Our Salesforce-managed package was built by Salesforce partner, AlphaSys.
Note: You can query first-party (known) CRM data, and other data stored in the Google Cloud Platform, directly and use them within Salesforce Data Cloud. ☁️
Using the Humanitix Sync Package, you can easily sync your events, orders, tickets, campaigns and contact information made on Humanitix into your Salesforce CRM.
This is a one-way integration to sync Humanitix data into Salesforce.
All events must be ‘owned’ by the same account. Shared events will not be synced.
📂 Custom objects and fields
The Humanitix to Salesforce integration uses the following objects:
Events
Orders
Order Attributes (Contains Order-level questions)
Tickets
Ticket Attributes (Contains Ticket-level questions)
Ticket Type
Date
Campaign
Contact
⚠️ Our integration does not sync contacts as “Leads”.
We only support creating Contacts, not Leads.
Click here for a full list of custom objects and fields as part of the integration.
👂 Terminology
Leads represent any individual or company entering your CRM but are not ready for the sales discussion.
Contact is an individual who has been qualified and converted from a Lead to a Contact in Salesforce to pursue a sales opportunity.
⚙️ Setting up the package
Click here for the set-up guide put together by AlphaSys.
Available settings:
Sync Events
All - Automatically, all events will be synced
Selected Events - Select specific events to be sync
Contact settings
Match existing contact but don't update
Match existing contact and update
Always create new contacts
Create Account
Toggle on/off to create an account
Update frequency
Daily - sync every 24hrs
Hourly - sync every hour
On request - only if Manual Sync is clicked
🔁 Workflow
Each Humanitix event that you sync creates a campaign in Salesforce.
Each campaign carries a unique ID that can not be updated. However, you can rename the campaign.
This means that every time you want to run an event, you should first:
Create a basic event draft in Humanitix
Ensure it’s synced to Salesforce (which will create the campaign)
Build out the Salesforce campaign according to your needs
💡 Sync FAQs and tips
Click here for some answers to common questions and troubleshooting tips.
🛠️ Common Troubleshoots
Blocking Syncing:
Blocker: Match existing contacts and don’t update > duplicate rule set will match with existing contacts. If there is no existing contact, our system will try and create a new contact as a “Lead” vs a Contact (which our system doesn’t allow)
Solution: Disable the duplicate rule.