Importing Attendees from Salesforce
Our integration imports your Salesforce Contacts into MeetMax, registering them as event attendees in the process.
In this article:
Where is it?
Once you’ve connected the integration, The Attendees tab will have a new Salesforce Lookup option:
How MeetMax references Salesforce data
MeetMax accesses Contact records in Salesforce, and their associated Account records.
- We import names, phone and cell numbers, and email addresses from Contact records.
- We import business addresses from the associated Account records.
As an option, you can associate one of your Salesforce Campaigns with MeetMax. If you do, each time there’s a new registration for your event in MeetMax, we’ll automatically associate the Contact with that Salesforce Campaign.
Importing an Attendee from Salesforce
With the integration connected, you can access your Salesforce Contact records from MeetMax.
- Step 1. In MeetMax, head to the Attendees tab. Choose Salesforce Lookup:
- Step 2. Next, you’ll search your Salesforce database for the Contact you need to import. Choose a search option from the menu:
- Step 3. We’ll search by Company Name here. That pulls in all Salesforce Contacts that are associated with this Account:
- Step 4. Use the Import button to import any of these records:
- Step 5. You’ll now see a pop-up with your Attendee registration form. MeetMax has populated it with data from Salesforce.
- You can make any edits you need. If your form has any required fields (like the Username field below), be sure to add data to those.
- Click Submit to save the new registration:
- Step 6. You can now use the submenu to head to the Attendee List. You’ll see the new registrant there:
- Learn more about working with the Attendee List here.
| If you prefer, you can also give your Contacts a special MeetMax link to register themselves. |
What’s Next?
Now that you’ve imported some Attendees, you can:
