Seamless CRM Sync for Every Event
Bi-directional integration with Salesforce, HubSpot, and Zoho CRM keeps contacts, leads, and campaign data perfectly synchronized.
Companies with CRM-integrated events see 29% higher lead-to-opportunity conversion rates.
The Challenges
How WebMobi Solves This
Key Features
Bi-Directional Sync
Changes in either the event platform or CRM are reflected in the other within minutes.
Contact Matching
Intelligent deduplication matches registrants to existing CRM contacts by email or custom fields.
Engagement Scoring
Session attendance, booth visits, and poll responses update CRM lead scores automatically.
Campaign Attribution
Event registrations are automatically attributed to CRM campaigns for ROI tracking.
Field Mapping
Map event fields to CRM fields with custom transformation rules for clean data.
Salesforce, HubSpot, Zoho
Native integrations with the three leading CRMs, plus generic webhook support for others.
Closing the Loop Between Events and Sales
Events generate leads, but those leads only become revenue when sales teams act on them. The gap between event attendance and CRM follow-up is where most leads die. Manual data transfer introduces days of delay, during which attendee interest cools.
WebMobi's CRM integration eliminates this gap. Registration data flows to the CRM in real time, and event engagement data enriches contact records throughout the event. By the time the event ends, your sales team has warm, data-rich leads ready for follow-up.
Enriching CRM Records with Event Data
A CRM contact record typically contains basic demographic and company information. Event engagement data adds a behavioral dimension that is incredibly valuable for sales prioritization. A contact who attended three sessions on your premium product line is a warmer lead than one who only attended the keynote.
WebMobi automatically pushes engagement data to CRM custom fields: sessions attended, questions asked, booth visits, resources downloaded, and networking meetings held. Sales reps see this data alongside the contact record, enabling personalized follow-up.
Setting Up CRM Integration
Native integrations with Salesforce, HubSpot, and Zoho CRM are pre-built and require only OAuth authentication to activate. Once connected, you map event fields to CRM fields and configure sync rules: create new contacts, update existing, or both.
Advanced options include custom field transformations, conditional sync rules (only sync attendees who checked in), and campaign attribution settings. A test mode lets you preview how data will flow before activating the live sync.
Frequently Asked Questions
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