Salesforce CRM Integration - Circa

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How do I set up the Salesforce CRM Integration?

To enable the sync between Circa and Salesforce, simply navigate to Org Reports & Settings > Integrations > Salesforce. From...

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How do I set up the field mapping between Circa and Salesforce CRM?

From within Org Reports & Settings > Integrations > Salesforce, there are four different settings which allow you to define...

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How does Event Info CRM Sync work?

Event Info Sync with Salesforce CRM enables your team to drive higher event ROI by providing visibility into key drivers....

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How does Contacts CRM Sync work?

Syncing Contacts between Circa and Salesforce can be set up quickly with simple field mapping and a few additional considerations....

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How does Meetings CRM Sync work?

Meetings Sync runs alongside Contacts Sync to efficiently capture all of the Meetings from your Events and sync them to...

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What are CRM Campaigns and why should I use them for events?

Circa allows you to connect Salesforce Campaigns with Events, allowing you to track Event Info, Contacts, and Meetings across all...

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How do I connect Events to Salesforce CRM Campaigns?

Once you've connected your Circa and Salesforce accounts and configured your field mapping settings, you're ready to connect Events to...

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