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Set up your first integration
Quickly connect Luma to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Luma with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Person Subscribed" from Luma.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Luma and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Calendar Person Subscribed
Triggers when someone subscribes a calendar
Try ItTriggerInstant - Event Updated
Triggers when an event is updated
Try ItTriggerInstant - Guest Updated
Triggers when a guest's approval status changes, when they're checked in, or when they update their registration
Try ItTriggerInstant - New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling
- Event Created
Triggers when a new event is created
Try ItTriggerInstant - Guest Registered
Triggers when a new guest registers for an event (fires once even if guest has multiple tickets)
Try ItTriggerInstant - Ticket Registered
Triggers for each individual ticket when a guest registers (fires multiple times if guest buys multiple tickets)
Try ItTriggerInstant - New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling
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Practical ways you can use Luma and Salesforce
Add new event guests as leads in Salesforce.
When an event guest registers in Luma, Zapier automatically adds them as a new lead in Salesforce. This integration ensures that your marketing team captures every potential lead with no delay, improving customer acquisition rates by ensuring timely follow-ups.
Marketing & Marketing OpsLog updated event registrations as Salesforce contacts.
When a guest updates their registration in Luma, Zapier automatically updates their corresponding contact in Salesforce. This integration keeps your CRM up-to-date effortlessly, saving hours of data entry and boosting accuracy across your records.
Sales OpsLearn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Luma + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Luma and Salesforce
How does Luma integrate with Salesforce?
Luma integrates with Salesforce through an API connection, allowing seamless data flow between the two platforms. This enables you to automate tasks such as updating Salesforce records based on Luma triggers or actions such as new feedback submission.
What triggers are available for Luma when connected to Salesforce?
When you connect Luma to Salesforce, you can choose from various triggers like a new contact creation, updated record, or inbound messages through customer engagement channels. These triggers can then initiate corresponding actions in Luma.
Which actions can be automated in Salesforce using Luma?
By integrating with Luma, you can automate actions such as creating or updating contacts and leads in Salesforce based on specific events or data received in Luma, ensuring your sales pipeline is always up-to-date.
Do I need technical skills to set up the integration between Luma and Salesforce?
No technical skills are required to set up the integration between Luma and Salesforce. Our user-friendly interface guides you through connecting both platforms with simple steps, enabling non-technical users to configure workflows effectively.
Can I customize the integration workflows between the two platforms?
Yes, you can customize workflows extensively when integrating Luma with Salesforce. By selecting specific triggers and defining customized actions, we allow for a tailored automation experience that aligns with your business requirements.
Is it possible to map custom fields during the integration?
Absolutely! When setting up your workflows between Luma and Salesforce, custom field mapping is available so that unique fields specific to your business processes are accurately synchronized across both systems.
How do we ensure data security during the integration process?
We prioritize security by utilizing secure connections and authentication measures throughout the integration process. Your data is transferred through encrypted channels, safeguarding it during every automated transaction.
