Salesforce Sales Cloud Integration
The Sequel and Salesforce Integration enables you to seamlessly track registrants and attendees within a Salesforce Campaign. You can assign custom statuses such as registered, attended, no-show, and on-demand. Sequel transfers all registrant and interaction data directly to the Contact or Lead in your Salesforce CRM as structured data, empowering you to initiate workflows based on lead interactions and engagement levels.
Automate Campaign Member Status Updates
Link your Sequel event to a Salesforce Campaign to automatically synchronize members and update their statuses effortlessly. Simply navigate to the CRM tab for your event in the Sequel dashboard and input your Campaign name. That’s it! Anyone who registers and participates in your Sequel events or webinars will be reflected in the Campaign Members.
Sequel.io offers 4 customizable statuses for each event participant:
- Registered – for every user who signs up for your event
- Attended – for users who join the event live
- No Show – for users who registered but failed to attend
- Replay Viewer – for users who watch the On-Demand Replay
You can map each of these statuses from Sequel.io to Salesforce, using any unique identifiers you prefer, directly from the CRM tab of your event.
Sequel Registration Data Mapping in Salesforce
Sequel.io’s registration data can be aligned with specific fields inside Salesforce, enhancing data organization and enabling more sophisticated automations based on the collected information. We automatically retrieve all custom fields from Salesforce, facilitating easy mapping of questions added in Sequel.
Comprehensive Data Transfer from Sequel to Salesforce
Sequel.io transfers a wide array of engagement data as custom activities, viewable within the Contact or Lead Activity History in Salesforce. Below is an overview of the data transferred to Salesforce:
Registration Data with Details (Upon User Registration)
- Company Name ➝ Account name in Sequel
- Event Name ➝ Name of the registered event
- Questions and Answers ➝ Custom fields for questions and responses
- Contact/Lead ID ➝ Unique identifier set by Salesforce
- Event ID ➝ Identifier for the event in Sequel
- Timestamp ➝ Registration timestamp
Live Attendance with Engagement Metrics (When User Attends Live)
- Join Time ➝ Timestamp of joining
- Company Name ➝ Account name in Sequel
- Event Name ➝ Name of the registered event
- Engagement Percentage ➝ Time spent engaged in the event
- Contact/Lead ID ➝ Unique identifier set by Salesforce
- Attendance Details:
- Duration Attended ➝ Minutes spent live
- Event Join Time ➝ Timestamp of event entry
- Event Exit Time ➝ Timestamp of departure
- Event ID ➝ Identifier for the event in Sequel
- Attendance Date ➝ Date of the live event
- Interaction Data:
- Poll Responses ➝ Total polls participated in and responses
- Questions Asked ➝ Total questions asked in Q&A and specifics
On-Demand Viewing with Engagement Metrics (When User Watches Replay)
- Join Time ➝ Timestamp of replay viewing
- Company Name ➝ Account name in Sequel
- Event Name ➝ Name of the registered event
- Replay Engagement Percentage ➝ Portion of the replay viewed
- Contact/Lead ID ➝ Unique identifier set by Salesforce
- Viewing Details:
- Viewing Duration ➝ Minutes of replay viewed
- Replay Join Time ➝ Timestamp of replay access
- Replay Exit Time ➝ Timestamp of replay exit
- Event ID ➝ Identifier for the event in Sequel
- Viewing Date ➝ Date of replay viewing