Integration Odys <> TravelLocal

Odys and TravelLocal have joined forces to simplify lead management for Destination Management Companies (DMCs). This integration automates the handling of TravelLocal inquiries, saving time and reducing errors. Here’s what you need to know:

• Instant Lead Import: TravelLocal inquiries sync directly into Odys CRM in real time, complete with customer details.
• Automated Lead Processing: 200 automations handle categorization, service filtering, team assignments, and follow-ups.
• Unified Management: Centralize commercial, operational, and financial workflows in one platform.

Quick Setup Steps:

1. Configure TravelLocal API access and map required data fields.
2. Enable the integration in Odys and input API credentials.
3. Test the setup by creating a TravelLocal lead and verifying its appearance in Odys.

This integration boosts efficiency, improves response times, and helps DMCs focus on converting leads into bookings.

Main Integration Features

The TravelLocal integration with Odys brings together three key features designed to simplify how Destination Management Companies (DMCs) handle incoming leads and optimize their operations.

Instant Lead Import

With Odys, TravelLocal inquiries are captured in real time, complete with all customer details. This means every lead - along with their contact information and travel preferences - becomes immediately accessible in your Odys CRM.

Automated Lead Processing

Odys leverages 200 built-in automations to handle leads efficiently. Here's how it works:

• Categorizes leads by destination and specific requirements
• Pre-filters services based on budget and season
• Assigns leads to the right team members
• Initiates follow-up actions automatically

This system ensures leads are managed consistently, reducing the risk of missed opportunities. Everything is centralized, giving you full control over your operations in one place.

Single Platform Management

By managing TravelLocal leads within Odys, you can consolidate your commercial, operational, and financial workflows.

"Tout ce dont a besoin un DMC pour opérer et développer son agence" - Odys.travel

This unified platform offers several operational advantages:

Feature	Impact
Workload Management	Gain real-time insight into project volumes and resource distribution.
Service Filtering	Automatically pre-select services based on budget and seasonality.
Team Collaboration	Share lead details and updates effortlessly across your team.
Financial Tracking	Monitor profitability and analyze margins directly within the platform.

These features are designed to simplify setup and improve day-to-day operations, making your processes more efficient and effective.

Integration Setup Instructions

Setting up the integration between Odys and TravelLocal requires careful configuration to ensure smooth lead management. Follow this guide to establish the connection effectively.

Account Requirements

Before starting, make sure you have the following:

Requirement	Description
Account Access	Administrator-level credentials for both Odys and TravelLocal platforms
API Credentials	A valid TravelLocal API key and secret for secure data transfer
Permissions	Permissions for "Read Leads", "Read Customer Data", and "Read Trip Details"
Data Fields	Properly mapped customer and trip detail fields in both systems

Once these prerequisites are in place, proceed with configuring TravelLocal.

TravelLocal Setup Steps

1. API Configuration Access the TravelLocal dashboard and navigate to the 'API & Integrations' section. Enable external API access by following these steps:
   • Generate a unique API key specifically for the Odys integration.
   • Set up real-time lead notifications to ensure timely updates.
   • Verify that product mapping aligns with your workflow.
   • Configure webhook endpoints to use JSON format for data transfer.
2. Data Field Mapping Accurately map the required fields to ensure lead data is transferred correctly. Key fields include:

   TravelLocal Field	Data Type
   Contact Details	Name, email, phone
   Trip Information	Dates, destinations, group size
   Financial Data	Budget in USD, payment preferences
   Special Requests	Accommodation, activities, dietary needs

Once TravelLocal is configured, you can move on to setting up the connection in Odys.

Odys Connection Steps

To activate the TravelLocal integration in Odys, follow these steps:

1. Go to "Settings" > "Integrations" > "Available Integrations."
2. Select TravelLocal and click Enable Integration.
3. Input your TravelLocal API credentials.
4. Configure lead routing to your preferred sales pipeline.
5. Set up team notifications for new leads to keep everyone informed.

For added security, consider these measures:

• Enable IP restrictions for API connections.
• Activate two-factor authentication for account access.
• Schedule credential rotation every 90 days.
• Regularly monitor integration logs for unusual activity.

Finally, test the setup by creating a lead in TravelLocal and checking if it appears in Odys within five minutes. Verify that all data fields, lead assignments, and notifications are functioning as expected.

