Using the Humanitix Sync Package, you can easily sync your events, orders, tickets, campaigns and contacts information made on the Humanitix website to your Salesforce CRM
Steps on how to Sync Humanitix to Salesforce
Step 1
- In your Humanitix Account, go to Profile.
Step 2
- Click Integrations.
Step 3
- Click 'Salesforce Managed Package' and you will be redirected to another page
- the URL should look like this: https://login.salesforce.com/packaging/installPackage.apexp?p0=xxxxxxxxxxxxxxxxxx
- It will now ask to login in your Salesforce org and install the package
Step 4
- Once the installation is done, click 'Connect Salesforce'
- It will ask again to login to your Salesforce org
- It will now look like this
- you may change your Salesforce Settings
- Sync Events
- All - Automatic all events will be sync
- Selected Events - Select specific event to be sync
- Contact settings
- Match existing contact but dont update
- Match existing contact and update
- Always create new contacts
- Create Account
- toggle on to create account and off if not
- Update frequency
- Daily - sync every 24hrs
- Hourly - sync every hour
- On request - only if Manual Sync is clicked
- Sync Events
- click Save
In your Salesforce Org the information is now synced
Example
In your Humanitix website
In your Salesforce org
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