How do I connect Events to Salesforce CRM Campaigns?

Campaigns serve as the basis for tracking any kind of marketing ROI in Salesforce.

Once you've connected your EventGeek and Salesforce accounts and configured your field mapping settings, you're ready to connect Events to Salesforce Campaigns.


Connecting a Campaign

To create a Campaign from scratch in Salesforce and link it directly within EventGeek, take the following steps: 

  1. Create the new Campaign in Salesforce
  2. Connect the Campaign to your Event within EventGeek
  3. Data is immediately synced and updates on a regularly scheduled basis

Viewing which Events are connected to Salesforce

There are two ways to view which Events are connected to Salesforce from within EventGeek.

Viewing from the Events Dashboard

In the Events Dashboard, use the Filters dropdown menu and scroll down to CRM > Sync Status. Here you can select "Synced" to show only the events that are synced with Salesforce campaigns.

Viewing from Event Calendars

Within the Event Calendar Builder, Org Admins can choose to only show events that are connected to Salesforce campaigns by selecting the Synced filter under CRM > Sync Status.


A few notes:

  1. You only need to add the Campaign Name field when creating a Campaign in Salesforce. EventGeek will take care of updating all other Campaign fields, as configured by the Event Info sync.
  2. There is a 1:1 relationship between Events in EventGeek and Campaigns in Salesforce, so you can only connect one Event to one Campaign and vice versa.
  3. EventGeek pulls updates from Campaigns on an hourly basis. If you want to see the updates in EventGeek immediately, click the "Pull Now" button within the Info > CRM tab of an individual event.

Was this article helpful?