Find people in your CRM, AMS or event system
Connections lists the systems Sessionboard CRM can read people from. Finding people there is read-only. Sessionboard CRM looks, tells you what it found and compares it with your people and groups, and nothing is saved in CRM, or changed in the other system, until you choose who to import.
What each system brings
Section titled “What each system brings”| System | Who you can find |
|---|---|
| HubSpot, Salesforce | Your contacts there, as people, and the groups they belong to. |
| iMIS | Your members, as people tagged Member. |
| Fonteva, Nimble AMS, Protech | Your members, as people tagged Member, with their member type and renewal date. Our team connects these with you: see Connect Fonteva, Connect Nimble AMS and Connect Protech. |
| Cvent, Swoogo, Bizzabo, ON24, Goldcast | The speakers of one event you choose, as people tagged Speaker. |
An event’s attendees come in through the event platform’s own sync: see Bring in attendees and members. Using Sessionize, Airtable or Swapcard? Export a spreadsheet and import it instead: see Add and import people and groups. Fonteva, Nimble AMS and Protech connect directly: see the AMS apps.
Connect a system
Section titled “Connect a system”Open Connections
Each system shows whether it’s connected and, once it is, whether the connection is healthy.
Connect
An admin chooses the system and enters what it asks for, such as an API key or your account’s address. It’s the same connection Sessionboard Marketing and Sessions use, so a system you connected there is already connected here.
Test it
Test the connection to check that Sessionboard CRM can read from the system.
To stop using a system, an admin disconnects it. Sessionboard CRM asks you to confirm first. People and groups you already brought in from it stay in CRM.
Find people
Section titled “Find people”Choose what to look for
For a CRM or AMS, pick the kinds of people you want. For an event platform, choose the event whose speakers you want. You can also choose the tag found people get when the system doesn’t say, such as Speaker.
See what was found
Sessionboard CRM reads the system and tells you how many people it found by tag, how many are new to you, how many you already have and how many can’t be imported (for example, without an email). If the system doesn’t share a kind of person, it says why. A very large result is cut short, and says so.
Review
Go through the list, deselect anyone you don’t want, and give the rest tags. Where the system holds organizations, choose whether they come in as groups.
Import the ones you chose
Import them the same way as a spreadsheet: check the preview, then import. Each person remembers the system they came from.
Active contacts
Section titled “Active contacts”Importing people from another system costs nothing by itself: they count as active contacts only once you reach them. See Active contacts.