PheedLoop + Salesforce

PheedLoop + Salesforce integrations

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!

When this happens...
New RegistrationTriggers when a new registration is created for your chosen event.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with PheedLoop and Salesforce

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

- Event
  Required
Trigger
Instant
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New Member
Triggers when a new member is created for your organization.
Trigger
Instant
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- Event
  Required
Trigger
Instant
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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
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- Email
  Required
- First Name
  Required
- Last Name
  Required
- About
- Pronouns
- Title
- Attendee's Organization
- Member's Organization
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Country
- Phone
- Internal Code
- Dietary Restrictions
- Accessibility Requirements
- Designations
Action
Write

- Event
  Required
- Attendee Email
  Required
Action
Write
- Event
  Required
- Session
  Required
- Attendee Email
  Required
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- 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

- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
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- Event
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- About
- Pronouns
- 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
- Event
  Required
- Attendee Email
  Required
Action
Write
- Attendee Email
  Required
- First Name
- Last Name
- About
- Pronouns
- Title
- Attendee's Organization
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Country
- Phone
- Internal Code
- Dietary Restrictions
- Accessibility Requirements
- Designations
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- 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

About PheedLoop

Live, Virtual, Hybrid Event Management Software

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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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