Integrate Event tech with CRM- Step By Step
Aight, homie, let’s break it down step by step so you can integrate your event tech with your CRM like a pro. This is all about making your life easier, automating the boring stuff, and keeping your data tight. Let’s get into it:
Step 1: Know Your Tools
– Event Tech: This is your event management software (like Eventbrite, Cvent, or Hopin). It handles registrations, ticketing, and event analytics.
– CRM: This is your Customer Relationship Management system (like Salesforce, HubSpot, or Zoho). It’s where you store all your customer info and track interactions.
Step 2: Define Your Goals
Ask yourself:
– What data do you want to sync? (e.g., attendee info, ticket sales, event engagement)
– What’s the end goal? (e.g., better follow-ups, personalized marketing, or tracking ROI)
Step 3: Check for Native Integrations
– Most event tech platforms have built-in integrations with popular CRMs. Check the app marketplace or settings in your event tool.
– If they don’t integrate directly, you’ll need a middleware tool like Zapier, Make (formerly Integromat), or API connections.
Step 4: Map Your Data Fields
– Figure out which data points you want to sync. For example:
– Event Tech → CRM
– Attendee Name → Contact Name
– Email → Email
– Ticket Type → Custom Field (e.g., “Event Interest”)
– Event Attendance → Activity Log
Step 5: Set Up the Integration
Here’s how to do it depending on your tools:
Option A: Native Integration
1. Go to your event tech platform’s settings.
2. Look for “Integrations” or “Connections.”
3. Select your CRM (e.g., Salesforce, HubSpot).
4. Authenticate your CRM account.
5. Map the data fields (see Step 4).
6. Test the integration by registering for a test event.
Option B: Using a Middleware Tool (like Zapier)
1. Create an account on Zapier (or similar).
2. Choose your event tech as the “Trigger” app (e.g., “New Attendee”).
3. Choose your CRM as the “Action” app (e.g., “Create Contact”).
4. Map the data fields.
5. Test the workflow and turn it on.
Option C: Custom API Integration
– If you’re tech-savvy or have a developer, you can use APIs to connect your event tech and CRM.
– Check the API documentation for both platforms.
– Build a custom integration to sync data in real-time.
Step 6: Automate Follow-Ups
– Once the integration is live, set up automated workflows in your CRM. For example:
– Send a “Thank You” email after event registration.
– Tag attendees based on the event they signed up for.
– Schedule follow-up tasks for your sales team.
Step 7: Test and Monitor
– Run a test event or use dummy data to make sure everything’s working.
– Check your CRM to confirm the data is syncing correctly.
– Monitor for errors or missing data.
Step 8: Analyze and Optimize
– Use your CRM’s reporting tools to track event ROI, attendee engagement, and sales pipeline.
– Tweak your workflows based on what’s working (or not).
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Pro Tips:
– Keep your data clean. Duplicates and junk data will mess up your flow.
– Use tags or custom fields in your CRM to segment event attendees.
– If you’re running virtual events, sync engagement data (e.g., session attendance, polls) for deeper insights.
Boom! You’re done. Now your event tech and CRM are besties, and you’re saving hours of manual work. Go ahead and flex on your team with your newfound efficiency. 💪