Marketing · Module
Events & Webinars
In-person, virtual and hybrid events from promotion to pipeline attribution
Events & Webinars runs in-person, virtual and hybrid events end to end: promotion, registration, tickets, reminders, attendance, follow-up and pipeline attribution, on the same person records as CRM.
Events on your CRM records
Planned for Year 3 (Wave 4), Events & Webinars handles every step of an event on the same records CRM and Marketing use.
Set up and register
An event has a type (in-person, virtual or hybrid), sessions, speakers, schedule, capacity, time zone and venue or join link. Registration runs through Sites or landing pages and Forms, resolves each registrant to a person record and captures consent. Waitlists promote automatically when capacity frees up, and group registrations are supported. Paid tickets are items sold with UPI and card payments through Billing, with GST invoices. Cancellations and refunds also go through Billing, and refunds are R4 Actions.
Run the event
Webinars are hosted on Meet or LiveKit, or connected to an external webinar tool. Confirmations, calendar invites and reminders go out by email and WhatsApp through journeys. Attendance is captured from join and leave times for virtual sessions and QR check-in for in-person events. Live polls and Q&A can be exported. An opt-in attendee directory supports interest-based matches and 1:1 meeting requests in configured slots.
Follow up and measure
After the event, attended and no-show journeys run, recordings are delivered and content is repurposed into Content Hub and Video Factory. Event ROI shows cost lines, registrations, attendance, influenced pipeline and revenue with attribution labels. The AI Events Marketer agent drafts promotion plans, registration follow-ups and recap content.
Sponsor packages with lead retrieval, and Indic live captions and translation, are planned for Wave 5.
Features
What Events & Webinars includes
Event object
In-person, virtual or hybrid with sessions, speakers, capacity and venue or join link. W4.
Registration pages and forms
Registrants resolved to person records with consent. W4.
Webinar delivery
Meet or LiveKit hosting, or an external webinar tool. W4.
Reminders and confirmations
Email and WhatsApp with calendar invites via journeys. W4.
Attendance capture
Join and leave times; QR check-in. W4.
Paid tickets
UPI and card payments through Billing with GST invoices. W4.
Waitlist and capacity
Automatic promotion and group registrations. W4.
Polls and Q&A
Live polls and questions with export. W4.
Post-event follow-up
Attended and no-show journeys, recordings and content repurposing. W4.
Event ROI
Costs, registrations, attendance, pipeline and revenue with attribution labels. W4.
Networking and 1:1 meetings
Opt-in directory, match suggestions and meeting requests. W4.
Refunds and cancellations
Through Billing, with refunds as R4 Actions. W4.
Workflow
Webinar to pipeline
- 1
Create the webinar and a registration page.
- 2
Promotion journeys run on email and WhatsApp.
- 3
Reminders go out; attendance is captured.
- 4
Attended and no-show journeys follow up.
- 5
Influenced pipeline is attributed to the event.
AI
AI skills and Digital Employees
Promotion plans
Drafts promotion schedules across channels.
Recap drafts
Drafts recaps and repurposed content for review.
Follow-up drafts
Drafts registration and post-event follow-ups.
Digital Employees that use this module
They act through the same governed Actions as people; risky steps wait for approval.
Frequently asked questions
Can I sell tickets?
Yes. Paid tickets are planned with UPI and card payments through Billing and GST invoices.
Do I need a separate webinar tool?
No. Webinars can be hosted on Meet or LiveKit, or you can connect an external webinar tool.
When is it planned?
Year 3 (Wave 4), as an add-on.
See Events & Webinars in your workflow
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.