Create event attendee and payment record from orders

Your orders arrive without attendee context, causing manual lookups and delayed emails. It adds attendees and payments to your CRM so program staff can confirm spots and finance can reconcile same day.

Create event attendee and payment record from orders

Overview

Stop manual attendee entry and reconciliation work that slows confirmations and reporting. This workflow captures paid website orders as attendee and payment records in your CRM, so program staff can confirm spots and finance can reconcile payments same day.

Create event attendee and payment record from orders