PheedLoop integration with Salesforce
How to Create Salesforce records from new PheedLoop registrations
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesforce records from new PheedLoop registrations" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate PheedLoop integrations
PheedLoop actions
Nekton can use any feature that is available in PheedLoop API.
Using our advanced AI, you can easily create custom automations for PheedLoop.
Here are some typical actions you can do in your automated workflows.
Delete Attendee
Deletes/removes the specified Attendee from the chosen event.
Create Attendee
Creates an Attendee for the specified event. If an existing Attendee is using the email specified in this action, then the existing Attendee will be updated with the fields used here (so this Create can also act like an Update).
Update Attendee
Updates an existing Attendee that is part of your Organization.
New Attendee
Triggers when a new Attendee is created for a specific event.
Deleted Attendee
Triggers when an Attendee is deleted/removed from your chosen event.
New Ticket Purchase
Triggers when a new ticket is purchased for your chosen event.
About PheedLoop
Live, Virtual, Hybrid Event Management Software