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I need to update existing records to show someone attended one of our webinars or events.
I create a marketing list, send invite. Users register for event. I then have a .xls of registrations.
I want to import that list back into CRM to mark who attended, and for those registrations that were new and not in CRM, create a new contact record.
It’s clear this isn’t out of the box, but has anyone done this, and how hard was it.
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Using the Scribe Insight utility with the CRM Adapter this is a very easy process to setup and manage for future use. If you don't already have it, I'd strongly recommend getting it as it will allow you to integrate and tie virtually any two data applications together.
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