Let’s talk about CRM.

If you’ve ever asked, “Does TourAdvantage work with HubSpot?” or “Can I track my corporate leads in Pipedrive?”—this one’s for you.

We just launched direct integration to some of the most popular CRM tools out there: HubSpot, Pipedrive, with more coming soon (Monday.com is already on the books.)

And no, this isn’t just another way to send emails. This is about giving you a better way to track and close your B2B leads—especially the ones that don’t book online.

What CRM Means (And Doesn’t Mean)

“CRM” is one of those slippery acronyms. Everyone wants it. No one can agree on what it includes.

Some folks mean consumer email marketing (TourAdvantage already handles that for you.) Some mean a sales pipeline. Some just want a spreadsheet that doesn’t suck.

What we’re talking about here is simple: TourAdvantage can now send lead data into your CRM, and (if you’re tracking conversions in FareHarbor) even automatically record the conversion when they book.

If you already use TourAdvantage for B2B outreach—think group bookings, schools, corporate events—you’ll love this.

You get to keep all the same B2B automations you’re already using (yes, our B2B email templates still work!), but now your sales team can also see exactly where every lead stands, in whatever system they already use.

What This Integration Actually Does

Here’s the breakdown:

✅ Leads captured through your website (via TourAdvantage) are pushed into your CRM
✅ If that person books (and you track it in FareHarbor), TourAdvantage updates the CRM record with conversion data
✅ You can still use TourAdvantage to market to those leads automatically—nothing changes there
✅ The ability to push CRM notes back into TourAdvantage to personalize follow-up emails even further

No more manual copying. No more mystery about “what happened to that school group that reached out last week.” Just clarity, context, and fewer things slipping through the cracks.

Why This Matters (And What You’re Missing Without It)

If you’re not synching your B2B efforts with FareHarbor and your website, here’s what you’re likely missing:

– Warm leads going cold because nobody followed up in time
– Sales and marketing working in silos, with no shared info
– Double entry (or worse, forgotten entry) between systems
– Zero visibility into which B2B marketing efforts actually convert

When your marketing and CRM are connected, you get one clear view of your funnel. You can see who filled out the form, who got the follow-up emails, who booked—and who still needs a nudge.

It’s the kind of thing that makes your sales team faster, your marketing smarter, and your calendar more full.

Already a TourAdvantage Subscriber? Here’s How to Get It

If you’re using HubSpot, Pipedrive, we can turn this on for you now. No upgrade fee, no waiting. (If you’re a Monday.com user let us know! We’re looking for beta customers to complete testing)

Just reach out and let us know what CRM you’re using—we’ll walk you through it.

And if you use something else? Shoot us a message. We’re actively working on more integrations and will bump yours up the list if we know you’re using it.

TL;DR

TourAdvantage now connects directly to HubSpot, Pipedrive, Monday.com, and more coming soon. You’ll get smoother lead tracking, smarter follow-ups, and better B2B visibility—without changing your current automations.

This is the kind of upgrade that makes everything you’re already doing work better.

Need help getting set up? Just ask. We’ve got you.