Salesforce Integration

Your online event data in the world’s #1 CRM.

Salesforce is one of the leading and most established CRM and marketing automation tools used worldwide. 

streamGo’s unique integration with Salesforce means that your event data can be used to update campaigns and trigger automations without having to lift a finger. 

Once the integration is setup, any registration and attendance data from your events is automatically synced from our platform direct to Salesforce and assigned to campaigns to allow easy tracking.

Article Contents:


Here’s what we sync to Salesforce

New project created in the streamGo Platform: 

  • A new parent campaign is created in Salesforce labelled ‘streamGo Event: [Project Title]’. 
  • A new child campaign is created in Salesforce labelled with either ‘Live [Event Title]’ or ‘On-demand [Event Title]’. This will sit underneath the parent campaign created above. 

After each registration: 

(These updates are done every night at 1am UK time). 
  • All attendee information captured. If the contact exists in Salesforce the data is updated, if they do not, a new contact is created. 
  • The contact is added to the new campaign. 

Post event reporting: 

(These updates are done every night at 1am UK time). 
  • Attendees are added to the child campaign. This will help you segment and target follow up campaigns. 
  • The Campaign Member Status is updated to reflect either Registered or Attended. 
  • Event data is added to each attendee, including questions asked, session time and viewing time.


Setting up the integration

Your streamGo project manager will provide you with a URL to visit to authorise the integration, just simply login to Salesforce and then visit the link. It takes 2 seconds!

Your streamGo project manager will also toggle on the campaign and contact sync to make sure registrations and events are synced

Map your contact fields

To make sure all the data we capture for your event syncs to your Salesforce contacts, we need to map the registration form fields to your Salesforce account. 

We do this using the Salesforce Field name for your contact fields, such as first name. Just follow these steps in Salesforce to find the Field name for your contact fields: 

  • Click Setup using the cog in the top right hand corner.
  • Select Object Manager.
  • Select the Contact option.
  • Select each Field & Relationships and find the field you want to sync.
  • Copy and paste these Field names and send them to your dedicated streamGo contact who’ll set everything up in our platform.

Create new fields for the integration to work seamlessly

  • In the Object Manager > Contact > Fields & Relationships area (as above) select New.
  • Select Email as the type and select Next.
  • Enter the Field Label as external_field and Field Name as external_field and tick External ID and select Next. Click Save to complete the new field setup.
  • Return to the Object Manager and select Campaign and Fields & Relationships and then select New
  • Select Number as the type and select Next.
  • Enter the Field Label as external_field and Field Name as external_field and tick External ID and select Next. Click Save to complete the new field setup.
  • Return to the Object Manager and select CampaignMember and Fields & Relationships and then select New.
  • Select Text as the type and select Next.
  • Enter the Field Label as external_field and Field Name as external_field and tick External ID and select Next. Click Save to complete the new field setup.
  • Create a further field in CampaignMember by clicking New. Select Number as the type and select Next. Enter the Field Label as Questions asked and Field Name as questions_asked and select Next. Click Save to complete the new field setup.
  • Create a further field in CampaignMember by clicking New. Select Text as the type and select Next. Enter the Field Label as Viewing Time and Field Name as watching_time and select Next. Click Save to complete the new field setup.
  • Create a further field in CampaignMember by clicking New. Select Text as the type and select Next. Enter the Field Label as Session Time and Field Name as active_time and select Next. Click Save to complete the new field setup.

Enable streamGo to update campaign member statuses

  • In Object Manager select Campaign > Page Layouts and choose your layout from the list on the right. 
  • In the top frame scroll to find and select Related Lists.
  • To the right, click and drag Campaign member statuses into the layout in the bottom part of the screen. 
  • Click Save in the options of the top frame.


What will streamGo do next?

We’ll add your field names to the streamGo system 

  • Against your project we’ll update our internal reference for each field to match your Salesforce internal name. 
  • As we create new projects for you following the initial setup, these fields will remain matched and we’ll only need more internal names if you wish to sync new or different data.

Test, test, test!

  • We’re big advocates of testing at streamGo so, during our event testing, we’ll be in touch to ask you to check the Salesforce integration is creating campaigns and entering data as expected.

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