EpochX · CRM Integration
EpochX pulls live account, contact, and relationship context into event audience planning before registration opens. No CSV exports, stale lists, or manual cleanup.
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Live context, before registration
Connect HubSpot or Salesforce once. EpochX gives event teams a direct event CRM integration, reading the contact, account, and custom object data you already have, without a separate implementation project.
Connect your CRM
Choose your source of truth
HubSpot
Contacts, companies, custom objects
Salesforce
Contacts, accounts, custom objects
Bring account tier, open opportunities, and relationship history into audience planning so you can prioritize the right people.
Event registration, attendance, and engagement stay tied to the right contacts and accounts, so reporting and follow-up don’t require another round of spreadsheet matching.
Northstar account activity
Executive Dinner · San Francisco
Registered
May 6
Attended
May 21
Joined executive roundtable
May 21
Sales follow-up created
May 22
Integration details
| Question | Answer |
|---|---|
| Which CRMs does EpochX support? | HubSpot and Salesforce |
| How current is the data? | Data is read live when you build a list, in real-time, rather than copied over on a scheduled sync. |
| What data can EpochX read? | Standard contact and account records, plus custom objects. |
| How are duplicate contacts handled? | Contacts are matched by email, with your connected CRM serving as the source of truth. |
One connected event record
Turn live CRM context into a prioritized guest list
See howSee what your event audience turned into
See howUse live CRM context to build the right room
See howBring customer context into every invite and interaction
See howEpochX currently integrates with HubSpot and Salesforce. Once connected, it can read the contact and account context your team already maintains in the CRM.
Connecting HubSpot or Salesforce to EpochX takes one click. There’s no separate field-mapping exercise or implementation project required before you can start building an audience.
EpochX reads CRM data live when you build a list. You’re working from the contact and account information in your CRM at that moment rather than a static export created days or weeks earlier.
Yes. EpochX can read custom objects alongside standard contact and account records, so the context you use for audience planning isn’t limited to default CRM fields.
EpochX matches contacts by email, with your connected CRM serving as the source of truth. If the same person appears in more than one list or segment, EpochX recognizes them as the same contact.
