Business plans

CRM guest import

On business plans, the guest list comes straight from your CRM.

Client functions start with a segment, not a spreadsheet. Business plans connect HubSpot today, with Salesforce coming soon, so invitees come straight from the system that already knows them, with the paper trail compliance wants.

HubSpotSalesforceComing soonGuest listSource kept per guest

HubSpot now, Salesforce soon

Connect HubSpot and pull the right people straight into the event. No export-fix-import loop, no stale copies of the list. Salesforce is coming soon.

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.

Get everyone there.

Not in Australia?

HeadsUp is live in Australia now. Tell us where you are and we'll let you know when it gets there.

I'm in

We'll let you know the day HeadsUp launches there. That's it.