How Salesforce Integration Works
The Eventleaf-Salesforce integration sends each registrant's data to Salesforce CRM as a lead. The synced Eventleaf data includes the Attendee Type as well as all the data that you collect through the attendee registration forms. For example, if you collect registrants names, contact info, age, income, and geographical location, then you can have this data in your Salesforce CRM directly, without having to export it from Eventleaf and import it into Salesforce manually.
How to Configure Salesforce Integration
Just log into Eventleaf.com, select your event, and click on Integrations > Salesforce and check the Enable Salesforce Integration checkbox. Connect to Salesforce by providing your consumer key and consumer secret, map attendee types and registration data fields to corresponding Salesforce fields, and that's it. The integration is now configured and you can send test data to confirm that it's working. Follow this step-by-step guide if you face any problem and feel free to request a free demo!
Benefits of Integrating Salesforce with Eventleaf Event Registration System
Eventleaf's Salesforce integration is designed for event managers who are too busy to manually copy data between their event registration system and CRM. Besides efficiency and convenience, here are the specific event-related benefits that you can enjoy by integrating Eventleaf with Salesforce.
Centralized Data Management
Event management often involves juggling numerous data sources and fragmented information. With the integration of Salesforce and Eventleaf, all essential attendee data is centralized in the CRM. This enables a comprehensive overview of participant interactions and event activities, facilitating more informed and strategic decision-making.
Improved Lead Nurturing
Effectively capturing and following up on leads is crucial for maximizing your event's return on investment (ROI). By integrating Eventleaf with Salesforce, lead data is seamlessly synchronized. Leads captured during event registrations are automatically loaded into Salesforce CRM, ensuring timely and efficient follow-up by your sales team, higher conversion rates and faster revenue growth.
Automated Workflows and Processes
Reducing manual tasks and minimizing errors are essential for effective event management. The integration allows for the creation of automated workflows to handle tasks such as sending registration confirmations, scheduling follow-up communications, and assigning responsibilities to team members. Automation saves valuable time and ensures consistency and reliability in communication and task execution.
Advanced Analytics and Reporting
Data-driven decision-making is key for all business activities, including successful event planning and analysis. The Salesforce integration allows you to gather detailed attendee info in the CRM, which you can use for in-depth analysis. Salesforce can use this data to generate detailed reports on various event metrics, such as registration trends, demographics, and overall event ROI.
Personalized Customer Experience
The success of your events depends on customer satisfaction and engagement. With the integration, you can use the attendee data to offer tailored communication based on individual attendee preferences and behaviors. Take optimum advantage of Salesforce CRM by executing personalized email campaigns and designing customized event experiences.
Seamless Team Collaboration
Effective event management requires seamless collaboration and communication within your team. Salesforce's collaboration tools, such as Chatter, enable efficient communication and coordination among team members. Whether it involves delegating tasks, sharing updates, or discussing event strategies, these tools ensure everyone is well-informed and aligned with event goals.
Customizable Solutions
Integrating Salesforce with Eventleaf allows for customizable solutions tailored to your specific needs. Whether it's creating custom registration forms, designing unique surveys, segmenting attendees by demographics, or managing specialized attendee engagement processes, this integration provides the flexibility to adapt and excel.
Augment the Power of Salesforce CRM
Integrating Salesforce with Eventleaf goes beyond mere operational enhancements. This integration improves data management, optimizes lead handling, automates workflows, offers advanced insights, personalizes customer experiences, fosters team collaboration, and facilitates customizable and precise ROI tracking.
