S
Salesforce Integration Essential & Business

Every Event Lead in Salesforce —
As a Campaign Member. In Real Time.

BoothMaven creates a Salesforce Campaign for every event, adds every captured contact as a Campaign Member, and syncs qualifying data, content signals, and meeting activities — all in real time. Custom field mapping and two-way meeting sync on the Business plan. No CSV. No lag.

  • Each event auto-creates a Salesforce Campaign — no manual setup
  • Every captured contact becomes a Campaign Member with full data
  • Qualifying answers map to any Salesforce field you choose (Business)
  • Meetings sync two-way — outcomes flow back to BoothMaven
  • Respects your Salesforce validation rules and duplicate detection
ℹ️

Salesforce sync starts on the Essential plan ($149/mo). Custom field mapping and two-way meeting sync require Business ($399/mo). Not available on Capture.

Salesforce org · HIMSS 2026
CAMPAIGN HIMSS 2026 — Booth #3142
Type: Trade Show Members: 47 In Progress
CONTACT
Dr James Porter
Chief Medical Officer
Score: 88 / 100
ACCOUNT
MedTech Solutions
1,200 employees · Series C
Matched from org
Activity Timeline
TASK ↔ Demo booked · 2-way sync
NOTE Voice note transcription
SIGNAL Brochure viewed · Day 2
Synced live · 99.5% success rate
The Salesforce Difference

Every Event Becomes a Salesforce Campaign.
Every Lead Becomes a Campaign Member.

Most tools push event leads into a flat contact list and lose all event attribution. BoothMaven uses the native Salesforce Campaign object — the correct way to track event ROI — so your Salesforce reports tell the full revenue story automatically.

📋
Salesforce Campaign
One per event

Created automatically when you create an event in BoothMaven. Holds event name, date, type (Trade Show / Conference / Exhibition), and total member count.

Essential+
links to
👤🏢
Contact + Account
One per lead

Contact created or matched by email. Account matched by company name and domain, or created. Apollo.io enrichment appends company size, industry, and revenue on Essential+.

Essential+
via
🔗
Campaign Member
The bridge

Links the Contact to the Campaign. Holds event-specific data — lead score, booth number, rep, capture method, and qualifying answers. Enables Campaign ROI reports natively in Salesforce.

Essential+

Why This Matters for Your Salesforce Reports

Because BoothMaven uses the Campaign object correctly, you get native Salesforce Campaign ROI reporting — without any custom reports or development. Which events generated the most pipeline. Which leads from HIMSS converted to Opportunities. What revenue was attributed to Dreamforce. All inside standard Salesforce.

📊 Campaign ROI report — built in Salesforce, no dev needed
🎯 Opportunity influence tracking per event
🔁 "Met Again" adds to existing record — no duplicate Contacts
What Flows In

Four Categories of Event Data.
All in the Right Salesforce Object.

Every data type maps to the correct Salesforce object — so your Salesforce reporting, flows, and attribution all work without custom development.

👤

Contact & Company Data

Essential+

Contact record: name, email, phone, title, LinkedIn. Account record: company name, website, industry, size, revenue — enriched automatically via Apollo.io. Account is matched to an existing Salesforce Account by company name and domain before any new one is created.

Apollo.io enrichment fires on every capture — no manual research before the follow-up call.

📍

Event Context & Qualifying Data

Business

Event name, booth, rep, timestamp, and lead score go on the Campaign Member. Qualifying answers — budget, decision authority, timeline, current vendor — map to the Salesforce fields you choose on the Business plan. Any standard or custom Salesforce field is a valid target.

On Essential: event context auto-populates standard fields. Business: map qualifying answers to any field in your org.

📊

Content Engagement Signals

Essential+

Every time a contact views a digital card, opens a document, or watches a video — at the show or days later — a Content Signal syncs to Salesforce as a Task on the Contact. Who opened your technical spec sheet on Tuesday. By name. With time spent.

