Sync Salesforce data with your Swapcard event
Swapcard + Salesforce Integration
Seamlessly import Salesforce contact, account, or exhibitor records into your Swapcard event platform. With secure authentication and flexible field mapping, this integration keeps attendee and exhibitor data aligned across platforms, streamlines registration, and provides valuable insights for tailored AI Recommendations that drive engagement and ROI.
Why Integrate Swapcard with Salesforce?
Swapcard is a comprehensive event platform for lead capture, session delivery, sponsorship activation, and attendee networking across web and mobile. Salesforce is the world’s leading CRM for managing contacts, accounts, and sales pipelines. When integrated, they eliminate the need for manual data exports and ensure your event reflects accurate data from the Salesforce CRM.
- Centralize data sync. Automatically import Salesforce contacts, accounts, and exhibitor records into Swapcard to simplify setup and eliminate manual entry.
- Secure, API-based sync. Replace spreadsheets and outdated file handling with secure API connections that maintain consistent lead and attendee data.
- Personalized profiles. Enhance attendee and exhibitor experiences in Swapcard by mapping Salesforce fields for segmentation and engagement.
- Enhanced attendee insights. Leverages CRM data to enhance the information available in Swapcard and allows you to use those insights to boost engagement.
- Custom field mapping. Map both standard and custom Salesforce fields to Swapcard attributes, including segmentation, qualification, and engagement data.
- Consistent record matching. Use a unique identifier (such as email or external ID) to match and update records across systems, ensuring data consistency.
What the Integration Enables
- Seamless data sync – Keep Salesforce and Swapcard aligned automatically, no file exports or manual updates needed.
- Effortless event content creation – Send attendees or exhibitors collected in Salesforce, including custom fields and useful data, to enhance engagement and AI recommendations. Exhibitor and attendee profiles can be updated based on your mapping configuration.
- Integrated dashboard – Monitor sync activity, manage mappings, and troubleshoot errors in the Salesforce dashboard within Swapcard Studio.
- Compliance and consent tracking – Import consent and privacy preferences from Salesforce into Swapcard to ensure GDPR compliance and enable secure data sharing with exhibitors and third parties.
- Reduce errors – Eliminate duplicate entries and outdated lists with structured API-based syncing.
How It Works
- Configure Salesforce for API access. Create an External Client App in Salesforce with OAuth to generate your Consumer Key and Secret. Ensure the Salesforce user has API access and permissions to manage applications and data synchronization.
- Connect Salesforce to Swapcard. In Swapcard Studio → Integrations → API connectors, select ‘’Salesforce’’ and enter your credentials (email, Consumer Key, Consumer Secret, and hostname).
- Map your fields. Define how Salesforce objects (Contacts, Leads, Accounts) align with Swapcard People and Exhibitor records, including a unique identifier (Client ID or email).
- Run your sync. Enable the integration to start the process, and it will sync automatically on a regular basis.
Use Cases & Benefits
Why Organizers Love Salesforce Integration with Swapcard
- No more manual exports – Sync directly from Salesforce without CSV upload hassles.
- Accurate, up-to-date records – Better alignment between CRM and event operations.
- Rich attendee profiles – Personalized attendee experiences using CRM data.
- Improved team alignment – Sales, marketing, and event teams work from a shared, integrated platform.
- Custom field support – Capture and map the data that matters to your business.
- Reduced data errors – Fewer data errors and less duplication.
Frequently asked questions about the Salesforce and Swapcard integration
What does the integration between Salesforce and Swapcard manage?
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Salesforce is the world’s leading CRM for managing contacts, accounts, and sales pipelines. Swapcard manages event registration, networking & matchmaking, event monetization, sponsorship activation, hosted buyer & smart meetings, and more. The integration imports Salesforce CRM records, including contacts, leads, and accounts, into Swapcard. It replaces manual CSV uploads with secure, API-based synchronization and supports configurable field mapping and incremental updates managed in Swapcard Studio.
Is the Salesforce integration native to Swapcard?
Yes. The Salesforce integration is fully native to Swapcard. No third-party connectors are needed. The integration supports importing Salesforce data into Swapcard.
Do I need a Salesforce account to use this integration?
Yes. You need a Salesforce account with API access and the required permissions to configure integrations. You must also create a Connected App with a Consumer Key, Consumer Secret, and Hostname to authenticate with Swapcard.
Once the initial data is imported, how does the integration ensure our records stay up to date?
The integration is designed to be "set it and forget it." Once configured, data updates automatically via the API, keeping your records in sync without manual intervention. While the system allows for manual Full or Incremental syncs, these are considered troubleshooting or "special case" tools; under normal operations, the automated background sync ensures your data remains current.
Can exhibitors use this integration to sync their own lead data to a CRM?
No, this specific integration is for event-level data managed by organizers. If exhibitors wish to sync their leads to a CRM, they must use the Swapcard Leads API or Zapier. However, availability is not universal; organizers must have these features enabled in their specific package, and exhibitors may need to request access or specific permissions to utilize these tools.
Easily integrate & unify your data
Seamlessly connect your essential event tools and unlock the power of unified data to make data-driven decisions that enhance event success and foster long-term growth.
“Swapcard helped us with the integration of data across our different business units...has helped my team save 2 weeks of work per event.”
Patrick Shields
Director of Customer Success, Informa Tech
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