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Salesforce

Category

CRM

Install method

Via Zapier

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What is Salesforce?

Salesforce is a customer relationship management solution that helps companies connect with customers, partners, and leads. Based in the cloud, Salesforce’s integrated platform gives every department in an organization one single, shared view of a customer. This makes it easy for marketing, sales, customer support, and IT teams to manage information at scale.

Why integrate Salesforce with Livestorm?

The integration between Salesforce and Livestorm will help you to track registrants and participants and filter the data coming from your events, webinars, and meetings.

Track with ease

Integrating Livestorm and Salesforce will help you save time by automating tracking for your events, webinars, or meetings. This integration will easily capture registration and participation information. This data is then automatically forwarded to your CRM.

For example, if you are hosting a Livestorm event, this integration will fetch the attendee information of your event and send it right to Salesforce. This makes creating leads a faster and more efficient process.

Filter information

You can customize your experience by adding as many filters as you need in Zapier. Narrow down your filters to items like the name of a company or a specific role.

Here are some triggers and actions you can preform with this integration:

  • Create or update a lead
  • Update a contact
  • Create a task
  • Create an event
  • Create an opportunity
  • Create a note

Learn more about triggers and actions in this post from our help documentation.

How to integrate Salesforce with Livestorm

You can integrate Livestorm and Salesforce with the help of Zapier. In a matter of minutes and without a single line of code, you can get started sending information between Livestorm and Salesforce. We break down the process in full detail in this help article.

See our documentation

Interested in learning how it works? Click on the following button to read our documentation articles.

How does it work on Zapier?

This integration works with Zapier. Click on the following button to test the different workflows you can build.

Need anything else?

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