Quickstart

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Step 1: Sign Up

Go to heybtw.com and click Sign Up. You can sign up with Google, Microsoft, or email and password. If you already have an account, click Log in. Forgot your password? Use Reset password on the login screen.

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Step 2: Connect Your Event Platform

Connect the platform you use for events. This is where your data comes from.

1. Click Integrations in the left sidebar.
2. Pick your platform: Luma, Meetup Pro, Splash, or Zuddl.
3. Follow the setup steps. For Luma, paste your API key. For Meetup Pro, click Connect with Meetup. See Event Platforms for detailed guides.

Running events somewhere else, or on your own registration form? Use the Custom Webhook. Once connected, your events are imported and each event becomes a collab automatically.

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Step 3: Add Partners to Your Event

Open a collab (your imported event) and add the partners involved. Quick add (top right): Click + Partner and enter their domain (e.g., stripe.com). This gives that company access to this event only, not your other events. No email is sent. They’ll see the event when they log into their own heyBTW workspace. With invite: Go to the My Partners tab in the collab. Add a partner with the option to set them as co-host and enter their email. This sends them a specific email invitation to join heyBTW. Partners you add to an event collab automatically appear in your Partner Ecosystem Dashboard.

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Step 4: Connect Your CRM (When You’re Ready)

CRM connection unlocks attribution, matching event attendees to your pipeline. Go to Integrations in the sidebar and connect HubSpot, Salesforce, or Attio. One CRM connects at a time. See CRM for setup details. You don’t need CRM connected to start. Many teams import events and add partners first, then connect CRM when they want attribution data.

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Step 5: Build a List

A List is a reusable, filtered group of contacts. It is the object you invite from before an event and segment with after it. Click Lists in the sidebar, then + New list. Filter on CRM status, ICP fit, RSVP status, or how many of your events someone has already attended. Dynamic lists stay current on their own as new RSVPs arrive.

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What’s Next

• Set up Sponsor Mode to control what data sponsors can see.
• Upload your target prospect list so you know which event attendees to prioritize.
• Run AI agents to build invite lists from your pipeline and partner data.
• Track a partner ecosystem by uploading a portfolio, no onboarding required on their side.