Easily capture new leads for your Salesforce pipelines using the native integration with Sequel.
Category:
CRM Integration
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
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
Sequel Registration Data Mapping in Salesforce
Comprehensive Data Transfer from Sequel 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