Collab Travel CRM Destination

1. Log in to your Collab Travel CRM account.
2. Navigate to Settings > Integrations.
3. Go to the Segment integration card.
4. Click Generate Webhook Secret. Copy the secret - you need this to configure the destination in Segment.

To set up the Collab Travel CRM destination in Segment:

1. From the Segment web app, go to Connections > Catalog.
2. Search for "Collab Travel CRM" in the Destinations Catalog, and select your destination.
3. Configure your destination.
4. Choose the source you want to connect the destination to.
5. Paste the API Key (Webhook Secret), generated in the Collab Travel CRM dashboard, into the Segment connection settings.
6. Save your settings.

Collab Travel CRM automatically maps Segment data to CRM contacts:

Collab Travel CRM supports Segment's Identify and Track methods.

Send Identify calls to create or update Contacts in Collab Travel CRM.

To configure how user traits are mapped to Collab Travel CRM Contact fields, check the Mappings tab in the destination settings for your Collab Travel CRM destination.

Here's an example of an Identify call payload:

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{
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  "type": "identify",
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  "userId": "123456",
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  "traits": {
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    "firstName": "Grace",
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    "lastName": "Hopper",
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    "email": "grace@example.com",
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    "phone": "+1234567890"
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  }
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}

Send Track calls to log events to the Contact's activity timeline.

Here's an example of a Track call payload:

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{
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  "type": "track",
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  "event": "Trip Booked",
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  "userId": "123456",
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  "properties": {
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    "destination": "Paris",
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    "revenue": 5000
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  }
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}

This destination supports the following events:

• Trip Booked: Sent when a booking is confirmed. This includes revenue, currency, and destination details.
• Lead Created: Sent when a new client profile is created.
• Proposal Sent: Sent when an agent shares a proposal.
• Review Submitted: Sent when a client submits a review.

Track when a customer books a trip. This event follows the Segment E-commerce spec.

Track when a new lead is captured.

Track when a proposal is sent to a client.

Track when a client submits a review.

You can generate an API (Webhook Secret) in your Collab Travel CRM dashboard. For more steps on how to do so, refer to the Getting started section.

When an Identify event is received for an email that already exists in your CRM, the contact is updated with the new information rather than creating a duplicate.

Collab Travel CRM attempts to create a new Lead/Contact if the email address in the Identify call does not match an existing record.

Yes, all inbound Segment events are logged in the Segment Activity Log, which is accessible from the Integrations settings page.

Collab Travel CRM is hosted on Supabase infrastructure with global edge functions, providing low-latency data ingestion worldwide.

For additional support, contact support@collabtravelcrm.com.

Collab Travel CRM has the following presets

Build your own Mappings. Combine supported triggers with the following Collab Travel CRM-supported actions:

• Track Event
• Identify User

Send track events (bookings, leads, page views) to Collab Travel CRM.

Track Event is a Cloud action. The default Trigger is type = "track"

Create or update a contact in Collab Travel CRM.

Identify User is a Cloud action. The default Trigger is type = "identify"