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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.

About idloom

idloom is a state-of-the-art event management software specially designed to effortlessly manage the entire process for online, live and hybrid events through the automation of most processes. 

Event organizers can go from idea to creation of a complete multipage, multilingual event website, attendee management, payment processing, badge printing, hotel room booking, invoice generation, on-site check-in, session management, and much more in minutes. 

Try it now!