Engineering: Keep event attendee status current in CRM
Engineering: Keep event attendee status current in CRM
Sales reps lose live attendee signals when check-ins don't update CRM, causing late follow-ups and cooled opportunities. This updates attendee records so reps follow up while attendees are engaged.
Overview
When event check-ins don't flow to the CRM, sales reps miss live signals and pipeline momentum stalls. Implementing a check-in → CRM flow keeps attendee status accurate, gives reps actionable signals to prioritize outreach, and removes manual record updates.
Notable Features
- Update CRM attendee status on check-in
- Notify assigned sales rep
- Flag engaged leads for outreach