Integrations
Empower Your Events with Integration
Seamlessly align virtual events with your sales and marketing objectives.
Trusted by leading brands
Why Integrate?
1
Data-Driven Decisions
Automatically sync engagement metrics from Panelist to your CRM. Harness real-time insights for strategic decision-making.
2
Efficient Lead Management
Prioritise and score leads effortlessly, optimising the sales funnel.
3
Automated Campaign Efficiencies
Streamline your campaigns with automatic data transfers for timely, consistent communication.
4
Unified Reporting
Centralise your data for a comprehensive view of event performance.
Integrations
CRM
Platforms
Push registrations to your CRM: add, match, and update records. Create Invite Lists and campaigns.
Payment
Gateways
Panelist makes it easy to use Network Merchants as the payment gateway for your events.
Other Webcasting
Platforms
Use Panelist built in or Vimeo/Zoom for live or pre-recorded session content.
Travel
Platforms
Take registrants to the “travel platform” pages after registering, then feed the data back.
Taxing & Currency
Platforms
Automate global tax rates, no matter where your attendees live.
Marketing
Platforms
Sync contacts and registrant fields, and streamline your marketing automation.
Advertising
Platforms
Track page views, referral sources, campaign parameters and other engagement metrics.
Engagement
Platforms
Connect Panelist to other platforms to synchronise webinar attendee data.
FAQ
What is Panelist CRM Integration?

Panelist CRM Integration allows event organisers to seamlessly sync their event data, from both virtual and in-person formats, with their CRM. This enables a unified approach to data management, marketing, and sales strategies.

How does the Data-Driven Decision feature benefit me?

The Data-Driven Decision feature automatically synchronises engagement metrics from Panelist events to your CRM. This provides insights into attendee behaviour, enabling you to make more informed and strategic decisions for your marketing and follow-up campaigns.

Can I manage my leads more efficiently with Panelist?

Yes, with Panelist's Efficient Lead Management feature, you can prioritise and score leads based on their engagement during events, ensuring that your sales team can focus on the most promising prospects, irrespective of the event format.

How does Panelist streamline my marketing campaigns?

Panelist's Automated Campaign Efficiencies ensure that all data from your events, be they virtual or physical, is automatically transferred to your CRM, eliminating the need for manual entry. This not only saves time but also ensures accuracy in your campaigns.

What does Unified Reporting mean?

Unified Reporting allows you to combine the in-depth metrics from Panelist with your CRM's analytics. This centralised approach gives a comprehensive view of your audience's engagement across all event formats and your overall event performance.

How does Panelist personalise the attendee experience?

Panelist tailors content based on each attendee's past interactions and engagement metrics, ensuring they receive the most relevant and engaging content, whether they're attending in person or virtually.

Can I segment my audience using Panelist metrics?

Absolutely. Panelist provides detailed engagement metrics from all types of events which can be used within your CRM to segment your audience, allowing for more targeted and effective marketing campaigns.

Are the integration features the same for virtual and in-person events?

While the core integration features are designed to be consistent across event formats, certain metrics might be specific to the event type. Panelist ensures that valuable data from both virtual and in-person events is efficiently captured and integrated into your CRM.

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Informative and business connect rich! We’ve been using Panelist for over 3 years and it keeps getting better. Feature and information rich… easy to network and connect. We love it.
Informative and business connect rich! We’ve been using Panelist for over 3 years and it keeps getting better. Feature and information rich… easy to network and connect. We love it.
Informative and business connect rich! We’ve been using Panelist for over 3 years and it keeps getting better. Feature and information rich… easy to network and connect. We love it.