CRM Integration
Turn event conversations into Salesforce records automatically
SpeakSoon integrates with Salesforce to automatically sync contacts, companies, tasks, and notes captured at events, straight into Salesforce as Contacts, Accounts, Leads, or Opportunities, with nobody typing anything in by hand.
Why teams sync SpeakSoon to Salesforce Salesforce
Every event contact becomes a real Salesforce record: Contact, Lead, or Opportunity, depending on how your team works.
Standalone Salesforce Leads, done properly. SpeakSoon can create genuine Salesforce Lead records (not just tagged Contacts), pre-filled with the person's and company's details.
Existing records are matched, not duplicated. SpeakSoon checks Salesforce for a match before creating anything new.
Every synced record is tagged 'SpeakSoon' as its lead source, so your team can filter and report on event-sourced pipeline.
How it works
- 1
Log in with Salesforce
A secure, one-click connection. No developer setup required.
- 2
Capture contacts at your event
Via badge scan or WhatsApp conversation.
- 3
Sync to Salesforce
As Contacts, Leads, or Opportunities, individually or in bulk.
- 4
Work them like any Salesforce record
With full visibility into where each one came from.
Get started
Turn your next event into fully-synced Salesforce pipeline.
Connect Salesforce once. Every event conversation becomes a real Salesforce Contact, Lead, or Opportunity.
Salesforce Salesforce integration FAQ
Other CRMs we support
SpeakSoon also syncs into these CRMs.
Get started
Turn your team’s next event into pipeline.
Set up SpeakSoon through WhatsApp in 2 minutes. Start networking at your next event.
Talk to us before your next event.
Book a 15-minute intro call
We'll walk you through the full product, set you up, and make sure SpeakSoon fits your workflow. No prep needed, just show up.
Talk to us
Talk to us
Any question about the product, integrations, pricing or a team rollout. We usually reply within 2 hours.
Book a call
The fastest way to get tailored answers. 15 minutes, no slide deck.
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Product, partnerships, press, anything. We read every email.
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