1.Registers guest
Integrate Eventmaker, registration data tools, and contact mapping tools to capture incoming guest payloads for CRM creation.
Create CRM attendance and contact from event registration
Automatically monitor new guest registrations across Eventmaker and Salesforce. Create and update CRM records when guest registers, ticket type qualifies, or guest category matchesβso you can create accounts, link contacts, and log attendance without manual CRM updates.
How this automation creates unified CRM attendance
When new registrations come in, reps and billing may wait while accounts, contacts, and attendance are built manually. This automation finds or creates Salesforce accounts and contacts and creates or updates attendance recordsβso your team can act the same day.
Eventmakeror swap with your favorite app
2.Find or create Account
Integrate Salesforce and CRM matching tools to find or create the Account from organization and affiliation details.
Salesforceor swap with your favorite app
3.Find or create Contact
Integrate Salesforce and contact enrichment tools to find or create the Contact and link it to the Account.
4.Find or create Attendance
Integrate Salesforce and event operations tools to create or update Attendance tied to the conference and payment status.
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Step 1
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Define the trigger
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Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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