Task creation can trigger Salesforce Flows — e.g. "Spec sheet viewed → create AE follow-up task within 4 hours."

Business only
📅

Meeting Activities — Two-Way

Meetings booked in BoothMaven appear in Salesforce as Task records. When a rep marks the meeting Completed or No-Show in Salesforce, the outcome syncs back to BoothMaven automatically. Voice notes and text notes from the booth conversation sync as Activity Notes on the Contact.

⟺ Two-way: Reps who live in Salesforce update outcomes there — BoothMaven stays in sync automatically. No double-entry.

🔧 Salesforce admin or RevOps? Need the full field mapping spec — object API names, field types, validation rule behaviour, and sandbox setup?

View technical documentation →
The Complete Picture

How a Lead Builds Up in Salesforce
Across the Whole Event Journey.

From the first badge scan on the show floor to a post-event content signal — here is what the Salesforce record looks like at each stage.

1
At the Booth — Scan to Salesforce
Campaign
HIMSS 2026
Type: Trade Show · Status: In Progress
Contact created
NameDr James Porter
TitleChief Medical Officer
AccountMedTech Solutions
Employees1,200

✓ In Salesforce · 18 seconds after scan

2
Same Day — Qualifying & Meeting
Campaign Member · custom fields
Lead Score88 / 100
Budget approvedYes — Q2 2026
Decision authorityFinal say
Booth#3142 · Rep: Priya
Activity Note — Voice

"Currently with Siemens. Evaluating alternatives. RFP stage. Wants compliance documentation."

📅 Task · Meeting booked ↔
Product Demo · Fri 10AM · On-spot booking
Two-way sync active
3
After the Event — Signal & Close
Task · Meeting outcome ↔
Status: Completed ✓
Updated in Salesforce → synced back to BoothMaven
Task · Content Signal
📄 Compliance Cert Doc — Viewed
Duration: 6m 38s · QR scan · Day 4
⚡ Salesforce Flow fired

"Create Opportunity · Assign to Senior AE · Stage: Proposal"

Salesforce Flow Automation

Set It Up Once.
It Runs for Every Event, Every Rep.

Every BoothMaven sync event creates a Salesforce record you can trigger Flows on — Contact field update, Task creation, Campaign Member status change. These are the six automations event teams set up first.

Contact created
New lead captured at booth
  • Create Opportunity linked to Contact
  • Assign to rep by territory
  • Send Chatter alert to team
Essential+
Lead score ≥ 80
Hot lead at the booth
  • Route to Senior AE immediately
  • Create high-priority call task
  • Alert Sales VP
Business
Budget field = "Yes"
Qualifying answer synced
  • Create Opportunity immediately
  • Notify AE to prioritise
  • Route to fast-track pipeline
Business
Content signal task created
Doc or video viewed post-event
  • Create AE follow-up task in 4hrs
  • Advance Opportunity stage
  • Send personalised outreach
Essential+
Meeting task completed ↔
Demo done — two-way sync
  • Advance deal to Proposal stage
  • Create follow-on meeting task
  • Outcome syncs back to BoothMaven
Business ↔ Two-way
Campaign Member = "Met Again"
Returning visitor at 2nd event
  • Flag as highest-priority follow-up
  • Alert AE: "seen at 2 shows"
  • Update Opportunity probability
Essential+
Plan Comparison

What Syncs on Which Plan

⚠️

Note: Salesforce starts on Essential ($149/mo). Not available on Capture. For Capture users needing CRM sync, HubSpot basic sync is included.

What syncs Capture
$49/mo
Essential
$149/mo
Business
$399/mo
Salesforce integration available
Contact + Account created / matched
Campaign + Campaign Member per event
Voice & text notes as Activity Notes
Meeting activities as Tasks
Content Signals as Tasks
Apollo.io company enrichment✓ 200/mo✓ Unlimited
Custom field mapping — any SF field
Two-way meeting sync ↔✓ Business only
Setup

Connected in Under 10 Minutes.

