Salesforce integration with idloom.events Salesforce is much more than just a CRM solution. It brings together all your customer information in a single integrated platform that enables you to build a customer-centred business from marketing right through to sales, customer service and business analysis.

Extend Salesforce event management capabilities

Extend your Salesforce capabilities by connecting idloom.events and turn your event registrants into Salesforce contacts.

What is Salesforce?

Salesforce is the world’s #1 customer relationship management (CRM) platform. Our cloud-based, CRM applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

Synchronize contacts information from idloom.events to Salesforce

idloom.events synchronizes the following information:

• Guest details, including custom fields.
• Accompanying person details.
• Company information.
• Registration details.
• Invoicing and payment details.

Synchronizations are automatically triggered on the following events:

• Notify-me (pre-registration) > Create, update, delete.
• Guest > Create, update, delete.

Collect contacts information from Salesforce to idloom.events

idloom.events can collect the following information: *

• Load participant list for restricted registration. 
• Adapt registration forms content depending of guest details in Salesforce. 
• Dynamically load information (like POS addresses) to populate registration forms custom fields. 

* Additional configuration cost may apply.