event Management Solutions

Every event registration is a relationship, but only if the data makes it back to your CRM

Your events generate some of the richest engagement data your organization collects: who attended, how often, what they paid, and how they responded. But when that data stays locked in your event platform, your development team can’t act on it. Use Omatic Cloud to make sure events become the start of a relationship instead of a one-off occurrence.

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The Problem

Your events are creating data your team can’t use

For most nonprofits, event data lives in an event platform that doesn’t talk to the CRM. After the event, someone manually exports a spreadsheet, tries to match attendees to existing records, imports what they can, and leaves the rest on a to-do list that never gets cleared. The result: your development team walks away from every event with less insight than they should have and the major gift opportunities hiding in the attendee list stay hidden.

How omatic helps

Built for the complexity of nonprofit event data

Nonprofit events involve more data types than a generic event integration can support. Omatic Cloud is built around how development teams need to use event data, not just how event platforms export it.

Accurate, Up-to-Date Registration Details

Registrations flow from your event platform into your CRM immediately, not in a batch months after the event ends. Your team sees who’s registered, who’s confirmed, and who’s added guests as it happens, giving them real-time visibility into event engagement before, during, and after the event itself.

Record Matching and Deduplication

Event registrants don’t always fill out forms the same way they appear in your CRM. Omatic Cloud’s matching logic identifies existing constituents accurately, matching on name, email, address, or combinations of fields, so event participation updates the right individual and new contacts are added without creating duplicates.

Guest and Table Relationship Tracking

When a major donor buys a table, the guests that they bring matter too. Omatic Cloud can capture guest relationships, linking attendees to the donor who brought them, flagging new contacts for follow-up, and recording the table-level relationship in your CRM. Those guests could be your next major supporters.

Configurable Event Data Mapping

Every event type, from galas and golf tournaments to webinars and salons, has different data fields that matter to your development team. Omatic Cloud lets you define exactly how event-specific attributes map to your CRM’s supporter and relationship records, so the data lands where your team expects to find it and can act on it immediately.

Capture Detailed Attendance Data

Gather post-event attendance data like who checked in, who was a no-show, who attended specific sessions and easily store it in your CRM after the event. That distinction matters for stewardship: a constituent who attended your major donor dinner deserves a different follow-up than one who registered but didn’t make it. Omatic Cloud makes that context available automatically.

Event Revenue and Gift Processing

Ticket purchases, sponsorships, auction proceeds, and event-night gifts are financial transactions that need to land in the right gift record and post to your accounting system correctly. Omatic Cloud handles the full financial data flow from your event platform, attributing revenue, applying fund codes, and triggering the posting workflow without a separate manual process.

Designed to Work with the Systems You Rely On

Omatic Cloud integrates with the popular event management platforms, CRMs, and email marketing systems your organization already uses, no advanced technical knowledge required.