Salesforce + Swapcard Integration

Integrate Salesforce to Swapcard in one click, or tell Integrately AI how you want each contact handled. Create attendees, update leads, sync event groups, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • Swapcard
    Person is created in Swapcard
  • Swapcard
    Event is created in Swapcard
  • Swapcard
    Group is created in Swapcard
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2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • Swapcard
    Get event by id in Swapcard
  • Swapcard
    Create person in Swapcard
  • Swapcard
    Update person in Swapcard
  • Swapcard
    Deleted person in Swapcard
  • Swapcard
    Get person by id in Swapcard
  • Swapcard
    Search person of an event by email in Swapcard

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Ready Workflows Ready Workflows for Salesforce + Swapcard Integration

Capture event participants, sync contacts, update records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Swapcard + Salesforce Integration

Create Salesforce contact from new Swapcard person

Creating an event in Swapcard is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the persons of your event?

The answer is simple. You use this Swapcard - Salesforce integration to create a new contact in Salesforce for each person who registers for your event through Swapcard. This will help you stay organized and easily keep track of your persons' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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Swapcard + Salesforce Integration

Create Salesforce task for new Swapcard event

Creating a task in Salesforce for every event created in Swapcard can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Swapcard is often used to manage large or multi-day events, having Salesforce record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + Swapcard flow

Sync your event and CRM data with messaging apps, email tools, and spreadsheets to keep teams aligned. Pick a combination and activate it in one click.

Salesforce
Swapcard
+
HubspotHubspot (4)
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ZoomZoom (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
EventbriteEventbrite (4)
+
Google SheetsGoogle Sheets (4)
S
S
H
Add every new Salesforce contact to Swapcard, and create a matching contact in HubSpot.
New Salesforce contacts appear in Swapcard as a new person instantly while HubSpot records the details, so your event management and CRM stay perfectly in sync.
S
S
H
When a person is created in Swapcard, update the Salesforce record and create a new contact in HubSpot.
Every new Swapcard attendee updates your Salesforce records and creates a HubSpot contact instantly without manual exports.
S
S
H
When a Salesforce lead is updated, update the Swapcard person and refresh the contact in HubSpot.
Lead updates in Salesforce automatically refresh Swapcard attendee details and HubSpot contact profiles in real time.
S
S
H
Use Claude to qualify new Salesforce leads, create a Swapcard person, and add the result in HubSpot.
Claude evaluates new Salesforce leads before creating a Swapcard attendee profile and logging the qualified contact in HubSpot.

Supported triggers and actions for Salesforce and Swapcard

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
Try it →
Swapcard
Swapcard Triggers & Actions
Person is created in Swapcard
Triggers the automation when a new person is created
Try it →
Event is created in Swapcard
Triggers the automation when a new event is created
Try it →
Group is created in Swapcard
Triggers the automation when a new group is created
Try it →
Get event by id in Swapcard
Retrieves event information using its id
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Create person in Swapcard
Generates a new person
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Update person in Swapcard
Updates the information of a person
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Deleted person in Swapcard
Removes a person from the system
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Get person by id in Swapcard
Retrieves a person's information by their id
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Search person of an event by email in Swapcard
Searches for a person in an event by email
Try it →

What can you automate with Salesforce + Swapcard?

Connect your CRM and event management platforms to streamline attendee registration, lead updates, and team notifications.

What you can automate?
🔄
Sync new contacts between CRM and event platform
Create a Swapcard person automatically whenever a new contact or lead is created in Salesforce. Keep your event attendees and CRM records perfectly aligned without manual work.
📝
Capture every submitted custom field
Map all available contact attributes and custom form responses from Salesforce straight into Swapcard attendee profiles. Ensure your event hosts have complete participant details.
🔔
Alert your team instantly on messaging apps
Send immediate notifications to your sales or event channels in Slack the moment a high-value prospect registers in Swapcard or updates their Salesforce record.
🔀
Route records based on submitted criteria
Evaluate incoming leads or attendee tiers in Salesforce to trigger specialised workflows, ensuring enterprise participants receive tailored handling across your event platform.
🔄
Keep downstream records continuously updated
Automatically update Swapcard profiles whenever a contact or lead is modified in Salesforce, ensuring job titles and email addresses never go out of date.
🛡️
Prevent duplicate records across systems
Search existing database entries before creating new profiles, ensuring your Salesforce and Swapcard accounts remain clean and free of redundant attendee entries.
⏱️
Manage status changes and event milestones
Trigger automated updates in your CRM when event participation statuses change, ensuring sales reps can follow up immediately after conference attendance.
🌐
Extend your workflow to external tools
Connect your core Salesforce and Swapcard pipeline with Google Sheets, email marketing platforms, or webinars to execute multi-step operational sequences.
And much more...

Who is Salesforce + Swapcard integration for?

Sales teams, event coordinators, and operations managers can eliminate manual data entry and keep their customer and attendee data perfectly synchronised.

Sales Operations Managers
Sales Operations Managers
Event Coordinators
Event Coordinators
Account Executives
Account Executives
Marketing Specialists
Marketing Specialists
Customer Success Leads
Customer Success Leads
Database Administrators
Database Administrators
📈
Sales Operations Managers
You rely on Salesforce records to forecast pipeline revenue, but event attendee lists live separately so your conversion numbers are always lagging — this integration means every new Swapcard registration updates your CRM instantly and your dashboards stay current.
Event Coordinators
You run virtual and in-person conferences on Swapcard, but copying attendee details over from Salesforce takes hours out of your day — automating both apps means every contact lands in your event platform the moment they are created in your CRM.
🤝
Account Executives
You need to know which prospective clients registered for upcoming trade shows, but finding out after the event has already passed is too late — connecting these apps means your team sees attendee activity directly inside Salesforce accounts immediately.
📊
Marketing Specialists
You manage high volumes of webinar and conference leads that require immediate follow-up before interest cools down — this integration means every form submission or lead update flows across platforms without manual export delays.
🎯
Customer Success Leads
You depend on accurate client profiles to deliver onboarding sessions during company retreats and conferences, but missing fields cause scheduling errors — automating both apps means your records remain complete and actionable at every stage.
📋
Database Administrators
You audit customer interactions across multiple systems, but manual data transfers inevitably leave frustrating gaps in your historical logs — with this integration, every contact and attendee profile synchronises reliably without missing a single entry.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Salesforce + Swapcard

Build and manage your Salesforce + Swapcard automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Swapcard with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to Swapcard?
Frequently Asked Questions
You can connect Salesforce to Swapcard instantly using 1-click ready workflows or by asking Integrately AI to set up the automation for you. It takes just minutes to link your CRM and event platform alongside tools like Slack, Google Sheets, and Mailchimp.
Can I automatically sync new Salesforce contacts to Swapcard event profiles?
Frequently Asked Questions
Can I connect Salesforce, Swapcard, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Swapcard?
Frequently Asked Questions
How are contact updates handled between Salesforce and Swapcard?
Frequently Asked Questions
Can new Swapcard registrants update records in Salesforce?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and Swapcard?
Frequently Asked Questions
Is the Salesforce and Swapcard integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Swapcard With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce to CRMs, email marketing tools, and analytics platforms to manage your customer data effectively.
Swapcard
Popular Swapcard Integrations
Sync Swapcard with event tools, video conferencing platforms, and communication apps to run seamless events.
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Swapcard Integrations arrow right
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