In this video, we'll explore the CRM integrations available within Hey Summit. We emphasize the importance of considering broader connectivity and workflows for a successful event. These CRM integrations enable the synchronization of attendee data from Hey Summit to CRM or email providers, facilitating ongoing sales pipeline management or long-term email campaign strategies. We discuss how to connect and authenticate integrations and customize the data being synced.
Key takeaways:
- Hey Summit offers CRM integrations to sync attendee data with external platforms.
- Integrations support sales pipeline management and long-term email campaigns.
- The synchronization process is one-way, from Hey Summit to the integrated platform.
- Custom registration fields can be mapped and synced to corresponding fields in the integrated platform.
- A range of system-generated fields, such as UTM parameters and attendee IDs, can also be synced.