Salesforce + momencio
= Love at first sync
why they're better together
two powerhouses. one seamless journey.
When your event marketing platform and CRM speak the same language, everything just works.
Leads flow into Salesforce automatically — enriched, scored, and synced every 10 minutes. No spreadsheets. No delays. No manual uploads. Just sales-ready data in motion.
Key benefits:
🔁 Bi-directional sync – Keep Salesforce contacts and accounts up to date across both platforms — automatically, every 10 minutes.
📇 Enriched contact and company profiles – Sync full lead details, including email, phone, job title, LinkedIn, and company data, directly into your Salesforce.
🧩 System flexibility – Multiple integrations to different systems from one same account.
📌 Campaign integration – Campaigns become an extension of your event strategy, ensuring your marketing efforts are precisely tailored and easily tracked.
📈 Lead scoring that flows in – momencio’s lead intelligence and scoring model syncs directly into Salesforce, ready for sales to act.
what gets synced?
everything you need, exactly where you need it
- Contacts: Name, title, email, phone, LinkedIn, company info, and more.
- Accounts: Core business details like company name, website, location, and more — automatically mapped to Salesforce.
- Campaigns: Leads can be directly linked to Salesforce campaigns for attribution and post-event visibility.
- Lead scoring: The momencio score flows into Salesforce to help you sort, prioritize, and follow up faster.
- +more
the problems you're facing. the solutions we deliver.
event data shouldn’t live in silos. with momencio’s salesforce integration, every booth interaction, form fill, and follow-up lands exactly where your team needs it — in the CRM. here’s how we bridge the gap between events and revenue.
| what you need | what we have |
|---|---|
|
Leads flowing in without CSVs or manual work |
Automatic sync to Salesforce every 10 minutes |
|
Contact data your sales team doesn’t have to Google |
Full profiles with job titles, phone numbers, website, LinkedIn, company info, and more |
|
A way to know who’s actually worth following up |
The momencio score helps your team identify and act on high-value leads faster |
|
Context that helps sales start fast |
Context-rich smart notes and tags help sales teams qualify and follow up effectively |
|
Visibility that events are driving the pipeline |
Campaign data flows into Salesforce to help track ROI and attribution clearly |
more integrations
extend your reach with even more integrations designed to keep your sales and marketing teams perfectly in sync.
streamline your lead capture, boost engagement, and supercharge your marketing efforts with precision data syncing.
discover a new dimension in event lead capture and sales enablement with momencio’s integration with salesforce.
connect effortlessly with momencio and Dynamics 365. Streamline your event data, manage leads easily, and make real-time insights work for you.
momencio and Marketo team up to keep your company details clear and ready for efficient sales and marketing.
frequently asked questions
momencio updates contact, company, note, campaign, and scoring data in Salesforce. Contact and company information are bi-directional, keeping both systems aligned.
Contact and company data, as well as notes, tags, and scores, are updated every 10 minutes — automatically and without manual uploads.
Yes. momencio supports multiple system integrations from the same account — including Salesforce, HubSpot, Marketo, and more. For Salesforce specifically, multi-org setup may require enterprise configuration.
Yes. Smart notes captured in momencio, including details that are entered manually from by sales reps, are included as part of the contact record in Salesforce. This gives your team valuable context without needing to dig through separate systems or event tools.
The momencio Score helps identify high-interest leads and is included alongside each contact for faster sales prioritization.
Yes. Captured leads can be linked to Salesforce campaigns, helping track performance and event attribution at the campaign level.
Yes. momencio allows field-level configuration during integration setup to align with your CRM structure. Custom mapping capabilities may vary by plan — reach out for details.
Yes. A Salesforce admin or someone with API and integration permissions is typically required to authorize and map the integration properly.
No development is needed. The integration is built to be configuration-based, with guided setup and support available to assist non-technical users.
With bidirectional sync enabled, updates to contact or account records in Salesforce will reflect in momencio as well, maintaining alignment across systems.
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