CRM Sync
CRM sync is the process of connecting a Customer Relationship Management (CRM) system with event management tools so lead and attendee data flows seamlessly between them. For trade shows and events, it means that leads captured on the show floor are instantly stored, organized, and ready for follow-up in your CRM.
This integration helps teams:
- Capture leads in real time.
- Track engagement and interactions.
- Measure event ROI with accurate, centralized data.
How CRM Sync Works
- Lead capture tools (badge scanners, mobile apps, digital forms) collect attendee data.
- Data syncs automatically to the CRM, either one-way (event tool to CRM) or two-way (updates in both systems).
- Sales and marketing teams use the data to segment leads, personalize follow-up, and measure performance.
Benefits
- Immediate follow-up while interest is fresh.
- Data accuracy without manual entry.
- Personalized outreach based on event engagement.
- Analytics to understand which activities drove the most value.
Best Practices
- Set clear objectives for what data you want to capture and why.
- Choose event tools with proven CRM integration or use a reliable third-party connector.
- Train staff to capture high-quality data in the right format.
- Monitor performance after the event to refine future strategies.
FAQs About CRM Sync
1. What CRMs can sync with event tools?
Most modern CRMs — including Salesforce, HubSpot, and Microsoft Dynamics — integrate with major event management platforms through native or third-party connectors.
2. Is CRM sync real time?
Often yes. Many integrations push data instantly, but some update in batches depending on the platform settings.
3. How does CRM sync improve event ROI?
By speeding up follow-up, ensuring cleaner data, and giving teams a full picture of event engagement, CRM sync helps turn more leads into sales.
