You can easily sync your Humanitix event and attendee data into your Salesforce account using our native integration.
How to connect Humanitix to Salesforce
Navigate to account > advanced on the top menu bar
Select integrations from the left-hand menu
Choose Salesforce
Click on the Salesforce Managed Package link and you will be redirected to another page
Log into your Salesforce organisation account and install the package
Once the installation is complete, click connect Salesforce
Login again to your Salesforce account
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.
Change your Salesforce sync settings
While managing your connection from the advanced > integrations page you can change what events are synced, how contacts are updated, and when syncs occur.
Sync Events
All events - any event created under this account will be automatically synced
Selected events
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
Hourly
On request - will only sync if you click manual sync
You can action a manual sync at anytime
Only events that your account has created will be synced to your Salesforce account
How does the Salesforce and Humanitix integration work?
This is a one-way integration. Data is passed from Humanitix to Salesforce but no data will be updated in Humanitix if you make changes in Salesforce.
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.
When first establishing your Salesforce integration we recommend you:
Create a basic event draft in Humanitix
Ensure it’s synced to Salesforce
Build out the Salesforce campaign according to your needs
Using the data send through from Humanitix you can create workflows through process builder in your Salesforce account to map your required data through custom objects and fields.
Only events that your account has created will be synced to your Salesforce account.
Events that you have been shared access to will not be synced.
If you are working as part of a team, or setting up the integration on behalf of another host or client, you must connect Salesforce while logged in with the account that has created (or 'owns') all events.
What data is synced between Humanitix and Salesforce?
All event data is synced as custom objects and fields. See below for all data points that are synced and how they are named in Humanitix and Salesforce.
We do not currently sync email campaigns, tours, gift cards, access codes, email campaigns, host profiles.
All buyers are synced as contacts only - this integration does not support leads
Humanitix data | Salesforce field |
Events
|
|
|
|
|
|
|
|
|
|
Orders
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Order Attributes
|
|
|
|
|
|
|
|
|
|
Tickets
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ticket Attibutes
|
|
|
|
|
|
|
|
Ticket Type
|
|
|
|
|
|
Date
|
|
|
|
|
|
|
|
|
|
Campaign
|
|
Contact
|
|
Commonly asked questions and troubleshoots
Can Humanitix help me set up my Salesforce integration?
Due to the complex and unique set up each Salesforce user may have, Humanitix cannot currently build your integration or advise on how best to map the data between the two platforms. We would recommend utilising Salesforces support articles or speaking to a Salesforce integration specialist. The Humanitix support can however provide basic guidance on how our integration works or help troubleshoot complex errors.
Some or all of my events in Humanitix are not syncing to Salesforce?
Events that you don't own directly or have created cannot be synced to your Salesforce. If your account has been shared access to events that another user has created, this events will not be synced.
How do you match existing contacts in Salesforce?
The integration will first match on email address only. If there are multiple matches then it will check for first name, last name and mobile number. The contact with the most matches is the one that will be synced.
Can we sync other contact information such as phone number and address to Salesforce?
Mobile number is saved on the HTix Ticket object, and you can use process builder within Salesforce to use it to update the Contact. At this point in time address is not synced, however it may be included in future.
Why am I getting an error during syncing for "Failed to Sync Event"?
Check that the user account in Salesforce that is being used for the sync is ticked as a marketing user, so that they have access to campaigns.
If that is correct, check whether you have any validation rules or required fields on Accounts, contacts or campaigns that might block a record being created in Salesforce.
Why are some orders not being synced?
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. Leads are not supported in this integration. Try disabling the duplicate rule.