Syncing Event Registrants + Guests to Salesforce

[Benjamin_Ortiz1]

Hi - We host events throughout the year where we capture registrants via Marketo forms and then sync them over to Salesforce Campaigns - all good.

The issue is capturing event guests and associating them with the original registrant. We do not sync event guests over to salesforce, we currently host them in Marketo Custom Fields, Event Guest 1, Event Guest 2, Etc. and have to often clear them out to accommodate new guests for future events.

Ideally we want to see each event in salesforce with a lead/contact associated and the names of their guests for that event. Has anyone come up with a solution similar to this? I was thinking a custom object that creates a new record for each event that holds the lead/contact and guest info. The tricky part is how to write to the custom object to add registrants and update statuses (registered, no show, etc..).

[Grégoire_Miche2]

Hi Benjamin

There is not way to do this unless using web services. You cold have a webhook that you fire from Marketo and calls a webservice thta writes that information in SFDC. Whatever you do, you will not be able to write to SFDC custom objects from within Marketo.

Vote here:

Another solution would be to consider the guests as separate leads with a different program status in Marketo and campaign member status in SFDC. In this case, you could use the /save endpoint and a webhook to call it and pass the guests to a specific form. You will find some information here: https://nation.marketo.com/message/166901-re-using-qualtrics-webservice-to-call-a-marketo-form-and-p...  and here : Simplest way to associate a contact coming from CRM with the Marketo cookie value

-Greg

[Anonymous]

Hi Benjamin, unfortunately, I don't have an answer for you, but I am wondering if you could elaborate on how you handle event registrations in general? I've been trying to find the best way to take registrations and sync them with Salesforce, but so far, it's fairly cumbersome. I'd love to know how you do it.

(Sorry for highjacking your thread!)

[Benjamin_Ortiz1]

Hi Brad - We create event programs in Marketo and sync them with Salesforce Campaigns. On form submit a flow changes the event program/sfdc campaign member status to 'Registered'. Day of the event we use the Marketo iPad event app to check people in and their status is auto changed to 'Attended' in the event program/SFDC campaign. For large events we use CVENT, however I wouldn't recommend them yet as they are overhauling their Marketo integration.

The problem with this approach as stated above is the inability to effectively capture guest registrations.