HubSpotChecklist

HubSpot Event On-Site Check-In Efficiency & Data Sync Checklist

Ensure your on-site team is perfectly synced with your CRM for real-time lead tracking and frictionless entry.

Mastering the On-Site Data Sync

The moment an attendee walks through the door is a critical data point. If your check-in system isn't talking to your CRM, you're losing valuable behavioral data. Use this checklist to ensure a seamless sync between Tixified and HubSpot.

The On-Site Readiness Checklist

  • Hardware Prep: Ensure all check-in tablets have the Tixified app installed and are connected to high-speed dedicated event Wi-Fi.
  • Sync Verification: Run a test check-in and verify the "Check-In Status" property updates in HubSpot within 60 seconds.
  • Staff Briefing: Train staff on how to update contact records on the fly (e.g., correcting email typos or adding booth notes).
  • Trigger-Ready Workflows: Ensure "Welcome to the Event" automated emails are active and set to trigger upon the Tixified check-in event.

No Hidden Costs at the Door

On-site sales shouldn't be penalized with high fees. While some platforms charge extra for manual entry or on-site sales, Tixified remains simple. Plans start from $49/mo (0% fees), meaning you can sell more at the door without increasing your per-ticket costs.

Post-Check-In Automation Ideas

Once the box is checked in Tixified, HubSpot can automatically:

  1. Print a badge with personalized scheduling info.
  2. Send a Slack notification to a sales rep if a "Hot Prospect" has arrived.
  3. Update the Lead Score by +50 points for physical attendance.

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