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Overview

As a collaborator, connecting your CRM is optional but unlocks the full value of heyBTW. Without it, you see shared event metrics. With it, you see how the co-marketing event impacted your own pipeline.

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Why Connect?

When you connect your CRM, heyBTW can:
  • Match event attendees to contacts and accounts in your CRM.
  • Show you which of your target accounts attended the event.
  • Track whether those attendees progressed to meetings, opportunities, or deals in your pipeline.
  • Give you attribution data you can use to evaluate the partnership.
Without a CRM connection, you still see attendee data and shared metrics, but you miss the pipeline attribution that makes co-marketing measurable.

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How to Connect

  1. From any collab workspace, navigate to your workspace settings.
  2. Click Connect CRM and choose HubSpot or Salesforce.
  3. Authorize the connection.
The setup process is the same as for any heyBTW user. See Connecting HubSpot or Connecting Salesforce for detailed guides.

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Privacy

Connecting your CRM does not share your data with the partner who invited you. Your CRM data is used to generate attribution insights for your organization only. The partner sees shared event metrics, not your internal pipeline.

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From Collaborator to Customer

Many organizations discover heyBTW as collaborators. After seeing attribution data from a few events, they realize they want heyBTW for their own partner program. If you’re interested in using heyBTW for your own co-marketing events, reach out to ben@heybtw.com.