HeySummitH
HeySummit
4h ago

Sync all attendees to the CRM (not only sales)

Currently, only people who claim a ticket are synced to the CRM. I would very much appreciate if attendees who did not claim a ticket yet are also synced to the CRM. These are engaged people (warm leads) and being able to keep track of them in the CRM is really valuable.
ReviewingReviewing

3 hours ago

Hi Henk, Thanks for sharing this feature suggestion. We intentionally don't sync attendees until they have explicitly accepted terms and conditions and completed the checkout flow, primarily so that we can be confident of their privacy and how their emails are shared, etc. I'm sure there are ways around this to protect the attendee and do it in a sensible way, but it will require a bit more thinking. So for now, I'll leave this as open to see if there's any collective demand for this from other customers. In the meantime, we have just rolled out an update so that you can now optionally choose to sync attendee communication preferences to your CRM, i.e. so if they subscribe or unsubscribe from emails within the HeySummit, those values can now be synced to your CRM. Hope this helps and thanks for the suggestion.

3 hours ago

Thanks Ben ⚡

3 hours ago

One more CRM related request When an attendee unsubscribes from emails in HeySummit, please also sync this to the CRM. Ideally add four custom fields with Boolean Yes/No values. We can add these as Transactional fields related to the specific event, rather than as Contact fields. This will allow us to run an automation to stop emailing them about the event and ask them if they still want to receive other emails. Email_Promotional Email_Critical Email_Speakers Email_Reminders