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HubSpotChecklist

HubSpot-Driven On-Site Registration Checklist

Ensure your physical event check-in process is perfectly synced with your CRM for real-time attendance tracking and lead scoring.

The Professional Event Check-In Checklist

Success at the front door means accurate data in your CRM. Follow these steps to ensure your HubSpot records are updated the moment a guest arrives.

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Verify API Connectivity: Ensure Tixified is actively communicating with HubSpot 2 hours before the event starts. Check the 'Sync Status' in your Tixified dashboard.
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Configure Attendance Trigger: Set your HubSpot workflow to trigger when the 'Attendance Status' property changes to 'Checked In'.
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Automated Welcome Message: Prepare an SMS or Email to go out exactly 5 minutes after check-in, providing the WiFi password and digital agenda.
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VIP Alert System: Create an internal notification (Slack or In-App) that alerts the account owners when their 'Tier 1' contacts check in.
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Badge Print Verification: Ensure name changes made on-site are updated back to the HubSpot Contact Record for post-event accuracy.

Handling On-Site Registrations

If a guest registers at the door, ensure they fill out a Tixified-linked form. This prevents duplicate contact creation and ensures all historical data is merged into the correct HubSpot record immediately.

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