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Setting Up an Integration from Salesforce to EventMobi

Connecting Salesforce with EventMobi allows you to automatically push contact or lead information from your CRM directly into your EventMobi People library. This automation eliminates manual CSV uploads and ensures your attendee list is always synced with your primary source of truth.

What to Know Before You Start

  • Directional Flow: This tutorial covers the Salesforce → EventMobi flow (creating/updating attendees in EventMobi based on Salesforce triggers).

  • Trigger Events: You can set this integration to trigger when a member is added to a specific Salesforce Campaign, or when a record is updated with a specific checkbox (e.g., "Send to EventMobi").

  • Data Matching: The integration uses the Email Address as the unique identifier to prevent duplicate profiles in EventMobi.

⚙️ Setting Up the Integration

1. Install the Solution in Integration Hub

Log in to the Experience Manager, navigate to the Integration Hub tab, and locate the Salesforce → EventMobi solution. Click Install.

2. Install the Scenario

Click Install to the scenario. This scenario covers both New profile and update an existing EventMobi profile.


3. Grant Access

If you have already connected Salesforce for the "EventMobi → Salesforce" flow, you can reuse that connection. If not:

  1. Click Grant Access.

  2. Connection Name: Give it a clear name (e.g., "Marketing Salesforce Prod").

  3. Environment: Select Production (or Sandbox for testing).

  4. Log in to Salesforce when prompted and click Allow to authorize EventMobi.

4. Map Your Fields

Field mapping tells the Integration Hub which Salesforce fields should populate specific EventMobi profile fields.

  • Search for Attendee: The integration includes a pre-configured step to search EventMobi by email. This prevents the system from creating a duplicate if the person is already in the event.

  • Map Salesforce Fields to EventMobi: * First Name → First Name

    • Last Name → Last Name

    • Email → Email

    • Title/Position → Title

    • Account Name → Company

      Most of these are pre-mapped,but there are situations where you need to make adjustments depending on how you created the fields from Salesforce

[!TIP] Custom Fields: If you have custom fields in Salesforce (like "Dietary Restrictions" or "Member Tier"), ensure you have created corresponding Custom Fields in the EventMobi People library first so they appear in the mapping dropdown.

5. Define the Trigger (Filtering)

Unlike the EventMobi → SF flow, you likely don't want every contact in your CRM to go to your event.

  • In the Salesforce module within the Hub, set a Filter.

  • Common Filter: Campaign ID equals [Your Salesforce Campaign ID] OR Sync_to_EventMobi__c equals True.

6. Go Live

  1. Switch the toggle to Start to activate the integration.

  2. The automation will now begin monitoring Salesforce for the triggers you defined.

🧪 Test Your Integration

To ensure the "plumbing" is working correctly:

  1. In Salesforce: Find a test contact or create a new one.

  2. Trigger the Action: Add that contact to the designated Campaign or check the sync box you configured.

  3. Wait: Give the system about 1–2 minutes to process.

  4. In EventMobi: Go to the People section in Experience Manager.

  5. Verify: Search for your test contact to ensure the name, email, and company details have arrived exactly as mapped.

Troubleshooting Note

If a record fails to sync, check the History tab in the Integration Hub. The most common error is a "Validation Error," which usually means a required field (like Last Name) was missing in Salesforce but is required by EventMobi.