GeneralChecklist

Event-to-CRM Data Sync & Automation Checklist

Maximize the value of your attendee data by ensuring a perfect synchronization between your ticketing platform and CRM workflows.

Unlocking Data-Driven Event Marketing

The biggest mistake event organizers make is leaving their attendee data siloed within their ticketing platform. To drive real revenue and lifetime value, your event data must live inside your CRM. This checklist ensures your Tixified account and CRM are perfectly aligned for maximum automation efficiency.

Step 1: API & Integration Setup

  • Connect Tixified account to CRM (GoHighLevel, HubSpot, Keap).
  • Verify API key permissions for lead and contact creation.
  • Test the webhook connection with a $0 test ticket.

Step 2: Field Mapping & Data Integrity

Ensure that the information you collect during ticket checkout goes to the right place in your CRM.

Tixified FieldCRM FieldAutomation Trigger
Ticket TypeContact TagVIP Nurture Sequence
Company NameOrganizationB2B Sales Pipeline
Order ValueTotal LTVHigh-Value Segment

Step 3: Automated Marketing Sequences

  • Immediate Confirmation: Send receipt and digital ticket QR code.
  • Pre-Event Hype: Set up a 3-email sequence (Speaker highlights, Agenda, Logistical FAQ).
  • Check-in Trigger: Use Tixified's 0% fee check-in app to trigger a 'Welcome' text the moment they scan in.
  • Post-Event Survey: Automate an email 2 hours after the event ends to capture immediate sentiment.

Step 4: The Tixified Advantage

Most ticketing platforms charge you for every attendee you sync. Tixified uses a flat monthly subscription model ($49/mo - $199/mo) with 0% processing fees. This means you can sync 100 or 10,000 attendees to your CRM for the same flat price. You are never penalized for growing your database or running high-volume automation.

Stop Manual Data Entry Today

Connect your event to your CRM with Tixified. Flat plans from $49/mo and absolutely zero per-ticket fees.

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