Integration with Salesforce
- Video summary
- Link your account
- How to configure your Salesforce integration
- How do I import Contact Names, Leads, Lists or Campaigns?:
- How do I sync my campaigns?
- Frequently asked questions
Integrate your Salesforce account with the inEvent platform to help you with the import of leads and contacts.
Link your account
The first step is to activate the feature at the inEvent platform. To do so, go to the company level, go to the Menu on the left side, look for CONFIGURATION and click on TOOLS. Then mark the field “Integrate Salesforce to import Leads and Contacts”
After the step above, still on the company level, look for INTEGRATIONS on the left side MENU and click on Salesforce.
After this, you will select one of the options below:
- Link Production Account
- Link Sandbox Account
Next the Salesforce login page will open up, please log in with your Salesforce account information.
Now your Salesforce account is linked
You can now select which "folder" the data will be saved:
Create a new campaign automatically when creating a new event
You may configure your salesforce settings at company level to create a new campaign at Salesforce every time you create a new event in the InEvent platform. To enable this tool go to Company Settings > Integrations > Salesforce > Edit > select YES from the dropdown bar of the question: " When creating an event, should we create a campaign?"
How to configure your Salesforce integration
Make sure the Salesforce tool is switch on, click in EVENT > CONFIGURATION > TOOLS. Press EDIT button and tick the Salesforce checkbox.
Open your event in the InEvent platform and go to SETTINGS > INTEGRATIONS > SALESFORCE
Here you can link your custom fields from Salesforce with your custom fields from InEvent.
First of all you must choose whether the default fields will be automatically overwritten or you can select exactly which fields will be overwritten. Choose by enabling or disabling the tool below
To learn how to create custom fields on your registration form in InEvent please click here: Registration form (only fields set as plain text answers will be accepted for the link to Salesforce)
To link your fields from Salesforce with InEvent click on the EDIT button in the top right corner and then you must link the fields under the "Salesforce fields" to mach the InEvent fields.
How do I import Contact Names, Leads, Lists or Campaigns?:
You can import your contacts,leads,lists or campaigns to INVITEES or ATTENDEES on the InEvent platform.
Import to Attendees or Invitees
Click in PEOPLE > INVITEES.
Click on EDIT, at the right upper corner. You will see a new button: IMPORT FROM SALESFORCE
By clicking at the IMPORT button, a new window will open, where you can select what you wish to export: Contacts, Leads, lists, Campaigns or ALL
Choose one option, search the names that are on your Salesforce account you would like to import, and press the IMPORT button at the bottom.
If your search term is campaigns, a new field will appear, so you can select the campaign you desire, and below all the leads from that specific campaign will appear.
Select your desired fields and click on IMPORT.
After clicking on the IMPORT button, you will be able to see all the contacts that were imported. To identify the names from salesforce, you will see an icon next to the name.
To import to ATTENDEES go to PEOPLE > ATTENDEES and follow the same process as above.
How do I sync my campaigns?
Now you can sync your campaigns from Salesforce to InEvent meaning data will be shared between both platforms.
To sync a campaign go to SETTINGS > INTEGRATIONS > SALESFORCE
Click EDIT in the top right corner and scroll down to EVENT CONFIGURATIONS
You can choose from the drop down bar, one of your campaigns and the set the configurations which are as follows:
- Sync new registrations
- Sync email opt-outs
- Sync leads from Salesforce automatically
Once you have configured the settings click on END in the top right corner to save.
If you choose to set "Sync leads from Salesforce automatically" another setting will appear to ask you which InEvent target list to use, ATTENDEES or INVITEES.
Once your campaign is linked you can manually sync the data by going to PEOPLE > ATTENDEES and clicking on the "SALESFORCE" refresh button.
This refresh will take up to 30 minutes to sync the data
Frequently asked questions
Export edited information to Salesforce from the InEvent platform
You can edit the details in the InEvent platform and send the new info directly to Salesforce.
To do so, go to PEOPLE > ATTENDEES and choose the contact name (from Salesforce). A window with this person’s details will appear. Click on EDIT. Change the information, and after click on the Export to Salesforce button (as shown below)
It is also possible to import contacts / leads from salesforce to the Invitees List (PEOPLE – INVITEES) and to your custom lists (PEOPLE – CUSTOM LISTS). Just follow the steps described above.
Unlink your account
You must click on Integrations > Salesforce > Unlink Account