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Salesforce Integration: Setup & How It Works

This article walks through how to connect Salesforce, configure your sync settings, and understand how data flows at both the workspace and event level.

Updated this week

RSVPify’s Salesforce integration keeps your event contacts and registrations in sync with Salesforce - so your teams always have accurate, up-to-date event data.

Before you start

Confirm your Salesforce access

To successfully connect and use the integration, the Salesforce user you authorize with must have permission to work with Campaigns and Campaign Members.

  • Important: In many Salesforce orgs, the user needs Marketing User enabled (or equivalent permissions), because the integration creates/updates Campaigns to represent RSVPify forms.

If you’re not sure, your Salesforce admin can confirm or create the correct user for you.

Important: One-time mapping configuration

During the initial setup, you’ll choose how fields are mapped and how records are created in Salesforce.


These mapping settings can’t be changed after the integration is first configured.

Before completing setup, we recommend:

  • Reviewing your field selections carefully

  • Confirming whether you’re syncing Leads, Contacts, or both

  • Double-checking any filters you’ve applied

If you’re unsure, it’s best to test in a Salesforce sandbox before finalizing the connection.

Connect Salesforce to RSVPify

  1. Go to Workspace Settings

  2. Open the Integrations tab

  3. Click Add Integration next to Salesforce

  4. Authorize the connection by logging into your Salesforce account

Once authorized, RSVPify will guide you through configuration.

Configure contact matching

The first setup step is defining matching criteria, which determines how RSVPify matches Salesforce records to existing RSVPify contacts during your initial sync.

  • Choose a primary and optional secondary matching rule.

Good to know: Matching criteria is most important during the first sync. After records are connected, the integration relies on underlying IDs for ongoing updates.

Choose fields to sync

Select the Salesforce fields you want included in the integration.

  • Only selected fields will sync

  • This gives you control over what data is shared between platforms

Leads vs Contacts

You can choose whether RSVPify imports and syncs:

  • Leads

  • Contacts

  • Both

You can also define what RSVPify should create in Salesforce when a contact doesn’t already exist:

  • Create as a Lead

  • Create as a Contact

Filter incoming Salesforce records (optional)

When setting up filters for incoming Salesforce records:

  • The field name must exactly match the Salesforce field

    • Use the API field name, not the label shown in the UI

    • The name is case-sensitive and must be pasted exactly

  • You can find the correct field name in Salesforce:

    1. Go to Setup

    2. Open Object Manager

    3. Select Lead or Contact

    4. Go to Fields & Relationships

    5. Copy the Field Name value

Combined with Lead + Contact syncing

If you are syncing both Leads and Contacts:

  • The field must exist on both objects

  • The field name must match exactly on both (same API name)

Sync contacts

After setup, your contacts will sync. Sync can take a few minutes (typically ~4–5 minutes) depending on volume and configuration.

You can return to this page at any time to resync the configuration.

Enable event-level campaign sync

To send event-level guest and RSVP data into Salesforce campaigns:

  1. Open your Event

  2. Go to Event Settings

  3. Open the Integrations tab

  4. Enable Salesforce syncing for the relevant form(s)

This will create or update a Salesforce Campaign representing your RSVPify form.

Seeing RSVP attendance status in Salesforce (page layout step)

RSVPify stores RSVP attendance as a Campaign Member field in Salesforce (often a custom field). In some Salesforce orgs, this field may not show up by default in the Campaign Member list until Salesforce page layouts are updated.

If you don’t see an RSVP/attendance field on Campaign Members, your Salesforce admin can add it:

  1. Salesforce Setup

  2. Object Manager

  3. Campaign

  4. Page Layouts

  5. Edit the layout and find the Campaign Members related list

  6. Add the RSVP attendance/status field to the visible columns/fields

What updates happen automatically vs. manually

Automatic updates (after initial setup)

Once your event/form sync is enabled, new registrations and RSVP changes can update in Salesforce automatically (no need to click Sync again).

Updates that require “Sync now”

Other changes will require you to click sync now in the workspace integration settings.

Need help configuring Salesforce? Contact your account manager.

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