Salesforce · in preparation
In preparationEvent RSVPs and attendance, synced to Salesforce.
The Salesforce sync is in preparation. It will keep guests, their replies and their attendance on Salesforce contacts or leads, so the account team sees who said yes and who walked in.
One message from our team when it opens, through the contact form. No mailing list.
- Guests to contacts or leads
- Replies and attendance kept current
- Contact details only where allowed
- Your systemLive
- ZapierLive
- HubSpotLive
- SalesforceIn preparation
What it will do
The event, on the record your sales team reads.
The sync is in preparation. This is what it is being built to carry.
- Contacts or leads
- Each guest written to a matching Salesforce contact, or to a lead where there is none.
- Replies
- Who accepted, who declined and how many they bring, kept current when an answer changes.
- Attendance
- Who was admitted at the door, so the follow-up starts with the people who came.
- Only what you allow
- E-mail addresses and phone numbers move only if the connection is allowed to see them.
How it will work
Three steps, once it opens.
- Connect SalesforceFrom Integrations, sign in to your Salesforce org and approve the access.
- Choose contacts or leadsAnd which events, replies and check-ins are written to them.
- Work from SalesforceReports and follow-ups read the replies and attendance Winglark keeps current.
Until it opens
The API and webhooks the sync will be built on work today on Professional and Agency. A Salesforce developer can connect them today.
Questions
Can Winglark sync event RSVPs to Salesforce?
That is the Salesforce sync, in preparation: replies and attendance written to contacts or leads. Ask to be told when it opens.
Contacts or leads?
Either: a guest is matched to an existing contact, or written as a lead where there is none.
Can our developers connect it now?
Yes, with the API and webhooks, which work today: rsvp.submitted for replies and checkin.admitted for the door, on Professional and Agency.
Which plans will include it?
Professional and Agency, the same plans as the API and webhooks.
Be told when the Salesforce sync opens.
Or connect it yourselves with the API and webhooks today.