Salesforce CRM ID Manual Lookup & Import
* Note: this feature requires the use of our Salesforce Integration feature
This feature aims to save event-planning professionals time in events leveraging our Salesforce Integration (including SingleTrack and Tier1 users).
It allows the manual lookup of attendees and/or participating companies, contacts, or reps via API connection - easily grabbing information about a record from your Salesforce database for import into your MeetMax event.
On the Attendee List or Company List pages in MeetMax; when you have the CRM ID column included, a hyperlink labeled "Lookup" will now be available. When this link is clicked, a dialog box will then appear pre-filtered to the most likely matches in your CRM.
How to:
- In the top menu navigate to Attendees → Attendee List (or Companies → Company List)
- Click “Columns”
- Add “CRM ID” field
- Click “Submit”
Within the dialog box you may then search to find the most likely match(es) to your existing record in MeetMax, based on common heuristics such as:
- email address
- company name
- first name
- last name
Once you find the record you wish to sync with, you simply click the “Select” button and MeetMax will fill in a Salesforce CRM ID value for you - and even let you pull in additional data about that attendee from the CRM.
This feature also allows Event Admins to manually import participating company contacts and representatives. This can be found on the company registration (Contact) form.
How to:
- Navigate to Companies → Company List
- In the “Action” drop-down select “Contact”
- Click “Change” to update the company’s CRM ID OR
- Click “Import From Salesforce” to import a company contact and/or registered rep
To learn about the Salesforce Integration feature please visit the linked article or email [email protected].
