Just as no man is an island, no event management platform can be the only tool an event prof needs. That’s why integrations exist! In fact, if we find that there’s a platform a bunch of our customers use that would benefit from having a native integration, we get our product wizards on it.
Now, our Salesforce integration isn’t new. But the last time we talked about it on this blog was … never. So, if Salesforce is a major necessity in your company, put your fears to rest! Swoogo integrates with Salesforce natively, and not only that, it’s a pretty nifty integration.
The big takeaway
I know, I know—you’re busy. So, if you read nothing other than this, here’s the main point:
Swoogo’s Salesforce integration is robust, free, and easy to use.
See? You’re more well-informed already.
But let’s dive into all that.
Our native Salesforce integration is basically a big freeway for data. And like any good freeway, it goes both ways. You can push and sync data both from Swoogo into Salesforce, and from Salesforce into Swoogo.
Here are some simple examples of info you might collect in Swoogo.
- Contact data: like Sarah Smith is the VP of Sales at EventCo.
- Registrant data: such as Sarah selected blue as her t-shirt color on her reg form and lives in Albuquerque, NM.
- Attendee data: like knowing that Sarah attended a session named Event Planning With Less Stress.
All of this data can be pushed into Salesforce, with a different set of data for each and every attendee.
Event planners can use Swoogo to create things like invite lists, custom reg forms, and attendee segmentation. (Plus more!) Then all of that info can be pushed and pulled to and from Salesforce, throughout the event. This allows Salesforce to be the source of truth, so to speak, for customer, partner, and lead data.
Here are some more features you can utilize with our native Salesforce integration:
- You can link Swoogo event sessions to Salesforce campaigns with attendance statuses. For example, registrants for Keynote Session are automatically added to Keynote Campaign as “Registered.”
- Sync leads to a campaign, as a campaign member with custom field mapping. Expanding on the example above, registrants who attended the Keynote Session are added as “Campaign Members” to the Keynote Campaign, including their Swoogo registrant info (company, organization, job title, etc.) and synced to campaign member fields.
- You can map Swoogo data to populate campaign data, instead of filling in everything twice. The keynote session description, start date, and location, will populate the associated Salesforce campaign fields once the sessions and campaign are linked.
- More customer control! The customer controls how data is synced between Swoogo and Salesforce.
Because of our native Salesforce integration, Swoogo users can create new Salesforce campaigns directly from Swoogo! The info then feeds and syncs right into Salesforce, instantly.
The conditional logic and customization built into every aspect of Swoogo means that you can collect exactly the right information on each registrant, and then send that data to exactly the right place in Salesforce.
The customer then has access to our integration reporting, where they can see data updated in real time.
Here’s an example:
Without even logging into Salesforce, a Swoogo event planner can create a campaign … let’s call it the Less Stress campaign, on their Swoogo event dashboard, and stipulate that any attendee who attended the Event Planning With Less Stress session (remember Sarah from EventCo??) be automatically enrolled in that campaign.
Sync with Salesforce—now all of that info is in both platforms. In real time.
Is there any more exciting word in the world? Seriously, everyone loves free. But event planners, who have at least twelve different budgets going on at any one time, especially love the word free. And our native Salesforce integration is, well … like ALL of our integrations, free.
Our native Salesforce integration is free to use at every single level of subscription. One-user account? Free Salesforce integration! 120-user account? Free Salesforce integration! It really is that simple.
Now, how much Salesforce charges you to use their platform? That we have no control over. But if you have a Salesforce account, and you have a Swoogo account, it will cost you exactly nothing to put them together with our native integration.
Easy to use
Let’s be super clear here. Easy to use means our Salesforce integration. Like with the price, we have no control over what Salesforce does. But connecting it to Swoogo—and using it with Swoogo—is easy. In fact, we have a setup wizard designed to easily take you through the whole process. Get stuck anyway? (I feel you! If I can mess something technical up, I will.) If you have any problems whatsoever, our legendary, in-house support team will get you through it, and even give you tips on how to get the most out of the connection. (Seriously, they’re the best.)
Have problems later? Not sure how to do that cool thing where you create a Salesforce campaign right in Swoogo? Just hit up your AM. They’ll show you.
We don’t like to brag …
Okay, that’s a lie. We love to brag. What we don’t like to do is bash on other platforms, and we won’t! But the fact is that all Salesforce integrations are not created equal.
So here’s what we think you should be both looking for, and asking about, if you’re shopping around for an event management platform, and you need Salesforce.
Is the Salesforce integration native?
We love our open API and Webhooks as much as anyone, and more than most. But a native integration is the gold standard. If Salesforce is a huge necessity in your event planning, you’ll be better served if you find a platform that integrates it natively.
How much does it cost?
Yes, we’re back to the free thing. With such a vital tool, you might think it’s standard practice to just go ahead and integrate as part of the service. Unfortunately, you would be wrong. Connecting Salesforce to your event management platform is almost never included. From one-time set-up costs, to only allowing access to the Salesforce integration if you’re on a higher (more expensive) tier of service, integrating Salesforce can cost you thousands of dollars. Sometimes it costs that much and the integration isn’t even native.
Where’s my support?
This is crucial! Some companies take care of your Salesforce/event platform troubles in-house. But others will send you to either an outside support team, or the Salesforce support team. But if your problem involves the connection between the two platforms … you might feel pulled in two directions, or you might be given two conflicting sets of information. It’s something you should ask about.
We say it all the time, but in case you’ve missed it, Swoogo’s mission is to empower anyone to bring people together, and our native Salesforce integration is part of that. It’s easy to learn, with no added costs, and it automates event data collection so you can spend more time bringing people together.
You need all that data, let’s be frank here. But when your event is up and running, the last thing you want to be worried about is if your event management platform and your essential data tool are playing nice. With Swoogo, you can depend on it.