Online Event Management and Ticketing are one of the best transformations ever. Now people don’t have to wait in long queues and companies don’t have to spend money to set up counters and tickets. With just a few clicks, one can buy tickets. Many platforms offer online Ticketing and Event Management services to help you organize your event.
Eventbrite is an Event Management and online Ticketing platform where companies and event organizers can create and list their events to sell tickets. It will manage all other steps related to Online Ticketing & Accounting. But what about running powerful Marketing Campaigns and managing customers queries? Companies often integrate CRM platforms like Eventbrite Salesforce or Eventbrite HubSpot for efficient workflows.
Salesforce is a CRM platform that helps companies manage all their workflows with other 3rd party apps and services in one place. It helps enterprises build a strong relationship with their customers. In this article, you will learn about the steps to set up Eventbrite Salesforce Integration. You will also read about the benefits of Eventbrite Salesforce in handling events effortlessly.
Table of Contents
Prerequisites
- An active Salesforce account.
- An active Eventbrite account.
Introduction to Eventbrite
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Eventbrite is an online Ticketing and event planning website that helps you list your events, seminars, concerts, and workshops on its platform. It is a marketplace where people can view a collection of events and book tickets for what they like. Companies can track their attendees, sell tickets online, create event pages all in a matter of a few clicks. Eventbrite can handle events of any category and size. It allows event organizers to get a large audience just by creating an event page.
Eventbrite charges a percentage of the ticket price for every ticket sold and the percentage varies for each country. Also, it doesn’t charge any fee for free events. It can integrate with other social media platforms to market your events and provide real-time data to help analyze your Sales and revenue.
Key Features of Eventbrite
Eventbrite is a widely used platform to promote local events in a hassle-free manner. Its pricing attracts event organizers, and it also provides a unified marketplace for both customers and organizers. A few more features of Eventbrite are listed below:
- Tracking and Reporting: Eventbrite allows event organizers to track all the Sales from the website and Marketing Campaigns in real-time. It also offers customizable Reporting tools to keep track of all the progress.
- Customizable Event Listings: Eventbrite makes it easier to create event pages and customizes each page to provide a better user experience and attract more customers.
- Partner Marketing: To help you get more sales, Eventbrite show about your events on partnered platforms to the most interested customers.
To know more about Eventbrite, click here.
Introduction to Salesforce
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Salesforce is a SaaS (Software as a Service) based CRM tool that allows companies to get a holistic view of their Marketing, E-Commerce, Sales, and all other data related to customers. The motive of Salesforce is to bring the company and their customer closer. One can easily manage and set up a Salesforce account without any technical knowledge. Its user-friendly interface helps users to make their workflow efficient.
Enterprises can use customizable dashboards to visualize reports and analyze their data. Salesforce helps companies to automate their workflow and better interact with customers using personalized E-Mails and calls.
Key Features of Salesforce
Salesforce helps enterprises manage their customers because customers play a vital role in any business. It offers many features that attract companies to use Salesforce. Some of the key features are listed below:
- Reporting and Analytics: Salesforce comes with powerful Reporting tools and dashboards that help companies seamlessly visualize their data. It allows enterprises to forecast their revenue, Sales, and other key indicators that can help them plan.
- Mobility: Salesforce offers many features and allows you to keep track of all your workflows from its mobile app. One can view meetings, events, or updates anywhere from the mobile app.
- Automation: To ease the workflow, Salesforce automates simple tasks like sending E-Mails, creating alerts, assigning tasks, and much more. It saves time and helps users to be more productive.
To learn more about Salesforce, click here.
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Setting Up Eventbrite Salesforce Integration
Now that you have learned about Eventbrite and Salesforce. In this section, you will go through the steps to set up Eventbrite Salesforce Integration. But before that, let’s understand the purposes of this Integration.
Enterprises interact with thousands of customers daily and generate huge volumes of data. Data is an essential factor to run a successful business and Eventbrite collects valuable customer data that can help companies better understand their target audiences and reach out to them for other Sales opportunities. Transferring data to Salesforce offers companies greater flexibility to analyze data. The following steps to set up Eventbrite Salesforce Integration are listed below:
Step 1: Installing the Eventbrite App in Salesforce
- Log in to your Salesforce account here.
- Now go to Eventbrite Salesforce AppeExchange Marketplace here.
- It will open up the Eventbrite App listing for Salesforce.
- Now, click on the “Get it now” button to install Eventbrite on Salesforce, shown in the image below.
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- It will prompt for login again. Log in to App Exchange using your Salesforce account.
- Now, it will ask you for the location where you want to install the Eventbrite Salesforce package. Choose either the “Install in Production” or “Install in Sandbox” option, shown in the image below.
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- It will open up the summary for the installation details, review it and click on the “Confirm and Install” button, shown in the image below.
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- Now choose whether you want to install for all users or Admins only, then click on the “Install” button, shown in the image below.
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- Now grant 3rd party Access to data from Eventbrite and click on the “Continue” button, shown in the image below.
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Step 2: Connecting to the Eventbrite Account
- Go to your Salesforce account and click on the App Menu located at the top left corner of the screen.
- Here, search for “Eventbrite” and select the “Eventbrite Admin” option, shown in the image below.
Image Source: Self
- Now a connection wizard will open that will ask to connect Eventbrite Salesforce. Click on the “Connect to Eventbrite” button, shown in the image below.
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- It will ask for login credentials for Eventbrite Salesforce Integration.
- After providing valid credentials, it will ask for permission to allow Salesforce to access your Eventbrite account.
- Click on the “Allow” button to connect Eventbrite and Salesforce, shown in the image below.
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- Now go to your Eventbrite account and open “Organizations > Apps“, and you can see Salesforce App there.
That’s it! You have successfully set up Eventbrite Salesforce Integration.
Benefits of Eventbrite Salesforce Integration
Eventbrite Salesforce Integration offers many features that help companies and event organizers optimize their workflows and Marketing activities. It helps sync data from Eventbrite to Salesforce, where one can manage customer relations effectively. A few more benefits of Eventbrite Salesforce Integration are listed below:
- Eventbrite Salesforce Integration helps you gather more contacts, leads from Eventbrite data into your Salesforce account.
- Companies can combine their Eventbrite Sales data with other Marketing and revenue sources to get a holistic view of their performance.
- The integration allows companies to manage their Marketing Campaigns from Salesforce.
- It helps companies to quickly create Marketing events by transferring data from Salesforce to Eventbrite.
Conclusion
In this article, you learned the steps to integrate Eventbrite Salesforce. You also read how the Eventbrite Salesforce Integration helps companies and event organizers sync data between the two platforms and optimize their workflow. Companies can better interact with customers by sending targeted E-Mails beyond the day of the event. Salesforce has valuable Sales and Marketing data of the company.
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