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Rezgo Import Contacts into CRM

Automatically add your Rezgo customers into a CRM after they make a booking through your Rezgo online booking engine.

Install the Custom Reminder plugin

  1. Install the Rezgo Import Contacts plugin in your WordPress admin by going to 'Plugins / Add New' and searching for 'Rezgo' OR upload the 'wp-rezgo-to-crm’ folder to the /wp-content/plugins/ directory
  2. Activate the plugin through the 'Plugins' menu in WordPress

Plugin Configuration and Settings

In order to use the , your Rezgo account must be activated. This means that you must have a valid credit card on file with Rezgo before your plugin can connect to your Rezgo account.

  1. Make sure the Rezgo Import Contacts plugin is activated in WordPress.
  2. Add your Rezgo account CID and API KEY in the plugin settings and click the 'Save Changes' button.
  3. Select your CRM from the menu provided.
  4. In the field mapping table, add your CRM specific fields in the space next to the corresponding Rezgo field.
  5. Save your changes.
  6. You can select additional CRMs if you like.
  7. Add the webhook URL to your Rezgo notifications.
  8. To test your importer, create a new front-end booking on your Rezgo account. The new customer booking data will be pushed into your CRM via the webhook.

Requires: 3.0.0 or higher
Compatible up to: 3.6.1
Last Updated: 2014-2-11
Downloads: 101

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