No custom code, no Apex, no developer. OAuth to connect, configure field mapping in the web portal, scan a test badge.

1

Connect via OAuth

Settings → Integrations → Salesforce → Connect. Authorise via OAuth. Under 60 seconds. Supports Production and Sandbox orgs.

2

Map Your Fields

Settings → Salesforce → Field Mapping. For each qualifying question, pick the target Salesforce field from a dropdown. Essential plan: skip — standard fields sync automatically.

Business plan only — standard fields auto-populate on Essential

3

Create Event & Scan

Create your event in BoothMaven. A Salesforce Campaign is created automatically. Scan a test badge. The Contact, Account, and Campaign Member appear in Salesforce within seconds.

FAQ

Salesforce & BoothMaven — Answered

More questions? Talk to our team — same-day reply.

BoothMaven connects to your Salesforce org via OAuth and syncs every contact captured at a trade show, conference, or event in real time — within seconds of the badge scan. Each event automatically creates a Salesforce Campaign. Every captured contact becomes a Campaign Member on that Campaign, with a Contact and Account created or matched simultaneously. No CSV, no batch upload, no integration middleware. If the venue has no WiFi, contacts queue on-device and sync on reconnection. BoothMaven maintains a 99.5% sync success rate and the web portal shows a live log per contact.

The Salesforce Campaign object is the native Salesforce way to track marketing and event attribution — built into every edition of Salesforce. BoothMaven creates one Campaign per event automatically, with event name, dates, and type pre-populated. Every captured contact becomes a Campaign Member linked to that Campaign.

This means your Salesforce Campaign ROI reports work natively — which events generated the most leads, which Campaign Members converted to Opportunities, and what revenue was influenced by each event. No custom reporting or development required. Most tools push event leads into a flat contact list and lose all event attribution. BoothMaven doesn't.

Two-way meeting sync means meetings booked in BoothMaven appear in Salesforce as Task records, and when a rep updates the meeting outcome in Salesforce — marking it Completed or No-Show — that update syncs back to BoothMaven automatically. Reps who live in Salesforce can update outcomes there without touching BoothMaven. Both systems stay in sync, no double-entry required.

Two-way meeting sync is available exclusively on the Business plan ($399/mo). The Essential plan syncs meetings from BoothMaven to Salesforce as Tasks but outcomes do not sync back. Both plans sync meeting date, time, type, rep, and booking flow source.

No. BoothMaven deduplicates against Salesforce by email match first, then phone, then fuzzy name and company. If a match is found, the existing Contact is updated. BoothMaven also respects your existing Salesforce duplicate detection rules — if your org has duplicate rules configured, BoothMaven checks field validation before writing and will not create records that violate those rules.

If the same person visits your booth at a second event, BoothMaven's "Met Again" detection adds a new Campaign Member on the new event Campaign and a new Activity on the existing Contact — no duplicate Contact is created. Their full event history accumulates on one Salesforce record across every event they attend.

Salesforce integration starts on the Essential plan ($149/mo) — it is not available on the Capture plan. Essential includes Contact and Account sync, Campaign and Campaign Member creation, voice and text notes as Activity Notes, meeting Tasks, Content Signals as Tasks, and Apollo.io enrichment (200 credits/mo). The Business plan ($399/mo) adds custom field mapping to any Salesforce field, unlimited Apollo enrichment, and two-way meeting sync. Both plans are available as Single Event licences ($299/event for Essential) for teams exhibiting fewer than three times per year.

Ready to Connect

Start Syncing Event Leads to Salesforce Today.

Setup takes under 10 minutes. Your first event contact appears in Salesforce as a Contact, Account, and Campaign Member — before the next visitor steps forward.

Essential from $149/mo · Business from $399/mo · Cancel anytime