HeySummit + PerfexCRM Integration

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HeySummit + PerfexCRM Integration

Create PerfexCRM contact from new HeySummit attendee

Creating an event in HeySummit is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this HeySummit - PerfexCRM integration to create a new contact in PerfexCRM for each person who registers for your event through HeySummit. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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HeySummit + PerfexCRM Integration

Create PerfexCRM contact for new HeySummit ticket purchased

If you're using HeySummit to manage your events, you'll want to make sure that your PerfexCRM contact are updated with the latest information. When a ticket purchased is added to an event in HeySummit, a new contact will be created in PerfexCRM automatically. This makes it easy to keep track of your sales pipeline and track event success.
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HeySummit + PerfexCRM Integration
1.
  • HeySummit
    Attendee is added in HeySummit Instant
  • HeySummit
    Talk attendee is added in HeySummit Instant
  • HeySummit
    Ticket is purchased in HeySummit Instant
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
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