Our client is a leading event management company that relies on Swoogo for event registrations and attendee management. However, they faced challenges in integrating Swoogo data with Salesforce, where their sales and operations teams track event performance, registrations, and follow-ups.
Without a seamless data pipeline, they had to manually transfer event data, leading to inefficiencies, potential errors, and delays in reporting.
Swoogo does not provide a direct connection to Salesforce, making it difficult to sync event data automatically.
Without a structured pipeline, event details, attendee records, and updates were often delayed or incorrect in Salesforce.
The sales operations team had to export and import event data manually, leading to inefficiencies and potential human errors.
Salesforce reports lacked real-time event insights, making it challenging for leadership to track event success and engagement.
The client had already integrated Swoogo data into Snowflake, a cloud-based data warehouse, to create a structured storage layer for event-related information.
Using Data Manager Connection, we seamlessly transferred data from Snowflake to Analytical Studio, where it was processed, cleansed, and structured for further analysis.
To automate event data updates in Salesforce, we: Created an output connection from Analytical Studio to Salesforce. Built a Salesforce Recipe that processes event data before syncing. Ensured data is mapped accurately to the correct event records in Salesforce.
We configured the integration to:
Automatically update event records in Salesforce based on new data.
Prevent duplicate entries by ensuring only unique event terms are stored.
Maintain real-time synchronization, reducing delays in event performance tracking.
The manual process was eliminated, and event data now flows directly from Swoogo to Salesforce without human intervention.
Sales and operations teams can now track event registrations, attendance, and performance instantly within Salesforce reports.
By automating data transfers, we reduced errors and ensured consistent event data across systems.
Sales and event teams saved significant time by eliminating repetitive manual work, allowing them to focus on strategic tasks.
Monitor data accuracy and optimize performance further.
Gather feedback from SalesOps teams for additional feature enhancements.
Expand the integration to include more event-related insights.
