A note on integrating Hopin with Salesforce

Salesforce integrations are notoriously complex given the vast number of possible Salesforce configurations. To address this we have made our Salesforce integration as dynamic as possible, allowing you to map the objects and fields in your specific Salesforce configuration to Hopin.

Which plans are the Hopin<>Salesforce integration currently available on?

The Salesforce integration is available on Hopin's Business and Enterprise plans.

What are the capabilities of the Hopin<>Salesforce integration?

  1. Export registrations from Hopin to a Salesforce object (optional).
  2. Import registrations from Salesforce object into Hopin's invitation system (optional).
    1. Export magic links from Hopin into a field on a Salesforce object (optional).

How often does the Hopin<>Salesforce integration sync?

The Salesforce integration syncs in real-time.

Integration guide

When you click 'Connect' on the Salesforce integration it will take you to a new screen that will take you through authorization and the setup of all of the above workflows. You can skip any of the workflows above by not completing the fields in the screen for that workflow.

You'll need a Pro, Business or Enterprise plan to use the Salesforce integration.

Exporting registrations from Hopin to a Salesforce object

Here's what you'll need to do to enable this workflow:

  1. Login to your Hopin account and select the relevant organization from the left-hand menu:

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  2. Click on the 'Integrations' tab and click the 'Connect' button on the Salesforce integration:

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/b3bf7bf1-f492-44c9-8a92-cbb43021043f/Screenshot_2020-12-15_at_12.09.17.png

  3. Login to Salesforce when prompted:

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/c73acf65-abcb-4c8e-9cfb-473a87101a95/Untitled.png

  4. Proceed to the following screen, 'Export registrations'. If you don't need to export registrations from Hopin to Salesforce, you can hit 'Next' and skip this screen. If you do wish to export registrations to Salesforce, choose the object you'd like to create when a registration is created, and map Hopin's first name, last name and email fields to your Salesforce registration object. If you want to also map add any optional fields, you can choose 'Add a new mapping':

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/6a5951a3-8d17-4140-88ff-41e4d8780773/Untitled.png

  5. Click 'Next' and proceed to the 'Import registrations' screen.