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Collab Travel CRM Destination


Collab Travel CRM(link takes you to an external page) is an all-in-one platform for modern travel agencies. This destination lets you sync your bookings, leads, and agent activity directly with marketing and analytics tools.

This destination is maintained by Collab Travel CRM. For any issues with the destination, contact the Collab Travel CRM support team.


Getting started

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Generate your API Key

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  1. Log in to your Collab Travel CRM(link takes you to an external page) 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.

Configure the destination in Segment

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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:

Segment fieldCollab CRM field
userIdExternal ID
traits.emailEmail
traits.firstNameFirst Name
traits.lastNameLast Name
traits.phonePhone

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.

PropertyTypeDescription
order_idstringUnique booking identifier
revenuenumberTotal booking value
currencystringCurrency code (for example, "USD")
destination_citystringTravel destination city
destination_countrystringTravel destination country
start_datestringTrip start date (ISO 8601)
end_datestringTrip end date (ISO 8601)
number_of_travelersnumberNumber of travelers
productsarrayArray of itinerary items

Track when a new lead is captured.

PropertyTypeDescription
lead_sourcestringWhere the lead came from
interest_levelstringLead interest level (hot/warm/cold)
service_categorystringType of travel service
travel_date_intereststringApproximate travel dates
group_sizenumberExpected group size

Track when a proposal is sent to a client.

PropertyTypeDescription
proposal_idstringUnique proposal identifier
proposal_titlestringTitle of the proposal
total_valuenumberTotal proposal value
number_of_optionsnumberNumber of options included
client_emailstringClient email address

Track when a client submits a review.

PropertyTypeDescription
review_idstringUnique review identifier
ratingnumberRating score (1-5)
trip_destinationstringDestination reviewed
review_textstringReview content

How do I find my API Key?

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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.

What happens to existing contacts?

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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.

What happens if a user doesn't exist?

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

Are events logged for auditing?

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

Which regions are supported?

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Collab Travel CRM is hosted on Supabase infrastructure(link takes you to an external page) with global edge functions, providing low-latency data ingestion worldwide.

For additional support, contact support@collabtravelcrm.com.