When an attendee registers for an event on Eventleaf.com, their information can be saved to a Lead in Salesforce. This guide will walk you through configuring the connection between your event and Salesforce account.
Instructions
- Navigate to Event > Integrations > Salesforce.
- Check the Enable Salesforce Integration checkbox.
- Configure your Salesforce account to allow Eventleaf integration by following the instructions:
Step-By-Step Instructions
- Log in to your Salesforce account.
- Navigate to Platform Tools > Apps > App Manager.
- Click the New Connected App button.
- Enter a name for the app, such as 'Eventleaf', in the Connected App Name field and the Contact Email that you would like to use.
- In the API (Enable OAuth Settings) section, check Enable OAuth Settings, set the Callback URL to 'callback:none', set the Selected OAuth Scopes to Full access (full) and uncheck the Require Secret for Web Server Flow checkbox.
- Save the settings and click Continue.
- Navigate to Platform Tools > Apps > App Manager.
- Locate the Eventleaf app that you created and select View from the dropdown button list at the end of the row.
- Click Manage.
- Click Edit Policies.
- Set IP Relaxation to 'Relax IP restrictions'.
- Navigate to Platform Tools > Apps > App Manager.
- Locate the Eventleaf app that you created and select View from the dropdown button list at the end of the row.
- Note the Consumer Key and Consumer Secret that are displayed in the first line of the API (Enable OAuth Settings) section.
- Click the Connect button and enter the connection details obtained from Step 3-14.
- The connection status should now say "CONNECTED".
- Map the Eventleaf registration form fields to the Salesforce Lead record fields.
- Click Send Test Data to send a test record to your Salesforce account. After sending the data, check your Salesforce account and verify that a Lead has been created.
Configuration is complete and future registrations will be pushed to your Salesforce account.