Integrations (SMBcrm)

GuestFoyer is a companion to SMBcrm. When a guest opens your welcome book we can create or update a contact in your CRM with the right tags and custom fields, so your automations fire on real activity, not bookings.

Connecting SMBcrm

1. Go to Settings → Integrations.
2. Click Connect SMBcrm.
3. You'll be sent through a secure OAuth flow on SMBcrm's side. Approve, and you'll land back on Settings with the location ID populated.

What happens on a guest visit

The first time a guest opens your welcome book:

• We create a long-lived guest session (a first-party cookie).
• We upsert a contact in SMBcrm tagged guest-directory and property:<your-slug>.
• Two custom fields are set: gf_property_name and gf_visitor_token.

Subsequent visits from the same device are matched to the same contact, so you don't get duplicates.

Using the data in SMBcrm

Once contacts are flowing in, set up SMBcrm workflows triggered on:

• Tag added: guest-directory — fire a first-touch automation (e.g. send a welcome SMS).
• Tag added: property:<slug> — segment by property.
• Custom field gf_property_name set — drives personalised messaging.

Disconnecting

From the property/admin views you can disconnect SMBcrm. We retain your guest sessions but stop pushing new contacts to SMBcrm. Reconnecting later resumes the sync — historical sessions are not back-filled.