Integrating Salesforce Leads with Eventbrite Registration Using Pabbly Connect

Learn how to seamlessly create Salesforce leads for Eventbrite registrations using Pabbly Connect. Step-by-step tutorial for effective integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Salesforce leads for Eventbrite registrations, you first need to access Pabbly Connect. Sign in to your Pabbly account and navigate to the dashboard where all applications are listed. Click on the ‘Access Now’ button to reach the Pabbly Connect interface.

Once in Pabbly Connect, locate the large blue button labeled ‘Create Workflow’. Click this button and name your workflow something descriptive, such as ‘Create Salesforce Leads for New Eventbrite Registrations’. After naming your workflow, click on the ‘Create’ button to initialize it.

2. Setting Up the Trigger with Eventbrite

In this step, you will set up the trigger in Pabbly Connect to monitor new registrations in Eventbrite. Select Eventbrite as your trigger application and choose the trigger event as ‘New Order’. This event occurs when a new order is placed for tickets to an event.

• Select Eventbrite from the application list.
• Choose ‘New Order’ as the trigger event.
• Connect your Eventbrite account by clicking on ‘Add New Connection’.
• Authorize Pabbly Connect to access your Eventbrite account.

After connecting, you will see a prompt to save and send a test request. This step is crucial as it allows Pabbly Connect to start listening for new orders. Once you complete a sample registration in Eventbrite, the details will be sent to Pabbly Connect, confirming the connection is successful.

3. Extracting Order ID Using Text Formatter

Once you receive the response from Eventbrite, the next step is to extract the Order ID from the API URL provided. For this, you will utilize the Pabbly Connect Text Formatter feature. Choose ‘Text Formatter’ as the next action application and select the event as ‘Split Text’.

• Map the API URL from the previous step.
• Use the slash (/) as the separator.
• Select the second to last segment to retrieve the Order ID.

After setting this up, click on ‘Save and Send Test Request’. You will receive the extracted Order ID, which is essential for fetching attendee details in the next step of the integration.

4. Fetching Attendee Details from Eventbrite

With the Order ID extracted, the next action in Pabbly Connect involves fetching the attendee details from Eventbrite. Add another action step and select Eventbrite again, this time choosing ‘Get Attendee by Order ID’ as the action event.

Connect using the existing Eventbrite connection you set up earlier. Input the Order ID obtained from the Text Formatter step. After saving and sending the test request, you will receive attendee details such as the attendee’s name, email, and reservation type.

This information is crucial as it will be used to create a lead in Salesforce. Ensure all required fields are correctly mapped to retrieve the necessary data for the lead creation.

5. Creating a Lead in Salesforce

The final step in this integration process is to create a lead in Salesforce using the attendee details fetched from Eventbrite. In Pabbly Connect, select Salesforce as the last action application and choose ‘Create Lead’ as the action event.

Connect to your Salesforce account and authorize Pabbly Connect to access it. Once connected, map the attendee details to the corresponding lead fields in Salesforce, such as first name, last name, and email address. Click on ‘Save and Send Test Request’ to create the lead.

After the process is complete, you can verify in your Salesforce account whether the lead has been successfully created. Refresh your Salesforce dashboard to see the new lead with the details you provided during the Eventbrite registration.

Conclusion

This tutorial has guided you through the process of creating Salesforce leads for Eventbrite registrations using Pabbly Connect. By following the steps outlined, you can automate lead generation efficiently, ensuring that every new registration is captured as a lead in Salesforce. This integration not only saves time but also enhances your lead management process.