Eventleaf How To Guides

How to Integrate Eventleaf with Salesforce

Integrating Eventleaf with Salesforce unlocks a powerful synergy between your event management system and customer relationship management. This connection ensures that every new attendee registration is automatically transferred to your Salesforce CRM, simplifying lead tracking and post-event engagement.

By linking Eventleaf to Salesforce, you can maintain a seamless flow of data between your event and your CRM, eliminating the need for manual data entry. With just a few steps, you can set up the integration and watch your attendee information sync instantly, helping you better manage your contacts and drive event success.

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.

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