Having to do something twice is the worst. It's especially frustrating to manually update your CRM with new data from your event tool. This Zapier automation will automatically create a lead in Salesforce when new invitations are created in Event Farm. From there, your sales and marketing teams can get to work following up with the lead!
How this Event Farm-Salesforce integration works
- A new invitation is created in Event Farm
- Zapier creates a lead in Salesforce
- Event Farm
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Triggers when a guest checks into the selected event.
This call will add the information provided as a Guest in the Event Farm system and add that Guest to the Guest List for the specified Event with the provided configuration details.
Triggers when a guest confirms their invitation into the selected event.
Create a new lead.
Triggers when a guest's invitation receives an affirmative status for the selected event.
Add a lead to a campaign.
Triggers when a new lead is created.
Create a new custom object (of the type you choose).
Triggers when a new custom object (of the type you choose) is created.
Add a contact to a campaign.