Owners: convert registrations to CRM contacts and deals

Business owners lose registrations and payments into orphaned contacts, skewing the conference pipeline. Convert submissions to CRM contacts and deals so sales and ops track registrations accurately.

Overview

Conference registrations and payments get orphaned when contacts and deals aren't created properly. This workflow turns every submission into a CRM contact and a linked deal, eliminating orphaned registrations and giving sales and operations a reliable conference pipeline. The result is faster follow-ups and zero missed registration handoffs.

Notable Features

Create CRM contacts and deals
Associate contacts with deal records
Notify sales reps and ops