Intellibook

Intellibook

by Logic Software Ltd

Intellibook is a simple yet powerful tool for travel agents that need to manage tours and events.

Other use cases

App screenshot
App screenshot

Description

Intellibook is a simple but powerful tool for travel agents that need to manage online tours and events. With Intellibook, you can:

  • Track suppliers and inventory (flights, hotels, etc.)
  • Manage bookings and related information
  • Generate confirmations etc.
  • Create an online portal for your customers to see details about their booking and upload/download additional details and documentation
  • Create an online website and registration form or integrate it with your own website.
  • Facilitate wholesale (3rd party agency) sales, including a designated portal for agents
  • Automatically generate booking invoices and receive online payments

Intellibook integrates seamlessly with Pipedrive to synchronize bookings, products and contacts from Intellibook. The integration will automatically create Deals in Pipedrive, which represent quotes and bookings in Intellibook. Other details will automatically flow from Intellibook to Pipedrive to keep the two systems in sync.

Installation instructions

Before you set up an integration with Pipedrive, we recommend enabling the “Booking status” feature in Intellibook. The booking status determines which stage of your Pipedrive pipeline it will enter, so enabling the “Booking status” will create a more purposeful integration.

  1. After creating your free Pipedrive trial, turn on the “Products” feature in Pipedrive

1.1 Click on your name at the top-right corner and select “Settings” from the menu.

1.2 Within the “Settings” screen, click on the “Features” section on the left-hand side. Turn on the “Products” feature.

1.3 Turn on the "Products" feature

  1. A Pipedrive API token enables Intellibook to act as a Pipedrive user: Creating records that represent the products, bookings and contacts you have in Intellibook

2.1 Log in as the user you would like Intellibook to act on behalf of.

2.2 Open the 'Settings' screen. This can be done by clicking on your name at the top-right corner of Pipedrive and then clicking 'Settings' from the menu that appears.

2.3 Copy the API Token found under "Personal > API" to your clipboard

2.4 Head to "Settings > Integrations > CRM"

2.5 Click "Edit" and paste the token into the "API Token" field, then save

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