Salesforce CRM Integration Guide
Connect Salesforce CRM to export event records as Leads or Contacts. Map your fields, review matches, and keep everything organized.
Before you start
Production or Sandbox both work
You'll need this to approve the OAuth connection
With at least one event set up
And, if you use campaigns, a place for them to land
Setting it up
1. Navigate to Integrations
Log in, open your event, then go to 'Integrations' in the sidebar. You'll see the Salesforce CRM card there.
2. Connect your account
Click "Connect to Salesforce CRM," choose Production or Sandbox, and you'll be sent to Salesforce's authorization page. We use OAuth, so you're granting Intelevents permission to work with your Salesforce records without sharing your password.
Quick note on permissions:
Intelevents requests API access so it can read fields, check for existing records, and create or update Leads, Contacts, and Campaign Members based on your export choices. You can disconnect later from the same Integrations page.
3. You're connected
After authorizing, you'll be redirected back to Intelevents. The Salesforce CRM card will show as connected, and you're ready to export.
Using the integration
Campaigns
You can view your Salesforce CRM campaigns and create new ones right from Intelevents. This makes it easy to keep event exports tied to the right campaign.
During export, you can also choose to add successful records to a Salesforce CRM Campaign automatically.
Auto Sync
Auto Sync creates new Salesforce Leads or Contacts automatically as event leads are captured. Set it up once and walk away—every lead from your booth flows into Salesforce in the background.
To turn it on:
- Open the Salesforce card and click "Auto Sync."
- Map your event lead fields to Salesforce fields (Email is required).
- Click "Save & Enable Auto Sync."
The card will show "Auto Sync Active" with the latest run time.
Exporting records
The export wizard helps you choose the right record type, review what is already in Salesforce CRM, map your fields, and send everything over with confidence.
Choose Export Type
Start by deciding whether your event records should land in Salesforce CRM as Leads or Contacts.
Select Records
Records are grouped by email so repeat scans stay together. We check what is already in Salesforce CRM, then let you review matches before exporting.
Field Mapping
Match your Intelevents fields to the right Salesforce CRM fields for the record type you chose.
Review & Export
Take a final look at what's new, what's being skipped, and what's being overwritten before you send it.
Field mapping
This is where you decide how your event data should land in Salesforce CRM. Standard details like name, email, and company are great starting points, and longer notes or AI content can be mapped into description-style fields when you need more room.
Pro tip: Start with a small test export so you can fine-tune your mappings before sending a larger batch.
Things to watch out for
Production vs Sandbox
Make sure you're connected to the right Salesforce CRM environment before exporting. That small choice makes a big difference once records start flowing in.
Existing records
If a record is already in Salesforce CRM, you can review the match and choose whether to skip it or overwrite it. If there's no email to match on, or Salesforce CRM finds more than one possible match, we'll keep that record out of the overwrite path.
Campaign access
If you plan to use campaigns, make sure the campaigns you want already exist in Salesforce CRM and that your Salesforce CRM user has permission to work with them.
Auto Sync and duplicates
If a lead already exists in Salesforce by email, Auto Sync skips it—existing records are never overwritten. Use Manual Export if you need to update existing records.
Editing Auto Sync settings
While Auto Sync is on, the field mapping is locked. Disable it first, make your changes, then re-enable.
Questions? Reach out to support and we'll be happy to help you get your Salesforce CRM export flow dialed in.