Connect Salesforce account to Workspace
To connect your Salesforce account to your workspace, follow these steps:
Go to your Workspace.
Click on `Settings`
Click on `Integrations`
Select `Salesforce`
Click on the `Authorize Salesforce` button
Log in to your Salesforce account
Go back to the event tool and note that the integration is active in the pop-up window.
Link Salesforce to event
To Link Salesforce to an event, follow these steps:
Go to the event you want to link Salesforce to
Click on `Settings`
Click on `Integrations`
Click on `Salesforce`
Select Salesforce campaign.
Click on `Create`
At the top of the page, under the heading Active integrations, choose `Salesforce`
If you want to send all attendees to Salesforce, click on `Sync all tickets`
Activate the Company field
Before inviting participants, check that the Company field is enabled in the registration form. To activate the Company field in the Signup form, follow these steps:
Click on `Pages`
Click on `Forms`
Under the Signup forms heading, click on `Default`
If the Company field is disabled, click on `Activate`
Click on `Save` to activate the field.
Send individual attendee to Salesforce
To send an individual attendee to Salesforce, follow these steps:
Click on `Attendees`
Click on `List`
Select the participant by clicking on their name.
Click on the blue `Send to Salesforce` button below.
The contact is now added to Salesforce!