zkipster

Learn how the Salesforce integration connects your Salesforce Campaigns to your guest lists, and what you need to get started.

What is the Salesforce integration?

Quick answers to common questions about the Salesforce integration.

Salesforce Integration FAQ

Purchase the Salesforce integration, choose the right Salesforce user, and connect your account from Integration Hub

How to Connect Your Salesforce Account to zkipster

A step-by-step guide for Salesforce admins to connect zkipster using a Salesforce Integration licence and JWT authentication

How to Connect zkipster with a Salesforce Integration User (JWT)

Bring the Leads and Contacts from a Salesforce Campaign into your zkipster guest list, with the fields you choose

How to Import Salesforce Campaign Members into a Guest List

Send your guests’ event data back to Salesforce, either by updating the records you imported or by creating new Campaign Members.

How to Export Guests from zkipster to Salesforce

Choose the Salesforce Lead field zkipster uses to store its guest ID, so you can export guests created in zkipster to Salesforce.

How to Set Up the Lead Field for the Salesforce Integration

Use the Activity Log to see every Salesforce import and export, find out why a record failed, and fix it.

Salesforce Activity Log and Troubleshooting Failed Exports

Murilo Aguiar

How to integrate and use Salesforce with zkipster for event and data management.

Salesforce Integration

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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