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Integration — CRM / Customer Data

Audiobly × Salesforce

Salesforce shows you the accounts in your pipeline. Audiobly shows you which of those accounts sent people to your event, and which sessions they sat in.

Salesforce
Salesforce
Salesforce, Inc.

Salesforce is a cloud-based customer relationship management platform. Sales Cloud holds the accounts, contacts, leads, campaigns and opportunities that commercial teams work from, and reports on the pipeline they generate.

Visit Salesforce

See which accounts came to your event

Your CRM records the relationship. Your events are where that relationship actually happens — and until now, almost none of it made the trip back. Audiobly closes that loop in both directions.

What moves between the two

Each platform stays the authority on what it owns. The integration moves what the other one cannot see.

Audiobly
Audiobly
Event intelligence
Salesforce
Salesforce
Salesforce, Inc.
Audiobly sends
Account intent
Engagement score
Topic interest
Seniority & function
Sponsor reach
Salesforce sends
Accounts & contacts
Opportunities
Campaign membership
Consent

What Audiobly adds to Salesforce

Intelligence from the room, delivered into the system your team already works in.

Attendance as a first-class CRM record

Every event becomes a campaign, and every delegate a campaign member with a real status — registered, attended, or did not attend. Your team sees event history on the contact record they already work from, without opening another system.

An engagement score you can act on

Each contact carries a single score for how deeply they engaged, with the components behind it attached. It sorts a list of 2,000 delegates into the twenty worth a call on Monday.

Topic-level intent

What a person actually sat through is a stronger buying signal than anything a form can capture. Audiobly writes the topics each contact engaged with back onto the record, so 'accounts showing sustained interest in supply chain' becomes a report your team can run.

Sponsor and advertiser reach, evidenced

For media and sponsorship businesses, delivered audience lands beside the booked revenue it was sold against — so renewal conversations start from evidence rather than assertion.

What Salesforce adds to Audiobly

Context that makes every piece of analysis sharper and every report better evidenced.

Who these people actually are

Accounts and contacts bring firmographics, ownership and commercial status. A delegate list stops being names and job titles and becomes named companies with a known relationship history.

Pipeline and opportunity context

Opportunities and their contact roles let Audiobly report the pipeline present at an event and, more usefully, in a specific session — the figure that turns an attendance number into a commercial one.

The lead lifecycle

Leads arrive as the same person they later become, so someone who was a lead last year, a delegate this year and a customer next year stays one profile rather than three.

Consent and communication preferences

Marketing preferences flow in and gate everything Audiobly shares onward, so the CRM stays the authority on how a person may be contacted.

What teams do with it

Account management
See an account warming up before anyone enquires

Four people from the same company attend two events and ask questions in the sessions closest to what you sell. That appears on the Account in Salesforce as engagement and topic interest, while it is still early enough to act on.

Sales
Find the engaged accounts with no open deal

Engagement scores land on the contact and roll up to the account. Set against the opportunities Salesforce already holds, that gives you the list every rep wants: companies paying attention to you with nothing in the pipeline.

Sponsorship
Report sponsorship in accounts reached, not badges scanned

Instead of “your session had 800 attendees”, a sponsor gets the companies their content reached and how many were already prospects. That is a renewal conversation rather than a delivery report.

Want to find out more about how Audiobly × Salesforce can drive revenue and event intelligence for your business?

Tell us what you run and what you need out of it. We will show you exactly what this integration would give you.