Creating an event in Swapcard 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 persons of your event?
The answer is simple. You use this Swapcard - Insightly integration to create a new contact in Insightly for each person who registers for your event through Swapcard. This will help you stay organized and easily keep track of your persons' information.
It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
Creating a task in Insightly for every event created in Swapcard can be very beneficial.
One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Swapcard is often used to manage large or multi-day events, having Insightly record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.
Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
You Can Also Connect Insightly or Swapcard With 1400+ Other Apps
Insightly
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
Swapcard is a powerful event management platform that enables you to run both in-person and virtual events effortlessly. From conferences and trade shows to product launches and company retreats, it has got you covered.