On Demand
From RSVP to relationship data: connecting Gatsby and Affinity
Every event your firm hosts throws off a guest list. Most CRMs never see it as more than a spreadsheet to reconcile after the fact.
Every event your firm hosts throws off a guest list. Most CRMs never see it as more than a spreadsheet to reconcile after the fact.
In this episode, Carly from Gatsby shows how deal and platform teams are connecting event data to relationship intelligence with MCP—no CSV merges required. You'll see three workflows, live:
- Chat with your guest list—pull RSVP status, attendance history, and survey responses in plain language, without logging into Gatsby
- CRM-informed seating—pull company stage and role data from Affinity straight into Gatsby guest profiles to inform who sits where before doors open
- Gifting and follow-up, synced automatically—addresses and preferences collected through a Gatsby survey link flow back into Affinity, ready for holiday gifting or targeted outreachWhether you're running an LP dinner or a 200-person summit, you'll leave with prompts you can run the same day.
Save your seat.
By registering, you consent to your registration information (name, email, and company) being shared with our co-hosts, Gatsby, for follow-up communications related to this event.
Presenters
Every event your firm hosts throws off a guest list. Most CRMs never see it as more than a spreadsheet to reconcile after the fact.
In this episode, Carly from Gatsby shows how deal and platform teams are connecting event data to relationship intelligence with MCP—no CSV merges required. You'll see three workflows, live:
- Chat with your guest list—pull RSVP status, attendance history, and survey responses in plain language, without logging into Gatsby
- CRM-informed seating—pull company stage and role data from Affinity straight into Gatsby guest profiles to inform who sits where before doors open
- Gifting and follow-up, synced automatically—addresses and preferences collected through a Gatsby survey link flow back into Affinity, ready for holiday gifting or targeted outreachWhether you're running an LP dinner or a 200-person summit, you'll leave with prompts you can run the same day.
Save your seat.
By registering, you consent to your registration information (name, email, and company) being shared with our co-hosts, Gatsby, for follow-up communications related to this event.
