The Strategic Event Software & CRM Integration Audit Worksheet

Strategic Event Software & CRM Integration Audit Worksheet

In the modern event landscape, data is your most valuable asset. If your ticketing platform doesn't talk to your CRM, you are losing money on every single registration. Use this worksheet to audit your current tech stack.

Section 1: The Data Flow Map

Identify where your attendee data lives and how it moves. For each tool, mark if it is "Isolated" or "Integrated."

Function	Tool Name	Integration Status
Ticketing	e.g., Tixified	Native Sync
Email Marketing	e.g., HubSpot / Keap	?
Sales/CRM	e.g., GoHighLevel	?

Section 2: Critical Audit Questions

Answer the following to find your biggest efficiency gaps:

• Q1: When someone buys a ticket, do they automatically enter a nurture sequence in your CRM? (Yes/No)
• Q2: Can you segment your email list based on ticket type (e.g., VIP vs General Admission) without manual exports? (Yes/No)
• Q3: Does your sales team see real-time attendee check-in data inside their lead profiles? (Yes/No)

Section 3: Optimization Plan

If you answered "No" to any of the above, your workflow is leaking revenue. Tixified was built to solve this by providing native, deep-level integrations that treat your ticketing platform and CRM as one single unit.