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Salesforce CRM Integration

Track leads, contacts and opportunities from your events in Salesforce

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How do I set up the Salesforce CRM Integration?

To enable the bidirectional sync between Circa and Salesforce you will want to work with with your IT or Salesforce...

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How do I set up the field mapping between Circa and Salesforce CRM?

From within Settings > Integrations > Salesforce, there are a number of different settings which allow you to define the...

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How does Event Info CRM Sync work?

Event Info Sync with Salesforce CRM enables your team to drive higher event ROI by providing visibility into key drivers....

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How does Contacts CRM Sync work?

Syncing Contacts between Circa and Salesforce can be set up quickly with simple field mapping and a few additional considerations....

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What are CRM Campaigns and how do they relate to Events?

Circa allows you to connect Salesforce Campaigns with Events, so you can track Event Info, Contacts, and Meetings across all...

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How do I connect Events to Salesforce CRM Campaigns?

Once you've connected your Circa and Salesforce accounts and configured your field mapping settings, you're ready to connect Events to...

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