How can I synchronise my event information with my CRM?

Salesforce, Hubspot and Microsoft Dynamics

It's not uncommon to need to set up data synchronization with CRM. The needs can be varied:

Import participants without going through an Excel file (for security/confidentiality reasons in particular)
Update CRM contacts with registration information
Enrich CRM with information on who said they would come to the event, and who came
To do this, 2 options are possible: a dedicated connector, or the use of our APIs.

Most of our customers use our APIs directly for these purposes. This gives them control over the data and avoids any rights issues. To this end, we provide a range of APIs:

• The Participant Management API, with the ability to import or retrieve all participant listings
• The Agenda Management API, with participant registrations for all sessions/workshops
• Webhooks, for real-time notification of registrations or registration modifications, to update CRM data on the fly.

This approach is used by our customers with various CRMs on the market, including Salesforce, Microsoft Dynamics and Hubspot.

Our batch API enables you to create, modify or retrieve contacts, typically in groups of 2,000, so you can synchronize data very quickly, without having to make multiple API calls.

Salesforce

Du côté de Salesforce, au-delà de la synchronisation des contacts, il est courant de représenter un événement AppCraft par une campagne Salesforce. Cela permet de rattacher un contact à chaque événement auquel il a assisté, avec son statut (inscrit, venu, etc.)

Hubspot

Pour Hubspot, nous conseillons l'utilisation des Marketing Events pour représenter les événements AppCraft.
Certains de nos clients choisissent de récupérer l'ensemble des ateliers auxquels les participants ont assisté pour enrichir la base contact avec des centres d'intérêts (à partir des tags des ateliers).