Connect CrowdPass to Insightly
Connect event leads to the projects and deliverables that follow — all in one CRM
Insightly uniquely bridges the gap between CRM and project management. For event-driven businesses — agencies, professional services firms, training companies — the value of a lead doesn't end at the sale. It continues through project delivery, onboarding, and fulfillment. Connecting CrowdPass to Insightly means booth scans become Leads that convert to Opportunities that spawn Projects with tasks, milestones, and assigned team members. A conference lead captured on Tuesday can be a qualified Opportunity by Thursday and a kicked-off Project by the following week — with the full history from badge scan to SOW living in one system.
Automations you can build
Badge scans create Insightly Leads with event source, conversation notes, and qualifying details. Insightly's Lead conversion feature lets reps turn qualified leads into an Opportunity and Contact in one click, preserving the entire event interaction history on the new records.
Registrations create Insightly Contacts linked to their Organization. Custom fields capture event-specific data like ticket tier and sessions of interest. When the Contact later converts to an Opportunity, the event context travels with them — the sales rep always knows how the relationship started.
Check-ins log an Activity on the Contact's record in Insightly, creating a timestamped audit trail of event attendance. The activity feed shows every event this person has attended, giving sales reps a longitudinal view of engagement over multiple events and conferences.
How event teams use this
Lead-to-Project pipeline for professional services
A management consulting firm sponsors a leadership summit and captures 80 leads via CrowdPass badge scans. Leads flow into Insightly, where partners qualify them over the following week. Qualified leads convert to Opportunities with proposed engagement scope and value. When an Opportunity closes, Insightly automatically creates a Project with a template of onboarding tasks: kickoff meeting, team assignment, deliverable milestones. The entire journey — from badge scan at the summit to project kickoff — is tracked in one system with complete audit history.
Training event enrollment and follow-through tracking
A corporate training company runs certification workshops at industry conferences. When attendees check in via CrowdPass, Insightly creates a Contact and links them to a Project representing the workshop cohort. Each Project has tasks for the training delivery team: send pre-work materials, schedule coaching sessions, administer certification exam. The training director uses Insightly's Project pipeline to track which cohorts are in progress, which are complete, and which need follow-up — all connected back to the original event check-in.
Connect in 3 steps
No code required. Set up in under 5 minutes.
Log in to Zapier
Go to zapier.com and search for "CrowdPass" in the app directory. Connect your CrowdPass account using your API key from Settings > Integrations.
Choose your trigger
Select a CrowdPass trigger event: new registration, attendee check-in, NFC badge scan, lead capture, or form submission. Each trigger sends full attendee data.
Map your action
Choose the destination app and configure what happens. Map CrowdPass fields (name, email, ticket type, custom questions) to the app's fields. Test and activate.
Related integrations
Ready to connect CrowdPass to Insightly?
Schedule a demo and we'll help you set up the perfect automation for your next event.