Registrants as leads, contacts or custom objects
We check whether the person already exists and use that record. If not, we create one, following your rules.
Salesforce integrations
Salesforce integrations that put every registrant in the right place.
Salesforce is set up to match how your business works, and your event data should respect that. We work with contacts, leads, accounts, campaigns, campaign members and custom objects, so events fit the way you already sell.
Sound familiar?
Another spreadsheet to load.
After every event, someone spends hours loading a spreadsheet into Salesforce. Half the people already exist. The import creates them again as new leads, and the clean-up falls to your admin.
- Duplicate contacts, because the same person registered with a different email.
- Campaign members that never appear, because a duplicate rule blocked them.
- Invited, Registered, Attended and No Show set up differently for every campaign.
- Loading a list of a few hundred leads takes most of a day.
We live in your world
We respect the rules your admin has already built.
We look for the person in Salesforce first and use that record if it exists. We follow your duplicate and matching rules, and we agree with you up front when someone should be a lead and when they should be a contact. We work with Person Accounts, campaign hierarchies and Account Engagement too.
Where the standard connectors stop
If you run Cvent with its Salesforce app and it does what you need, keep it. We help when registration happens somewhere else, when the standard connector brings across fewer people than it should, or when you want attendance for every session and not only the event. Salesforce needs API access for any integration, which is included in Enterprise edition and above and available as an add-on for Professional.
We speak Salesforce
Leads and contactsAccountsCampaignsCampaign membersCampaign member statusPerson AccountsDuplicate and matching rulesCustom objects
Event Data Pro is an independent company. Salesforce and other product names belong to their owners.
How we do it
Common Salesforce integrations
One consistent set of campaign statuses
Invited, Registered, Attended and No Show, set up the same way on every event campaign, automatically.
Attendance for every session
If someone attended a session, they are added to the campaign for it, so sales sees real interest.
Check-in as it happens
Attended status updates during the event, so follow-up can start on show day.
Badge details from two systems
We combine data from Salesforce and registration and send it to your badge printing system.
What done looks like
Your admin stops loading spreadsheets, every registrant lands on the right record, and campaign reports can be trusted.
How every project starts
We start with a free consultation - about two hours of discovery kicking off with a 30-minute call. We map out where your data lives, the business rules your event follows, and what your IT team will need to see. You keep that document whether you hire us or not.
If you do hire us, a first integration is typically $3,500 to $7,500, and reusing it for your next event costs 40 to 90 percent less. No subscription. No annual contract.
Money back guarantee. If you’re not satisfied with the integration, we’ll refund you.