Events
Event registration → CRM
Keep registrations, attendee changes and cancellations synchronised with your CRM and marketing systems.
- Integration
- Automation
- Business rules
Sounds familiar?
The work below is usually already happening. It's just happening manually.
Registrations arrive in the event platform and someone manually exports them into the CRM.
Cancellations and transfers are updated in one system but not the other.
Attendance data turns up days after the event, once someone has time to reconcile it.
Follow-up emails go to the registration list rather than to who actually attended.
How it works
This is how each workflow works. The details change to fit your systems and your business rules.
Registration comes in
The event platform tells the workflow as soon as someone registers, rather than waiting for an export.
The record is matched or created
Existing contacts are matched on email so you get one record per person, not a duplicate for every event.
The CRM is updated
Registration, session choices and any custom fields are written to the contact and to the event record.
Changes keep flowing
Cancellations, transfers and check-ins update the same records, so the CRM stays right after the event as well as before it.
What it connects
Typical systems for this workflow. If you have a different system, let's talk.
What you end up with
- One contact record per person, however many events they register for.
- Registration and attendance visible in the CRM without an export.
- Follow-up that can tell attended from registered-but-did-not-show.
- No manual reconciliation in the week after an event.
Built in a one week sprint
This workflow is built as an Automation Sprint: one focused week to map, design and build it around your systems and your rules. Fixed price and duration, scope agreed before anything starts.
Let's figure out what you can systemise and automate.
Tell me a bit about your business and what's eating your time, and we'll work out the best path forward together.
Free discovery call
We start with a 30-minute call to understand your current workflow and where automation can make the biggest difference.
Quick turnaround
Most projects are scoped and delivered within 2–6 weeks. No endless timelines or drawn-out retainers.
You own everything
Every workflow we build is fully documented and handed over to you. No black boxes, no lock-in.
I typically respond within one business day.