EventMobi + Salesforce

EventMobi + Salesforce integrations

Add new EventMobi attendees to Salesforce campaigns

If Salesforce is the CRM of your choice and you want to track attendees who signed into your event space, you can use this template. This template takes your EventMobi attendee, checks if they are already a lead on Salesforce (if not, they'll be added), and then adds the lead to a campaign of your choice.

When this happens...
New PersonTriggers when a new person is added.
TriggerInstant
automatically do this!
Add Lead to CampaignAdds an existing lead to an existing campaign.
ActionWrite

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More things you can do with EventMobi and Salesforce

Discover other triggers and actions you can use with EventMobi and Salesforce

- Events
  Required
Trigger
Instant
Try It
- Event
  Required
- external id
- Name
  Required
- About
- Email
- Phone
- Website
- twitter
- facebook
- linkedin
- Location Label
Action
Write
- Event
  Required
- External Id
- Name
  Required
- Description
- Start datetime
  Required
- End datetime
  Required
- Location label
Action
Write
- Event
  Required
- Person ID
  Required
- First Name
- Last Name
- Email
- Title
- Company
- About
- Website
- Checkin code
- X (formerly Twitter)
- Facebook
- LinkedIn
- Groups
- Show Person Custom Fields
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It

- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It

- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Event
  Required
Trigger
Instant
Try It
- Event
  Required
- External id
- First Name
  Required
- Last Name
  Required
- email
- title
- company name
- about
- website
- checkin code
- Twitter
- facebook
- linkedin
- Groups
- Show Person Custom Fields
Action
Write
- Event
  Required
- Person ID
  Required
Action
Write
- Event
  Required
- Email
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About EventMobi

EventMobi’s event management platform has been trusted by associations, agencies and corporations to deliver engaging professional events for 12+ years

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Related categories

Event Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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