Works with Salesforce
Put every registrant on a Salesforce Campaign, with their attendance.
Connect your Salesforce org and each registrant is matched by email: someone who's already a Contact stays as they are, an open Lead is updated, and anyone else becomes a new Lead. Link the event to a Campaign, or have one made for it, and each person is a Campaign Member with the status Registered, Waitlisted, Attended, No-show or Cancelled. After the event, the pipeline it influenced is read back from your org as totals.
Try it: write your event in a sentence
What you get
What it does
No duplicate Leads
Contacts are looked up first, then open Leads, by email. A Contact is never rewritten from an event, and never gets a second record as a Lead.
Campaign Members by status
Each person goes on the event's Campaign as Registered, Waitlisted, Attended, No-show or Cancelled. Statuses the Campaign doesn't have are added first, with Attended counted as responded.
A Campaign per event, if you want
Pick an existing Campaign by name, make one named after the event, or turn on a Campaign made for every event on its first send.
Sent as it happens
With automatic sending on, people go within minutes of registering and again when they come, don't come or cancel. Anyone who unsubscribed from your emails is left out.
The pipeline it influenced
On the event's After tab: opportunities created since the event started whose primary Campaign is this one, or with a contact role for someone on it. Totals by stage and by way in, never a list of people.
Account Engagement too
With a Business Unit ID set, everyone sent to Salesforce also becomes a prospect in Account Engagement (Pardot), on the same sign-in.
How each person lands in Salesforce
| Found in your org | What happens |
|---|---|
| A Contact with that email | Left as it is. Put on the Campaign when the event has one. |
| An unconverted Lead with that email | Updated: name, company and the description below. |
| Neither | A new Lead with Lead Source "Programmable Talk". Company is the research's company name, their work domain, or "Unknown". |
| Lead description | The event and its date, their attendance, an engagement score from the live room, the way in they came by and what they hoped to get. |
| Campaign Member status | Registered, Waitlisted, Attended, No-show or Cancelled, updated when it changes. |
How it works
- 1
Connect Salesforce
Settings → Connections → Salesforce: sign in to your org and allow access. The tokens are encrypted before they're stored.
- 2
Let your user use Campaigns
Campaigns need Marketing User ticked on the Salesforce user you connected with (Setup → Users).
- 3
Link the event to a Campaign
On the event's Registrants tab, under Send to your tools: search for a Campaign or make one named after the event. Or, under Settings → Connections → CRM, have one made for every event.
- 4
Send, or let it send itself
Press Send to Salesforce, or turn on automatic sending so people go as they register and as their attendance changes.
- 5
Read the pipeline
After the event, refresh the pipeline on its After tab whenever you want the latest totals.
Good to know
- Marketing User is needed for Campaigns
- Without it, Salesforce won't let Talk find, make or fill a Campaign, and the dashboard says which box to tick.
- Only registration and attendance
- Talk sends who registered and whether they came. Edits to Leads in Salesforce don't come back; the only thing read back is the pipeline totals.
- Without a Campaign, Contacts are untouched
- Someone who's already a Contact isn't changed and gets no Lead. Link a Campaign to record their registration and attendance.
- Pipeline is totals
- Counts and summed amounts by stage and by way in. A Salesforce user who can't read Opportunities gets a sentence saying so.
Questions
Will this make duplicates of people who are already Contacts?
No. Contacts are checked first, by email, and a Contact is never turned into a new Lead. If the event has a Campaign, the Contact is put on it as a member.
Can I use a Campaign I've already made?
Yes. Search for it by name on the event's Registrants tab. Talk adds the member statuses it uses if the Campaign doesn't have them yet.
Do cancelled registrations go to Salesforce?
Yes, with automatic sending on: their Campaign Member status changes to Cancelled. When you send by hand you choose who goes.
Does it work with Account Engagement (Pardot)?
Yes, on request: with a Business Unit ID, everyone sent to Salesforce is also a prospect in Account Engagement. See the Pardot page.
Read next