Getting more data from your attendees has never been more important. 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!
This integration is only available for Scale, Professional, Enterprise, and White Label accounts.
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.
There are three key parts in setting up your Salesforce integration:
Connect and Enable the Integration
Login to Accelevents using credentials associated with your Enterprise account. Once you are in the Organizer Console, locate and click on your Organizer profile at the bottom left of your screen.
Go to the Integrations tab and click Connect / Configure under the Salesforce logo to begin. It will say Connect if it's your first time connecting your Salesforce account.
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
On the next screen, log in to your Salesforce account
After logging in, be sure to allow the following permissions:
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.
After you click Next, you will see a Salesforce to Accelevents Public URL. Copy that URL and paste it somewhere because you will use that later for setting up a webhook. Click Finish.
Click Enable under Salesforce. The enable/disable feature is added in case you want to pause your integration and re-enable it at a later time.
If you want to redo the whole process, or re-link a different Salesforce account, go back to the Integrations tab and click on the trash icon in Salesforce and click Confirm. Once you have deleted the integration, you will be able to link a different Salesforce account by repeating the steps above.
That's it! You're done with the first part of integration!
Configure Salesforce Mapping
By default, the attendee Email, First Name, and Last Name are the fields that will be exported from Accelevents to Salesforce.
To export other details such as phone number, company, job title, etc., go back to your admin console and navigate to Settings > Integration > Salesforce.
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, the Salesforce Property should be Description.
That's it! You're done with adding other fields to be exported!
Next, you'll need to test it!
How to test your Registration Import from Accelevents → Salesforce
To check if your integration worked, register as an attendee to your event and then open your Salesforce account to check if the attendee is added.
In Salesforce, click the menu icon
Search for sales
Click Leads or Contacts depending on your set up in step 3
You should be able to see the attendee in the leads or contacts list
Frequently Asked Questions
Can I add custom fields?
Yes, after adding your custom field, it should appear in the dropdown selection when configuring the mapping.
If you're adding the Disclaimer responses to the mapping, the Saleforce Property should be Description.
What if I want to add more fields to the already linked Salesforce account?
You will need to delete the existing integration and redo the process to get to the Configure Salesforce Mapping window and add fields.
Will this be linked to all events I have on the Organizer profile?
Yes. As long as the events are under the same organizer profile.