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EventMobi + Salesforce

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.

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.

  1. When this happens...
    EventMobiEventMobi
    New Person

    Triggers when a new person is added.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • EventsRequired

    Trigger
    Instant
    Try It
    • EventRequired

    • external id

    • NameRequired

    • About

    • Email

    • Phone

    • Website

    • twitter

    • facebook

    • linkedin

    • Location Label

    Action
    Write
    • EventRequired

    • External Id

    • NameRequired

    • Description

    • Start datetimeRequired

    • End datetimeRequired

    • Location label

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    • External id

    • Last NameRequired

    • First NameRequired

    • email

    • title

    • company name

    • about

    • website

    • checkin code

    • Twitter

    • facebook

    • linkedin

    • Groups

    Action
    Write
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About EventMobi

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

Related categories

  • Event Management
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About Salesforce

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