What is the WaiverSign Zapier integration and how can it help?

The WaiverSign Zapier integration connects WaiverSign to over 5,000 other apps. It allows you to automatically send signed waiver data into tools like CRMs (such as Salesforce and HubSpot), email platforms (like Mailchimp and Constant Contact), and more. This automation saves time and ensures that no customer information is missed or left unused.

How do marketing opt-ins on electronic waivers work?

You can add a checkbox to your waiver form that asks customers if they would like to receive marketing emails or text messages. This gives you clear consent to include them in future campaigns. When integrated with a CRM, those contacts can be automatically sorted into your marketing lists.

Can I use waiver data for marketing if customers didn’t explicitly opt in?

It is best practice to only use waiver data for marketing if the customer has clearly opted in. Without consent, you risk violating privacy laws and damaging customer trust. Include a marketing opt-in checkbox on your waiver and respect the choice of each individual.

What is the best CRM for tour operators to use with electronic waivers?

Resmark Systems is a great option for tour and activity operators because it is designed to work directly with WaiverSign. For more specific needs, platforms like HubSpot, Salesforce, or Constant Contact can also be effective.

How does integrating waivers with a CRM support long-term business growth?

When your waivers are connected to a CRM, every signed form adds valuable customer data to your system. This data helps you run more targeted campaigns, build stronger relationships, and increase repeat business. Over time, this leads to more consistent bookings and a stronger customer base.

Integrate Electronic Waivers with WaiverSign and Your CRM

Implementing an electronic waiver system is more than just going paperless, it’s a chance to streamline your business and supercharge your marketing. We’re going to explore how integrating electronic waivers with your CRM can simplify operations, improve marketing, and even impress customers with a seamless experience.

We’ll dive into tools like WaiverSign and Zapier that feed waiver data into your CRM automatically, and share tips to turn signed waivers into marketing gold. Let’s break down why digital waiver software and CRM integration is a data-driven game-changer for business owners.

Why Connect Electronic Waivers to Your CRM?

Electronic waivers (digital liability waivers signed on a phone, tablet, or computer) save you from dealing with messy paperwork, but their real power shines when connected to a Customer Relationship Management (CRM) system. Why? Because the information customers provide on waivers (names, emails, phone numbers, etc.) can flow straight into your CRM database without any manual data entry.

And if you connect to your CRM, you won’t even have to manually download and import the signed documents like you see in the clip below.

By integrating your waiver platform with a CRM, you ensure no customer data gets left in a filing cabinet or lost in a stack of papers.

Every customer must sign a waiver before using your service, meaning you can capture contact info from nearly 100% of your customers (with their consent).

Compared to a traditional email newsletter signup (where only a fraction of customers opt in), an electronic waiver system gives you a far bigger pool of customer data to work with.

When waivers feed into your CRM, that treasure trove of data is organized and ready to fuel your sales and marketing efforts.

How Electronic Waiver Integration Works (WaiverSign + Zapier)

You might be wondering how to actually connect a digital waiver system with your CRM. The good news: you don’t need to be a developer or IT wizard. Modern tools make integration simple. For example, WaiverSign offers built-in support for integrations via Zapier, a no-code automation platform.

With the WaiverSign Zapier integration, you can connect waiver data to thousands of applications. Want each new signed waiver to create a lead in Salesforce or HubSpot? Or add a contact in Mailchimp or Constant Contact? No problem, a few clicks in Zapier and your waiver info flows wherever you need it.

WaiverSign even allows exporting your data as a CSV or PDF at any time for full flexibility (export waiver data feature).

“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency.”
- Bill Gates

PS: If you’re a tour operator and use Resmark Systems, digital waivers like WaiverSign are already fully integrated.

Business Benefits of Automating Waiver-CRM Data Flow

Integrating your waivers with a CRM system delivers real business value:

Time Savings & Efficiency: No more double-entry. Automation lets your team focus on customers instead of paperwork.
Better Data Accuracy: Typed data is more accurate than handwritten forms.
Instant Follow-Ups: Automatically send thank-you emails or promo codes right after a waiver is signed.
Improved Marketing Segmentation: Use waiver data to group and target customers more effectively.

Enhanced Customer Experience: Fast, professional, and modern – guests appreciate seamless interactions.

Turning Digital Waivers into Marketing Gold

Here’s how to use waiver data for marketing:

Capture Marketing Opt-Ins on Your Waiver Form

Include a checkbox like: ✅ I agree to receive marketing emails and special offers.

This builds your list with permission and compliance.

Build Your Email List Effortlessly

Waiver data can flow into your CRM or email system automatically. With tools like WaiverSign, it’s easy to convert every signature into a marketing powerhouse.

Segment and Personalize Campaigns

Use waiver details to create interest-based segments and send tailored follow-ups. A kayak tour guest might get future paddling offers; a zipline guest could hear about your next aerial adventure.

Automate Follow-Ups

Examples:

Welcome emails right after signing.
Re-engagement campaigns 30+ days later.
VIP perks for repeat waiver signers.
Seasonal offers based on past experiences.

What is the WaiverSign Zapier integration and how can it help?
The WaiverSign Zapier integration connects WaiverSign to over 5,000 other apps. It allows you to automatically send signed waiver data into tools like CRMs (such as Salesforce and HubSpot), email platforms (like Mailchimp and Constant Contact), and more. This automation saves time and ensures that no customer information is missed or left unused.
How do marketing opt-ins on electronic waivers work?
You can add a checkbox to your waiver form that asks customers if they would like to receive marketing emails or text messages. This gives you clear consent to include them in future campaigns. When integrated with a CRM, those contacts can be automatically sorted into your marketing lists.
Can I use waiver data for marketing if customers didn’t explicitly opt in?
It is best practice to only use waiver data for marketing if the customer has clearly opted in. Without consent, you risk violating privacy laws and damaging customer trust. Include a marketing opt-in checkbox on your waiver and respect the choice of each individual.
What is the best CRM for tour operators to use with electronic waivers?
Resmark Systems is a great option for tour and activity operators because it is designed to work directly with WaiverSign. For more specific needs, platforms like HubSpot, Salesforce, or Constant Contact can also be effective.
How does integrating waivers with a CRM support long-term business growth?
When your waivers are connected to a CRM, every signed form adds valuable customer data to your system. This data helps you run more targeted campaigns, build stronger relationships, and increase repeat business. Over time, this leads to more consistent bookings and a stronger customer base.