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.
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:
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.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.
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)
Live Attendance with Engagement Metrics (When User Attends Live)
On-Demand Viewing with Engagement Metrics (When User Watches Replay)
