In Part 1 of this guide you enabled Instant Connect Lead Targeting to tell the HTR app the types of leads that are a good fit for your business.

In this step what you're going to do is enable the CRM Forwarding feature which will sync contact details for leads that you accept via your HTR dashboard automatically to your CRM.

Step-by-Step Guide to Enabling CRM Forwarding

What You'll Be Using Zapier to Automate

In Zapier there are two critical concepts to understand, 'trigger' and 'actions'. A trigger is simply the event that will serve as a way to begin the automation. An action is what event/s you want to happen following the trigger.

	Zapier Definition	Use case
Trigger	This is the event that will happen that will 'trigger' an automation sequence to begin	Your trigger will be anytime a new lead is accepted on your HTR account
Action	These are the automated 'actions' that you want to happen in Zapier after the 'trigger' event occurs	Your action will be to send the details for each accepted lead to Zapier to get mapped into your CRM, create an opportunity and drop them into a personalized follow-up nurture sequence

Tips to help you setup your automations

Source Attribution: Make sure you label incoming leads with the source as Hotel Tech Report to be able to easily view your pipeline and revenue generated by leads to track ROI
Popular Automation Use Cases: Once you activate the Zapier integration, you can setup any automations you want. Some popular ones include:

Tool	Use Case	Popular Workflows
CRM	Lead followup	Add leads as contacts and create an opportunity Add leads to an MQL nurture sequence
Google Sheets	Reporting	Add lead details to a Google Sheet
Slack	Notifications	Send a message to your team for new leads

FAQs

1. What are the benefits of setting up CRM forwarding?

Ultimately CRM forwarding enables you to automatically followup in a personalized way with leads reducing your time to followup which boosts conversion rates and makes you more competitive especially when leads have reached out to multiple vendors for info (which most leads do!)

Benefit	Description
⏰ Save time & reduce manual data entry	Avoid having to manually copy/paste all details from the HTR dashboard into your CRM.
📈 Reduce Time-to-Followup to Improve success rates & ROI	Create leads in your CRM instantly and automatically right when you accept them on HTR to reduce your time-to-followup which is directly correlated with your success rates.
❌ Never miss a lead	Manual data entry is prone to human error which means wasted leads every time your team forgets to do manual data entry.

2. What are the fields and potential values that HTR captures for leads?

You can send yourself a test email from the CRM Forwarding tab in the vendor dashboard to see what data points and fields are included with each lead and we have also listed them below.

TIP (RECOMMENDED): Create HTR specific fields in your CRM for opportunity fields since they are either HTR specific fields or if you have them, will likely have different values (ie. our room count ranges likely don't perfectly match yours.

The ⭐️ HTR Specific column shows you which fields we recommend creating a new field in your CRM for and how we recommend labeling it to make it easier to identify in the future

Field	Category	Type	Details	⭐️HTR Specific
First name	User	Text
Last name	User	Text
Email	User	Email	Verified email address
Phone Number	User	Phone #	Validated (not verified) phone #
Job Title	User	Text
Linkedin Profile	User	URL
Hotel / company	Company	Text
Website	Company	URL
City	Company	Text
Region	Company	Text		htr_region
Inquiry type	Opportunity	Single-select	Options: Demo request, Price quote, Matched Lead	htr_inquiryType
Category of Interest	Opportunity	Text	Categories by Department Ops (20) Rev mgmt (7) Guest Ex (10) Marketing (13) F&B (3) M&E (5) HR (7) VR (4)	htr_categoryofInterest
Product of Interest	Opportunity	Text	Which of your products they requested info about	htr_productofInterest
Number of Rooms	Opportunity	Single-select		htr_roomCount
Deal Size	Opportunity	Text		htr_dealSizeRange
PMS* *optional	Opportunity	Text		htr_pms
Multi-Property* *optional	Opportunity	Single-select	Single property, Multi-property	htr_multiProp

3. Is the legacy manual integration still supported?

This guide is about the new native Zapier CRM forwarding integration. The Legacy manual integration will be available through Feb 2026 but will no longer be a supported feature so we recommend migrating as soon as possible. If you need help or would like our team to handle this migration for you please reach out via the live chat.