Integrating Salesforce can be particularly useful if you want to import or export attendee data to and ad from HOST. Here is how you can integrate.
1: Login to the admin panel and go to Settings
2: Go to Integrations
3: Here you can integrate your Salesforce account to import or export attendees to and from HOST
4: Click on Setup
5: Click the “Connect” button. It will ask you to authenticate and connect your Salesforce account with HOST
6: Once connected, you can select either "Leads" or "Contacts" from the Salesforce list
7: Once selected, map the registration form fields from HOST to the Salesforce List fields.
This will determine, which field the data comes from or goes to.
8: Search and Select the appropriate fields
9: Map all the fields you would want to be imported or exported
10: There might be cases where you do not find any field in Salesforce, that correspond to the registration form fields
11: Go to the Salesforce dashboard and click on “Quick Settings” button
12: Click the “Fields Create a custom input field.” button
13: Click “Contacts" or "Leads" depending on which list you are using in HOST
14: Click the “Next” button
15: Type in the “Name” of the required field
16: Type in the “Length” of the field
17: Click the “Next” button
18: Review and click on the “Save” button
19: Go back to HOST Admin Panel and Reload this form after creating the custom field in Salesforce in order to fetch all the new fields
20: You can save the mapped fields before exiting the form to reload
21: Click the “close” button to exit and reload the form
22: Go back to Setup
23: Click the “Next” button
24: Continue mapping with all the newly created fields in Salesforce
25: Once all the desired fields are mapped
26: Click the “Save & Next” button
27: Turn on Export
28: Or Import
29: The Setup is now complete and you can exit the form
30: Salesforce will auto sync the attendee list in every 8-10 minutes
