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PheedLoop + Salesforce

Create Salesforce records from new PheedLoop registrations

Keep your Salesforce records updated by adding this integration to your workflow. Every time there's a new registration in PheedLoop, a corresponding Salesforce record will be created automatically. Eliminate unnecessary manual work, and enjoy your extra time!

Keep your Salesforce records updated by adding this integration to your workflow. Every time there's a new registration in PheedLoop, a corresponding Salesforce record will be created automatically. Eliminate unnecessary manual work, and enjoy your extra time!

  1. When this happens...
    PheedLoopPheedLoop
    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • EventRequired

    Trigger
    Instant
    Try It
  • PheedLoop triggers, actions, and search

    New Member

    Triggers when a new member is created for your organization.

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
    Try It
  • PheedLoop triggers, actions, and search

    Update Member

    Triggers when an existing Member is updated. This trigger is fired whenever a Member is updated (including their Attendee profiles) across any of your Organization's events as well.

    Trigger
    Instant
    Try It
    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • About

    • Tag Codes

    • Title

    • Member's Organization

    • Address Line 1

    • Address Line 2

    • City

    • State

    • Zip/Postal Code

    • Country

    • Phone

    • Internal Code

    • Dietary Restrictions

    • Accessibility Requirements

    • Designations

    • Send App Welcome Email

    • Send Attendee Portal Welcome Email

    • Send Virtual Portal Welcome Email

    Action
    Write
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About PheedLoop

Live, Virtual, Hybrid Event Management Software

Related categories

  • Event Management
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About Salesforce

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