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Salesforce Integration
What is the Salesforce Integration?
What is the Salesforce Integration?

Learn what the Salesforce native integration can do to enhance your events

Petya Filipova avatar
Written by Petya Filipova
Updated over a week ago

The Salesforce native integration is one of several integrations that zkipster offers as part of the Enterprise Plan.

Please check this video for a quick overview of the Salesforce Integration:

For a full overview of integrations possible in zkipster, please see this article here.

How can the Salesforce native integration enhance your events?

With the integration between zkipster and Salesforce, you can securely transfer sensitive guest data directly between the two tools. Accurately update guest details, guest lists, RSVP statuses, and attendance figures through automatic workflows so that your wider stakeholders can keep up to date with changes to your events inside your Salesforce CRM.

Not only is integration considered best practice for secure data transfer, but it also significantly cuts down time spent on otherwise highly repetitive and manual processes - freeing up your teams to work on more valuable tasks.
โ€‹Please note: The zkipster app is only available on Salesforce Lightning and not on Salesforce Classic.

How can I access it?

You can find the zkipster app on the Salesforce AppExchange here: Link to Salesforce AppExchange.

Click on 'Get It Now.' This will download the app to either your Salesforce Production or Sandbox environment- the zkipster app installer will ask you if you wish to download it to your Production or your Sandbox environment.

You will also need to contact your Client Relations team at zkipster to get API key access, as you will need the key to setup your integration. The API key will be published in the 'API Access' section of the Account Settings inside your zkipster account (accessible only to Account Owners and Administrators).

If you prefer to create a zkipster API Test Account rather than use your real account, please contact your Client Relations Team.

If you have any questions or want to get in touch with the Client Relations team, reach out via the web chat in the bottom right side of your screen.

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