Connect Livestorm and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Registrant
Registrant Attended
Registrant Didn't Attend
Registrant Watched Reply
Session Created
Session Started
Session Ended
New Event
Event Published
Job Ended
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use Livestorm and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Registrant
Triggers when a new participant register for an Event
Registrant Attended
Triggers when a registrant attended an Event Session that just ended
Registrant Didn't Attend
Triggers when a registrant didn't attend an Event Session that just ended
Registrant Watched Reply
Triggers when a registrant has watched an replay of an Event Session
Session Created
Triggers when a session is created
Session Started
Triggers when an Event Session starts
Do thisActions
Action is the task that follows automatically within your Livestorm integrations.
Create Session
Create an Event Session
Remove Session
Deletes a Session
Remove Registrant
Remove someone from a session
Remove Event
Delete an event
Update an Event
Partially Update an Event
Update an Session
Partially update a session
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Frequently Asked Questions
To start, connect both your Livestorm and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Livestorm triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Livestorm data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Livestorm and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Livestorm and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Livestorm
Livestorm is an end-to-end engagement platform that enables you to connect, engage, and capture actionable insights in one place.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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