Salesforce
Salesforce
Salesforce & Oniva – Maximum CRM synergy for your event marketing
Automatically synchronise event leads and attendee data with Salesforce and optimise your sales process.
The integration of Salesforce with Oniva via Zapier or webhooks bridges the gap between event management and customer relationship management. Registration data, attendance status and contact information from Oniva flow automatically into Salesforce objects such as Leads, Contacts, Campaigns or Opportunities. This turns events into a central part of your sales and marketing pipeline, allowing your sales team to see in real time which prospects or customers have attended which events. The result is more targeted and effective follow-up.
Instructions
- Choose integration method: Decide whether to integrate via Zapier (simpler, no coding required) or directly via webhooks and the Salesforce API (more flexible, technically more advanced).
- Create webhook URL: In Zapier, create a new Zap and select “Webhooks by Zapier” as the trigger, or create a webhook endpoint for Salesforce. Copy the generated webhook URL.
- Create webhook in Oniva: Open the webhook settings in Oniva and add the copied Zapier or API URL as the endpoint. Select the events that should trigger the webhook.
- Activate webhook at event level: Once created, the webhook must be enabled for the relevant events.
- Configure data flow: Define in Zapier or in the webhook setup which Oniva events should send data (e.g. new registration → create contact in Salesforce) and map the corresponding fields.
- Test & stabilise: Run test transactions, verify the data in Salesforce and set up error notifications to detect transfer issues early.
Requirements
- Zapier Professional account or higher (if using Zapier)
Webhooks are not included in the free plan - Active Salesforce account
- Admin rights in Oniva
Tenant admin permissions
Licence & pricing
- Available on all annual licence tiers
Supported for Basic, Advanced, Premium and Enterprise (not available for event-based licences) - Additional costs (if applicable):
Webhook available as an add-on for Basic and Advanced plans (see pricing)
Use cases
- Campaign management in Salesforce: Each event in Oniva is assigned to a Salesforce campaign; registrations and attendance are synchronised as campaign members with the appropriate status.
- Post-event lead scoring: Participants of specific events (e.g. product demos) automatically receive a higher lead score in Salesforce and are prioritised by the sales team.
- Account-based event marketing: Salesforce account data is used to send personalised event invitations via Oniva and assign participation directly to the respective account.
Further links
- Salesforce - Salesforce website
- Zapier - Zapier website
- Webhooks with Oniva - Oniva support article
- How to get started with Webhooks by Zapier - Zapier support article
Validate your use case
Want to check your specific use case with Oniva? Get in touch with us.
Frequently asked questions
With the correct Zap or webhook configuration (duplicate check via email address), existing contacts can be identified and updated. A proper deduplication logic should be considered during setup.
The webhook/Zapier integration is compatible with Salesforce Essentials, Professional, Enterprise and Unlimited.
Yes, both Zapier and webhooks can interact with custom objects in Salesforce, provided the API permissions are configured accordingly.
For simple scenarios, Zapier as middleware is sufficient without developer expertise. For complex objects, custom fields or automated workflows, support from a Salesforce admin is recommended.
No, webhook-based integrations only synchronise new events from the time of activation. Historical data would need to be imported manually.