Using the Integration Effectively

Organizing Leads for Success

To make the most of TravelLocal leads, start by categorizing them based on destination, budget, and travel dates. This approach ensures follow-ups are both targeted and efficient. Take advantage of Odys's built-in tools to evaluate lead quality, allowing you to focus on the inquiries with the highest potential.

Set up a follow-up schedule with automated reminders to stay on top of your outreach. Keeping detailed and up-to-date customer profiles is another key step - it enables personalized communication that resonates with your clients.

You can also create custom views in Odys to monitor leads at different stages of the sales cycle. Once your leads are organized, configure team access to streamline collaboration.

Enhancing Team Collaboration

Effective teamwork starts with clear access and permissions. Here’s how you can optimize collaboration:

• Sales team: Set up notifications so they’re instantly alerted when new TravelLocal leads come in.
• Operations staff: Grant access to detailed booking information as inquiries move forward.
• Managers: Use analytics tools to review overall team performance and outcomes.

To make collaboration even smoother, enable team comments on lead profiles. This feature centralizes all customer interactions and allows team members to share drafts or updates seamlessly.

Tracking Performance

Use Odys analytics to measure how well your integration is performing. Focus on these key metrics to get a clear picture:

• Conversion rates from leads to bookings
• Speed of response to new inquiries
• Time taken to send out proposals
• Average booking values and profit margins
• Team workload and activity levels

With customizable dashboards and automated reports, you can easily monitor trends, allocate resources efficiently, and identify areas for improvement. The data-driven insights will help you refine your strategy and maximize results.

Conclusion: Next Steps with Odys and TravelLocal

The partnership between Odys and TravelLocal streamlines DMC operations by simplifying lead management. This integration offers automated processes and real-time tools that empower teams to respond faster to inquiries, ultimately boosting conversion rates. With these advantages, getting started with the integration is straightforward.

Here’s how to get up and running:

• Sign up to explore the platform.
• Customize your account settings to align with your DMC’s database.
• Train your team to effectively use the integrated tools.

Odys brings everything together - from capturing leads to finalizing bookings. Its built-in financial tracking and analytics tools provide insights that can help make smarter decisions and improve profitability.

For the best results, ensure the system is set up correctly and start by focusing on its core features. As your team becomes more comfortable, you can explore additional functionalities to tailor the platform to your business needs. This customization allows you to create a seamless workflow that aligns with the operational strategies outlined earlier.

Need assistance? The Odys support team is ready to help.

FAQs

How does the Odys integration with TravelLocal streamline lead management for Destination Management Companies?

The integration guarantees that every inquiry from TravelLocal is instantly sent to your Odys CRM. Each lead comes with detailed customer information and precise request details, eliminating the need for manual data entry.

This streamlined approach not only saves time but also minimizes errors and keeps all your data organized in one place, so you can concentrate on creating outstanding travel experiences.

How can I set up the integration between Odys and TravelLocal, and what do I need to get started?

To integrate Odys with TravelLocal, first, confirm that your Odys account is active and set up to handle incoming leads. Once everything is in place, you can follow the integration instructions available in your Odys dashboard. If you run into any issues, our support team is ready to help.

Before diving in, ensure you have your TravelLocal account login details and the necessary permissions. This integration will automatically sync inquiries from TravelLocal into your Odys CRM, including all essential customer details and request specifics.

How can Destination Management Companies evaluate the impact of the Odys and TravelLocal integration on their operations?

To gauge how well the Odys and TravelLocal integration is working, Destination Management Companies (DMCs) should focus on tracking a few key performance indicators (KPIs). Metrics like lead response times, conversion rates, and overall productivity give a clear picture of the integration's impact. For instance, by examining how quickly leads are handled and how many inquiries convert into bookings, DMCs can see how effectively their operations are running.

Another advantage of this integration is the centralization of all leads within Odys. This eliminates the need for manual data entry, cutting down on errors and freeing up valuable time. By consistently reviewing these metrics, DMCs can uncover useful insights into how the integration is improving workflows and driving business growth.

Related posts

• Odys - Travel Booking Software
• Best Practices for CRM-Driven Collaboration in DMCs
• Evaneos ⇄ Odys Integration
• Ingenico ⇄ Odys Integration