Welcome to the Salesforce integration! This integration will enable customer information collected through AddEvent RSVPs to automatically be added to your Salesforce account!
Whenever you create and share an event with AddEvent, you have the option of turning on RSVP functionality so you can keep track of who will be coming to your events. RSVP forms are completely customizable, so you can collect names, email addresses and any other custom information you wish to know. This information is automatically organized and displayed in your AddEvent account.
Using the new Salesforce integration, when someone RSVPs for your event, they will automatically be added as a contact in Salesforce! It’s now easier than ever to keep your contact databases in-sync and improve you workflow efficiency.face
To get started with the Salesforce integration, please review the steps below. For more help getting started with Zapier, please visit their Learning Center.
Ensure you have a Zapier account (if you do not, you will need to create a Zapier account).
Once you've logged in, you'll be directed to the My Zaps page. Now click the 'Make A Zap!' button at the top right navigation area.
In the "Name your zap" input field (on your top left), please type in 'AddEvent + HubSpot'. Below the headline "1. When this happens ...", please type in 'AddEvent' in the apps search box.
Once you've found 'AddEvent' in the app list, click on it to take you to the next step.
Make sure 'AddEvent' is selected in the 'Choose App' select box and that 'New RSVP Attendee' is selected in the 'Choose Trigger Event' select box. Click 'Continue'
Now you need to connect Zapier with your AddEvent account. Here you need to use your AddEvent API Token. First, click the 'Sign in to AddEvent' button
Open a new browser window and sign into your AddEvent account. You can find your AddEvent API Token in the "Account" area in the 'Account ID and API Token' section.
Copy the API Token from your AddEvent.com account area, then paste it into the API Token section on Zapier to allow Zapier access to your AddEvent account and click 'Yes, Continue'.
Once you've connected your AddEvent.com account to Zapier, click 'Continue'.
In the next step, you may either 'Skip' or 'Find Email'. This is necessary for Zapier to test the connection by going to your AddEvent account to see if Zapier can find an email.
If your AddEvent account finds an email, you'll be presented with a success screen (confirmation). If no emails are found, that means you don't have any RSVP attendees yet. You can click the 'Skip' button.
In the next 'Do this ...' section, please type in "Salesforce" in the search box and click on the Salesforce App.
Next, click the 'Choose Action Event' drop down and select 'Create Contact', then click 'Continue'.
Next, please click the 'Sign in to Salesforce' button.
(If you don't have an account, you need to create a Salesforce account).
You will first need click 'Yes, Continue' button to grant Zapier access to your Salesforce account.
Next, connect your Salesforce account to Zapier by entering your Salesforce Username and Password, then click 'Log In'.
Allow Access: Once you've logged in, you will need to Allow Access by clicking the 'Allow' button to grant Zapier access to your Constant Contact account.
Once your Salesforce account is connected, click 'Continue'.
Next, please select 'Last Name' in the 'Last Name' select box.
Then, please select 'Email' in the 'Email' select box.
Last, please select 'First Name' in the 'First Name' select box. Click the 'Continue' button.
Next, you can send a test to Salesforce or skip the test. It's recommended to send a test to ensure a successful connection and that the data is being added to the Salesforce contact area correctly.
Now, your Zap is ready to be turned on! Click the 'Turn Zap On' button and you're all set! Your event RSVPs will now automatically be added as contacts to your Salesforce list 😎
To manage your newly created Zap, you can do so at your My Zaps home page.
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