Business plans

CRM guest import

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.

HubSpotSalesforceGuest listSource kept per guest

HubSpot and Salesforce, connected

Pull the right people straight into the event. No export-fix-import loop, no stale copies of the list.

Compliance kept

Every imported guest keeps a record of where they came from, so consent and Spam Act questions have answers.

Still one guest list

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.

See it for yourself

The editor is open to everyone, no account needed. Or open a real invite and RSVP like a guest would.