The Salesforce Integration allows your team to seamlessly export leads captured in Momentify directly into your Salesforce CRM. This ensures your sales team can follow up quickly with complete visibility after each event.
Momentify’s Salesforce integration enables your team to export lead data from events directly into your connected Salesforce environment. It eliminates manual CSV exports and ensures clean, consistent data transfer to your CRM.
🚨 Only Workspace Admins can connect Momentify to Salesforce. Once the connection is established, all workspace members will be able to export leads to Salesforce after an event is completed.
Benefits of Salesforce Integration
Eliminate manual data entry and errors
Ensure faster, more consistent follow-up from your sales team
Align event outcomes with your CRM workflows
Provide visibility to sales on lead sources and engagement
How to Connect Salesforce
Navigate to Settings from the side navigation in the Momentify Web App.
Go to the Integrations tab.
Find Salesforce in the list and click Connect.
Sign in using your Salesforce Production credentials.
You will be prompted to map Momentify lead fields to your Salesforce fields. Complete this mapping to ensure data flows correctly into your Salesforce records.
Once connected & mapped, the integration becomes available across your workspace.
⚠️ Note: The integration currently supports connecting to one Salesforce Production environment per workspace.
How to Export Leads to Salesforce
Once your event has ended:
Go to the Sessions tab within the Event.
Click Export button
Select the "Export to Salesforce" (only visible if the integration is connected).
Leads will be sent directly to your connected Salesforce instance based on your workspace’s template and field mappings.
