The benefits of integrating Invajo with Salesforce
Effective event management is more crucial than ever for fostering connections, get knowledge, nurturing relationships and driving sales. At the heart of this success lies streamlined communication and seamless data management. That's where integrating Invajo with Salesforce can truly be a game-changer.
Events are powerful lead generation opportunities
As stated above, events are powerful lead generation opportunities, but without proper follow-up, valuable leads can slip through the cracks. That's where integrating Invajo with Salesforce comes in. This integration ensures that leads captured during events are seamlessly transferred to Salesforce, allowing for effective follow-up and management.
Key Features of the Invajo Classic and Salesforce Integration:
- Two-Way Communication:
- Create an event in Invajo and automatically send participants as leads to Salesforce.
- The event generates the corresponding Marketing Campaign in Salesforce.
- Syncing Leads:
- Create a Marketing Campaign in Salesforce and send all leads to an event in Invajo.
- All leads and participants remain synced for ongoing management.
Important Reminder: Ensure you have the correct permissions for storing leads and participants' personal data.
If you have any questions or need assistance, feel free to reach out to us—we’re here to help!