EventMobi + Salesforce

Add new EventMobi attendees to Salesforce campaigns

If Salesforce is the CRM of your choice and you want to track attendees who signed into your event space, you can use this template. This template takes your EventMobi attendee, checks if they are already a lead on Salesforce (if not, they'll be added), and then adds the lead to a campaign of your choice.

If Salesforce is the CRM of your choice and you want to track attendees who signed into your event space, you can use this template. This template takes your EventMobi attendee, checks if they are already a lead on Salesforce (if not, they'll be added), and then adds the lead to a campaign of your choice.

  1. When this happens...
    EventMobiEventMobi
    New Person

    Triggers when a new person is added.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    • External id

    • First NameRequired

    • Last NameRequired

    • email

    • title

    • company name

    • about

    • website

    • checkin code

    • Twitter

    • facebook

    • linkedin

    • Groups

    • Show Person Custom Fields

    Action
    Write
    • EventRequired

    • Person IDRequired

    Action
    Write
    • EventRequired

    • EmailRequired

    Action
    Search
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About EventMobi

EventMobi’s event management platform has been trusted by associations, agencies and corporations to deliver engaging professional events for 12+ years

Related categories

  • Event Management
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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