Import Registrant Data from Salesforce to Zuddl

Salesforce is a CRM that equips sales, marketing, service teams, and the admin team with the customer information required to administer its interaction with them. The Salesforce - Zuddl integration lets you import campaign members in Salesforce as a registrant to a Zuddl event/webinar.

Integration

The Salesforce integration can be split into two main steps:

• Global-level integration - Installing Salesforce
• Event-level integration

Prerequisite

If your organization requires you to create a special user with required permissions for integration purposes, you need to create an API-only user profile in your Salesforce with Modify All Data or Modify All permissions. Learn how to create an API-only user profile.

Install the app

The following steps show how to install Salesforce on Zuddl.

On the Zuddl common dashboard,

1. Click on Integrations on the left navigation.
2. On the Salesforce card, click on View Details button.
3. Inside the Salesforce integration details page, click Install app.
4. On the Salesforce authentication window, click on New authentication.
5. On the Create a new authentication page, enter the following details and click Create.
   1. Your authentication name: A unique name for you and Zuddl to identify your authentication.

   2. Salesforce instance type: Select either Production or Sandbox to authenticate your Salesforce production or sandbox instance with Zuddl. Use the Sandbox instance to test out the integration and later authenticate your production instance.

      

      If you wish to test out the integration on your sandbox instance, for the first time you can authenticate by selecting the Sandbox instance. Later, if you wish to connect your Salesforce production instance, you need to uninstall app and re-Install app to (from the common dashboard) create a new authentication for your Production instance.

6. On the consent screen, click Allow to grant access to the required permissions.

   

7. In the Lead Source field, enter a value for the lead source in Salesforce whenever a lead is created through the integration. Defaults to Events.  You can change it to ‘Webinar’ as required.

   

   
   
8. Click Finish. This creates the authentication for your Salesforce instance.

Once the installation is done and the authentication is successful. You must set up the event-level integration for every event/webinar individually to establish this data flow.

How it works

The Salesforce to Zuddl integration requires a Salesforce Campaign in order to import campaign members as registrants into a Zuddl event/webinar. You can link any Salesforce campaign to a Zuddl event/webinar for the integration to import registrants from. You can add multiple campaigns as the source, the integration imports all the campaign members as registrants to your Zuddl event/webinar.

The registrants appear in People > Attendees with the status “Registered”.

Event-level integration

In Salesforce, you can leverage the Campaigns object to track event-level data that comes from Zuddl. A Zuddl event/webinar must be tied to a Salesforce campaign to receive registrant details. A campaign ID is used to link a Zuddl event/webinar with a Salesforce campaign.

1. Inside the Zuddl dashboard, go to Integrations.

2. On the Salesforce integration card, click Customize in the Import section. The Import section shows a Disabled status before turning on the integration.

   

3. Toggle on the integration. This enables the integration settings.

   

   A new Lead in Salesforce is added as event/webinar registrant in Zuddl. Under the Lead custom fields tab, map any custom Lead fields in Salesforce to suitable custom fields in your Zuddl registration form.

   Prerequisite

   A Zuddl registration form with all the required fields must be created before you start with the mapping.

   • Select a custom field in the Zuddl registration fields dropdown.
   • Choose a suitable Lead field from the Lead fields dropdown.

• 

5. Click +Add field to add map more fields in the same way.

6. Click Save.

   For the registrants that have been already synced to Zuddl, it is important to map the custom Contact fields in Salesforce to custom registration form fields in Zuddl to ensure that updated field values are passed to your event/webinar.

   You can also pass campaign member fields to Zuddl using this mapping.

   Under the Contact custom fields tab, map any custom fields added to your Salesforce instance to suitable registration form fields in Zuddl.  

   Prerequisite:

   A Zuddl registration form with all the required fields must be created before you start with the mapping.

   • Select a field in the Contact fields dropdown.
   • Choose a suitable custom field from the Zuddl registration fields dropdown.
• 
  

  

8. Click +Add field to add map more fields in the same way.
9. Click Save.

10. Next, on your Salesforce instances, go to the campaign page. The URL of the campaign page contains the campaign ID. Copy the campaign ID from the Salesforce URL.

    

11. Paste the copied campaign ID on the Campaign ID field and click Save.

    

All existing members of the campaign and all new members added to the campaign are added to the Zuddl event/webinar as registrants.

More options

For each campaign Id, there are additional options as explained below:

• Edit: This option lets you edit a previously entered campaign Id. This stops importing campaign members from the old campaign and starts from the other campaign. The registrant imported so far by the previous campaign Id does not get deleted.
• Delete: This deletes the campaign and stops importing from the same. Deleting a campaign from Salesforce does delete the existing registrants in Zuddl.