If you're hosting an event where you're looking for prospective clients, don't let these new leads fall through the cracks. With this automation, Zapier can take care of their contact information for you. This integration will add attendees who sign up through SignUpGenius to your Salesforce client list.
*Note: "Once set up, this Zapier integration only imports new group members into Salesforce, NOT previously registered group members.”
How this SignUpGenius-Salesforce integration works
- A SignUpGenius group gains a new group member
- Zapier creates a new contact in Salesforce
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Create SignUpGenius group members from new Salesforce contacts
Client onboarding can run the risk of excluding new clients from events. Don’t worry about losing track of incoming clients! This Zapier integration will add new group members to SignUpGenius when Salesforce contacts are created.
*Note: "Once set up, this Zapier integration only imports new group members from Salesforce into SignUpGenius, NOT previously registered group members.”
How this Salesforce-SignUpGenius integration works
- A new contact subscribes to the Salesforce client list
- Zapier creates a new group member in SignUpGenius
It's easy to connect Salesforce + SignUpGenius and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers when a new event occurs in a sign up (Paid Subscribers Only).
Create a new contact.