Sync new Leads and Contacts directly from your Hubilo webinar/event into your Salesforce.
Salesforce Integration allows you to manage your leads more efficiently and allows you to measure the success of your event by linking it with your Salesforce campaign with Hubilo event/webinar. Automatically update their campaign member status as well as they attend the event(Registered, Attended, No Show etc).
What can you achieve with the Hubilo and Salesforce Integration:
- Enrich your existing Leads and Contacts data with their recent webinar activities.
- Create a new Lead or Contact in your Salesforce directly from Hubilo when a new attendee registers for your events.
- Create leads/contacts with all the default profile fields data, custom profile fields data, Hubilo groups they belong to and their magic link as well.
- Sync your attendees directly to your Salesforce Campaign.
- Automatically update the status of campaign members based on their attendance in the event(Status values like Registered, Attended, No Show etc) for you to have a real time tab of your attendees.
- Push your Attendees intent and activity data(e.g, submitted a poll, watched a session, asked a question) directly to your Salesforce to tailor your communication with prospects.
Prerequisites
Salesforce Sales Cloud user access: Either Admin access or a user with all Integrations and API access, as we will need access to Campaigns, Campaign Members, Campaign Member Statuses, and other objects like Contacts, Leads to write the data.
Note: Hubilo recommends you to create a separate user(with all required API) access as we will be creating new leads/contacts or updating the existing records with the connected user’s account. This would help you to track any changes done by Hubilo.
Here's how to connect Salesforce with Hubilo.
Connect your Salesforce account with Hubilo in few steps mentioned below:-
Step 1: Once you are logged into the Hubilo dashboard, click on the ‘Integrations’ tab on the top menu and go to the ‘Sales & Marketing’ category.
Step 2: Click on the ‘Connect’ button on the Salesforce tile.
Step 3: Once you click on ‘Connect’ you will see a popup to authenticate your Salesforce account.
- You will need to enter an Authentication name. This can be anything you want. The system will show you this name for click authentication if you try to connect again.
- Select your Salesforce Instance Type(usually it’s going to be Production unless you are doing testing)
- Now all you need to do is to enter your Salesforce username and password to authenticate.
Step 4: Click on finish once the authenticated successfully with your account . On clicking “Finish”, a success message will appear at the bottom of the screen.
Step 5: Once the account is authenticated, the status on the Salesforce card should be shown as connected.
- You will be able to see your connected account name on clicking the gear icon.
Step 4: Once the account is connected and authentication is successful, the next step is to configure your Salesforce Integration for your event or webinar.
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You will need to go back to your event/webinar and go to ‘Integration > Connected apps’ to do that.
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Here is how you can do that - How to set up and enable the Salesforce Integration for your Hubilo event.
Here's how to disconnect your Salesforce account
- Go to the ‘Integrations’ tab from the top menu.
- You will see the ‘Salesforce’ card to be in Connected state. Click the gear icon on the top right of the card.
- You will be able to see the connected account name and a ‘Disconnect’ button.
- You can click that and your Salesforce account will be disconnected from Hubilo.
Note: When you disconnect your Salesforce account, any event or webinar where the Integration was enabled will automatically stop. Any mapping that you would have done in configuring the event will be reset.
Next Articles:
How to set up and enable the Salesforce Integration for your Hubilo event
How to connect Salesforce Campaign with your Hubilo event
How to export Attendee activities from Hubilo to Salesforce