for seamless transactions.
• Operations Management: Tools to manage inventory, staff schedules, and customer bookings.

Rezdy simplifies the operational side of tour businesses, ensuring smooth booking processes and efficient resource management.

The HubSpot Rezdy integration bridges the gap between booking management and CRM, offering several benefits:

• Centralised Data: Syncing Rezdy bookings to HubSpot ensures all customer and booking information is stored in one place, reducing data silos.
• Automated Workflows: Travel CRM automation eliminates manual tasks by automating processes like creating contacts or sending follow-up emails.
• Enhanced Customer Insights: Booking data in HubSpot provides deeper insights into customer behaviour, enabling personalised communication.
• Improved Marketing: HubSpot’s tools allow tour operators to create targeted campaigns based on booking history, increasing engagement and conversions.

This integration empowers tour operators to focus on delivering exceptional experiences rather than managing disparate systems.

While there is no native integration between HubSpot and Rezdy, tour operators can use third-party tools like Zapier to connect the two platforms. Zapier enables automated workflows, or “Zaps,” that sync data between apps. Here are two key examples:

Example 1: Create HubSpot Contacts from Rezdy Customers

• Trigger: A new customer is created in Rezdy (e.g., when a booking is made).
• Action: A new contact is automatically created in HubSpot.

This ensures that every new customer is added to your CRM, eliminating manual data entry and enabling immediate follow-up.

Example 2: Create HubSpot Deals from Rezdy Orders

• Trigger: A new order is created in Rezdy.
• Action: A new deal is created in HubSpot.

This keeps your sales pipeline updated with the latest bookings, allowing sales teams to track revenue and follow up effectively.

Syncing Rezdy bookings to HubSpot offers several advantages for tour operators:

1. Centralised Customer Data

• All customer information, including booking history, preferences, and interactions, is stored in HubSpot’s CRM.
• This eliminates the need to switch between systems, providing a complete view of each customer for better decision-making.

2. Automated Lead Nurturing

• HubSpot’s workflows automate follow-up emails based on booking status, such as confirmations or reminders.
• This reduces manual effort and ensures consistent communication, improving customer satisfaction.

3. Improved Sales and Marketing Alignment

• Sales teams can access booking data in HubSpot to follow up with customers, such as offering additional services.
• Marketers can use booking data to create targeted campaigns, aligning efforts with sales goals.

4. Enhanced Customer Experience

• Personalised communication based on booking history builds trust and loyalty.
• Automated reminders and follow-ups ensure customers feel supported throughout their journey.

Research suggests that businesses using CRM automation can reduce manual tasks by up to 40%, allowing tour operators to focus on delivering high-quality experiences.

The HubSpot Rezdy integration offers tour operators a powerful solution to streamline lead-to-booking workflows, automate customer communication, and enhance remarketing efforts. By syncing Rezdy bookings to HubSpot, operators can centralise data, automate nurture sequences, and deliver personalised experiences that drive customer loyalty and repeat bookings. While setting up the integration via tools like Zapier requires some initial effort, the long-term benefits in efficiency, customer satisfaction, and revenue growth make it a worthwhile investment.