Register Attendees to Sessions Automatically With the HubSpot Integration
With the Accelevents and HubSpot integration, you can automatically register attendees to sessions if they are already registered for the event and they have a matching HubSpot contact record. In the article, you'll learn how to set up workflows to register attendees to sessions they selected.
Before You Begin
Before you begin make sure you've already done the following:
✅ Sessions are created in Accelevents
✅ A multiple checkboxes contact property for the session selection is created in HubSpot
✅ The Accelevents and HubSpot integration is connected and working
✅ Attendees are already registered to the event and the attendee has a corresponding HubSpot contact record (same email address). You may need to create a workflow that imports contacts as attendees to Accelevents.
Session Registration Workflow
In this workflow, what we want to achieve is to register the attendee to Session 1 if in their contact record, Session 1 is selected in the Sessions field. If you have multiple sessions, then you'll need to create the same workflow multiple times for each session.
Create a workflow from scratch.
Go to Workflows. If you can't see Workflows from the top navigation, click the Automation dropdown, then select Workflows.
Click Create workflow
Select From Scratch
Select Record meets a set of custom filters and conditions under Data changes
Select Contact
Select Contact Properties
Search and select the multiple checkboxes field you created for sessions
The criteria should be "is any of" and then select one of the sessions, and then click Next.
Click Save and Continue
Search and select Accelevents - Register for a Session in Choose an action
Type in the last part of your Event URL
Note: If you enter an incorrect URL, you won't be able to move on to the next step; make sure there are no extra spaces when you paste the last part of your URL.
Select which Accelevents session the attendee will be registered for in the Session dropdown, then click Save.
Click Review and Publish
Select whether you want to enroll contact who meet the criteria now or enroll contacts who meet the criteria after turning on the workflow. Click Next and follow the next prompts to turn on your workflow.
Repeat the steps for creating this workflow for all the sessions.
Test if it Works
Once you're done, you can test this by registering for the event, then select the sessions in your HubSpot contact record.
You should see yourself in the Registrants tab in the session settings, the session is also added to My Sessions. In HubSpot, you'll also see an activity log in your contact record for the session registration.
