Getting your attendee data from Accelevents to your CRM has never been easier, thanks our built-in integration with Salesforce. Now you can discover registrant and attendee insights before your event begins!
Note: This integration is only available for Professional, Enterprise, and White Label accounts.
Setting Up 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.
Then, navigate to and click on the Integrations tab
Select Configure under Salesforce
A pop-up window will appear prompting you to login to your Salesforce account. When this appears, select New authentication.
After logging in, be sure to allow the following permissions:
From here you can set up your field mapping. Once complete, select Finish.
It is important to note that the current version of the integration only allows for the following fields to be mapped from your event registration form:
After mapping your fields, the button under Salesforce will be green, click on 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 whole process, or re-link a different Salesforce account, click on the trash icon in the upper right and click Confirm:
Once you have deleted the integration, you will be able to link a different Salesforce account by repeating the steps above.
Frequently Asked Questions
Can I add custom fields from Salesforce?
Not yet, but stay tuned!
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.
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.