Feature
Native CRM sync
Connect Salesforce or HubSpot and every booking becomes a contact + a logged meeting - created on book, updated on reschedule, closed on cancel. No Zapier, no manual logging. (Beta.)
When someone books, DayOtter finds or creates them as a contact in your CRM and logs the meeting as an activity against them - a Salesforce Event or a HubSpot meeting engagement. Reschedule a booking and the same activity moves with it; cancel it and the activity is closed. Your CRM stays an accurate record of what actually happened, without anyone typing it in.
It's a native, first-party OAuth connection - not a bridge through a third-party automation tool - so it's one click to connect and there are no API keys to paste. Currently in beta.
Contact find-or-create
Guests are matched to an existing contact by email, or created if new - no duplicates in your CRM.
Meetings logged and kept in sync
Each booking is written as an activity, then updated on reschedule and closed on cancel - automatically.
Salesforce & HubSpot
Native support for both, over their official APIs. More CRMs can be added behind the same interface.
Free when you self-host
CRM sync is a Pro feature on the cloud and completely free when you run DayOtter yourself.
Which CRMs are supported?
Salesforce and HubSpot today, via native OAuth. The provider layer is pluggable, so more can follow.
Do I need Zapier?
No - it's a direct, first-party sync. Connect in settings and every booking flows through automatically.
Is it available now?
Yes - it's free on every plan. Self-hosters set the provider's OAuth credentials; on the cloud it's included, not paywalled.
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