Getting more data from your attendees has never been more critical. With our built-in Salesforce integration, you can add attendees from your event and have the data automatically appear in Salesforce. Now you can discover registrant and attendee insights before your event begins!

Important Notes:

  • This integration is only available for Scale, Professional, Enterprise, and White Label accounts.

  • Please do not use a trial salesforce account because it does not support REST_API. Please use an enterprise or developer account. You can create a developer account from this page.

  • Attendee registrations that are done before the integration will not appear in Salesforce.

There are four key parts to setting up your Salesforce integration:

  1. Configuring the Integration in Accelevents

  2. Mapping Default and Custom Question Fields

  3. Testing Your Integration and Accessing Accelevens Attendees in Salesforce

  4. Accessing the Attendee Status in Salesforce Campaigns

Configuring the Integration in Accelevents

  1. Login to Accelevents using credentials associated with your Enterprise account. Once in the Organizer Console, locate and click on your Organizer profile at the bottom left of your screen.

  2. Go to the Integrations tab and click Connect / Configure under the Salesforce logo. It will say Connect if it's your first time connecting your Salesforce account.

  3. A pop-up window will appear, prompting you to log in to your Salesforce account.

    • Click on New Authentication

    • Name the authentication

    • Select Production under Salesforce instance

    • Click Create.

    • On the next screen, log in to your Salesforce account.

  4. After logging in, be sure to allow the following permissions:

  5. Select the Record Type from the dropdown. By default, it will select Lead. If you choose Lead, the attendee data will be saved in the Leads list in your Salesforce account. If you choose Contact, the attendee data will be saved in the Contact list in your Salesforce account. Click Next. If there are any errors, feel free to refresh and try again. You will always be able to re-configure.

  6. Click Finish.

  7. After clicking Finish, go back to the Integrations tab, and the button under Salesforce will turn green - click Enable to finalize the integration.

    • You can always click the green button again to disable this integration. When you do, the button will turn red.

    • If you want to redo the process, click on the edit icon.

    • To switch SalesForce accounts or to disconnect Accelevents from your SalesForce account, click the trash icon in the upper right corner of the SalesForce tile on the integrations page within Accelevents.

That's it! You're done with the first part of the integration!


Mapping Default and Custom Question Fields

By default, the attendee's Email, First Name, and Last Name are the fields that will be exported from Accelevents to Salesforce.

If you want to add new mappings beyond the defaults, go to Settings > Integrations > Configure Salesforce. You'll see two lists there - one for Accelevents Fields and one for Salesforce Properties. You can set what you'd like for each field with the Add a new Mapping button.

Notes:

  • If you add custom fields in your order form, they should also appear in the mapping. Just refresh if it doesn't show.

  • If you're adding the Disclaimer responses to the mapping, select any Salesforce Property that is most applicable (e.g., Status)

To correctly map questions from your order form, make sure to enable the question on both the Ticket Holder order form and the Ticket Buyer order form:


Testing Your Integration and Accessing Accelevents Attendees in Salesforce

Register as an attendee to your event to check if your integration worked. Then open your Salesforce account to check if the attendee has been added as a lead or contact.

  • In Salesforce, click the menu icon.

  • Search for sales

  • Click Leads or Contacts depending on your setup in step 3

  • You should be able to see the attendee in the leads or contacts list


Accessing the Attendee Status in Salesforce Campaigns

To know whether the attendee has already checked in to the event, you need to navigate to the Campaigns tab in Salesforce, where your events will be listed, and from there, you can check the attendee details. The Subscriber State field will show you the status of whether the attendee is only registered for the event, if they've checked in or if their ticket was refunded or deleted.

After your first ticket purchase test, a campaign in Salesforce will be created. The Campaign name is your event name. The attendee added to your lead tab will now appear as a campaign member.

  • Click Campaigns

  • Click the event name

  • Click Campaign Members to see the Lead.

  • To see the attendee details, click the name.

  • If the attendee has not checked in to the event, the Subscriber State will say REGISTER.

  • If the attendee has checked in to the event, the Subscriber State will say ATTEND.

  • If the attendee ticket has been deleted or refunded, the Subscriber State will say CANCEL.

Frequently Asked Questions

Will the integration be linked to all events I have on the Organizer profile?
  • Yes. As long as the events are under the same organizer profile.

Will it create a duplicate contact if they buy a ticket twice?
  • No, they will be counted as 1 member only in SalesForce.

Will it create separate contacts If they buy multiple tickets for different attendees in one transaction?
  • Yes, each attendee will have their record in SalesForce.

Can I create a campaign in SalesForce from scratch and link it to my event?
  • No, once you integrate, a campaign will be automatically created in SalesForce with the same name as your event.

Did this answer your question?