Guide

Capture Instagram and WhatsApp leads into your travel CRM

How travel agencies can capture Instagram and WhatsApp inquiries into a CRM so DMs become a pipeline, not a dead end.

Travel CRM leads pipeline for social and messaging inquiries

DMs are leads — treat them that way

If Instagram and WhatsApp inquiries never enter a CRM, you cannot assign, score, or measure them. Centralise capture with a Travel CRM.

A simple process that works

  1. Capture identity and trip intent quickly
  2. Create or update the lead record the same day
  3. Attach the itinerary when the quote goes out
  4. Schedule the next follow-up before you leave the chat

Why this matters for growing teams

Solo consultants can survive on memory. Teams cannot. Shared lead records stop “who is talking to this guest?” confusion and make handoffs clean when someone is offline.

Frequently asked questions

Why move DMs into a CRM?
So you can assign owners, measure conversion, and attach itineraries — instead of losing inquiries in personal phones.