Salesforce
Sync all your critical event data with the world’s most popular CRM platform. Swoogo offers an easy-to-use integration with Salesforce. Best of all, there’s no extra charge to use the Salesforce integration with your Swoogo account.
Sync all your critical event data with the world’s most popular CRM platform. Swoogo offers an easy-to-use integration with Salesforce. Best of all, there’s no extra charge to use the Salesforce integration with your Swoogo account.
Sales ❤️ Events
With the Salesforce + Swoogo integration you can stay on top of potential new event-sourced business opportunities:
Automatically send Swoogo registrants into Salesforce when they register for your event
Sync data from Swoogo fields to Salesforce Contacts, Leads, Opportunities, and Accounts
Get specific! Set Lead Source to the name of your event, set Opp status based on attendance, and more
Use conditional logic in Swoogo to pick which registrants are synced or not
Dream Team
Swoogo’s Salesforce integration helps you keep things organized across your event operations and your CRM.
Detailed data about syncs: timestamps, logs, which API key was used, and more
Map any Swoogo fields to Salesforce campaign custom fields
Sync registrants from Swoogo to Salesforce hourly, or trigger a manual sync on demand
Use reports in Swoogo to track and analyze your synced records
Reduce Import/Export
It’s never fun to export spreadsheets of event attendees, collate and clean them, and reupload them into other platforms. With the Swoogo Salesforce integration you can:
Create Salesforce campaigns from your Swoogo dashboard
Set campaign statuses based on whether your registrants attended, no-showed, or canceled
Use conditional logic in Swoogo to add registrants to different campaigns in Salesforce, based on their attributes
Choose how Accounts in Salesforce should be created or updated when syncing Contact data