Create CRM events from open house CSV registrations
Create CRM events from open house CSV registrations
Your open house CSVs land in Drive without CRM context, leaving attendees unlinked and outreach stalled. It creates or updates event and contact records so coordinators have attendee profiles same day.
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Overview
Daily registration CSVs that sit unprocessed create blind spots for recruitment and slow follow-up. This flow converts each row into a CRM event and linked contact, giving admissions coordinators complete attendee context within minutes for same-day outreach. Implementing it removes manual file handling and ensures timely follow-up.