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Setting Up an Integration with Salesforce

Connecting EventMobi with Salesforce automatically transfers new attendee and their details in an EventMobi event into your Salesforce. This ensures your Salesforce contact stays accurate and up to date.

New to Integration Hub? Check our guide, Getting Started with EventMobi Integration Hub, to get the most out of this instruction!

What to Know Before You Start

While the same company owns Salesforce, Nimble AMS, and Fonteva, EventMobi currently only supports integration directly with Salesforce. If you wish to connect with Nimble AMS or Fonteva, please contact our sales team.

Understanding Salesforce Data Types

As with other larger CRM systems, there are many types of people records that serve different purposes. This integration is intended to sync EventMobi attendee data with the Contact record in Salesforce. 

You can change this in the field mapping step if you need to sync attendee data as a lead or any other type of people record in Salesforce.

  • Account
    A company in Salesforce. Stores organization-level information, including name, website, billing address, and industry.
  • Contact
    A person tied to an Account. It stores person-level information, such as first/last name, email, title, and phone number. This is the standard “person” record most teams use.
  • Lead

    An unqualified prospect, whether a person or a company. Once qualified, most users will convert the lead to an Account, Contact, and Opportunity. Adding a lead does not automatically create a contact. 

⚙️ Setting Up the Integration

1. Install the Solution in Integration Hub


Head to Experience Manager, then install the Integration Hub and find the Salesforce → EventMobi solution.

2. Install the Scenarios

To install, click Install next to each scenario.

3. Grant EventMobi Access to Salesforce

You’ll only need to do this once for all scenarios.

  1. Click Grant Access to open the configuration screen.


  2. Give your connection a name (anything that helps you recognize the Salesforce account you’re connecting to)
  3. Environment – Select Production
  4. Additional Entities – Optional. You can keep it empty. 
  5. Click continue and grant access to Salesforce by logging in.



4. Map your fields

Now that your Salesforce connection is in place, the next step is to tell the Integration Hub how to match data between Salesforce and EventMobi. This process is called field mapping, and it’s key to ensuring that everything appears where it should.

ℹ️ In the scenario, a step called Search a Person is there to help the system identify whether an attendee has existed in Salesforce using the attendee’s email. If the system can find the attendee, it will update their information. If not, it will create a new contact.
This is automatically configured.



Select Salesforce: Create a Contact

By default, standard fields like First Name, Last Name, Title, About, and Email are automatically mapped for you, so you don’t need to worry about them.



For other custom fields, you will need to connect them manually.

To map a field:

    1. Find the Salesforce field in the list
    2. Click on it to open the dropdown
    3. Select the matching Salesforce field



You only need to map the fields you actually need. If there are EventMobi fields you’re not planning to use in Salesforce, you can skip them.

Once you have configured it for “Create a Contact,” you can repeat the same step for “Update contact.”

ℹ️ In Salesforce, a company is an account. Because Salesforce’s system is structured this way, we cannot directly sync attendees’ companies without first creating an account in Salesforce. If you wish to create an account whenever a new company is detected, please reach out to your AM to arrange a custom integration.
Additionally, you can create a plain-text custom field to sync the company data, then later manually create the account in Salesforce based on this data.
Leaving the Account empty won’t affect the syncing. However, you will need to manually create and select the account in Salesforce later.

5. Go Live


Click Start to activate your integration.

This will turn on the automation and begin syncing attendee information from the EventMobi event to Salesforce. 



Once the automation is activated, you can find it in the My Installations tab.



6. Test Your Integration


It’s a good idea to run a quick test to make sure everything is syncing as expected.
  1. Go to your EventMobi People library and add an attendee using a unique email.

  2. Wait for the integration (usually a minute).

  3. In Salesforce, navigate to Contacts

  4. Search for your test record to confirm the import.

For additional troubleshooting tips, check our guide, Getting Started with EventMobi Integration Hub, to get the most out of this instruction!