HubSpot and Salesforce, connected
Pull the right people straight into the event. No export-fix-import loop, no stale copies of the list.
The guest list is already in your CRM. Use it from there.
Client functions start with a segment, not a spreadsheet. Business plans connect HubSpot and Salesforce so invitees come straight from the system that already knows them, with the paper trail compliance wants.
Pull the right people straight into the event. No export-fix-import loop, no stale copies of the list.
Every imported guest keeps a record of where they came from, so consent and Spam Act questions have answers.
CRM imports land beside everyone else: same RSVPs, same tracking, same dietaries roll-up. The team sees one picture.
Part of every business plan. Other CRMs are an enterprise conversation.
The editor is open to everyone, no account needed. Or open a real invite and RSVP like a guest would.