Eventleaf How To Guides

How to Integrate Eventleaf with Salesforce

Eventleaf's integration with Salesforce is quick and easy. If you're already using the Salesforce app, whenever an attendee registers for your event on Eventleaf, you can instantly push their information to your Salesforce CRM.

To set up the integration:

  1. 1. Log in to Eventleaf.com and then click on the name of the event.

    Log in to Eventleaf.com and then click on the name of the event
  2. 2. Then click on "integrations" on the right side of the navigation bar.

    Then click on
  3. 3. Then click on Salesforce on the blue bar.

    Then click on Salesforce on the blue bar
  4. 4. Click on the toggle button to enable the integration.

    Click on the toggle button to enable the integration
  5. 5. Click on the connect button.

    Click on the connect button
  6. 6. Type in the consumer key, consumer secret, username and password to log in to the salesforce account.

    Type in the consumer key, consumer secret, username and password to log in to the salesforce account
  7. 7. Then click on the connect button.

    Then click on the connect button
  8. 8. The integration status should now be shown as connected.

    The integration status should now be shown as connected
  9. 9. You can now map Eventleaf registration form fields to corresponding Salesforce Contact fields.

    You can now map Eventleaf registration form fields to corresponding Salesforce Contact fields
  10. 10. This completes the integration setup. Once this is completed, every time someone registers for the event, their information will be sent over to Salesforce and a contact record will be created in Salesforce.

Start Using Salesforce Integration Today

It barely takes a couple of minutes to enable the integration and start working smarter.

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