What the integration can do:
- Create new leads inside Salesforce
- Transfer lead data in real-time
- Add any data to Salesforce if the email address already exists as a Lead
- Update and replace data within an existing lead inside Salesforce
- Assign leads to an active campaign
What the integration cannot do (yet!):
- Create or update any other kind of object
- Update contacts
Setting Up the Salesforce integration
First Run: Setting up the Salesforce integration
Using the Integration: Create new or update existing leads automatically in Salesforce
To link leads from your event to an active Salesforce campaign, simply add the campaign by searching the name or ID.
In order for the campaign to be linked you will need to select the member status from the dropdown. All records submitted to the event will be given the chosen member status inside the chosen campaign.