Salesforce Integration

Import Salesforce Leads & Contacts for Instant Badge Creation

Connect Salesforce to Online Badge Designer through Zapier. When a lead converts, a contact is added to a campaign, or an event registration is submitted, attendee data flows directly into your badge project — no manual CSV exports needed.

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How Salesforce + Online Badge Designer Works

Use Zapier to bridge your Salesforce CRM and badge projects. Leads, contacts, and campaign members flow into badge-ready attendee records without manual intervention.

Campaign Member Import

When a contact or lead is added to a Salesforce Campaign, Zapier automatically sends their record to your badge project. Perfect for conferences, trade shows, and product launch events managed through Salesforce Campaigns.

Lead and Contact Sync

Trigger badge creation when a new lead or contact is created in Salesforce. Use this for on-site events where your sales team adds walk-in attendees directly in the CRM and expects a badge printed immediately.

Opportunity-Stage Triggers

Create badges when an opportunity reaches a specific stage, such as "Closed Won." Ideal for customer appreciation events, partner summits, or exclusive dinners for accounts that have reached a deal milestone.

Custom Object and Field Mapping

Map any standard or custom Salesforce field to a badge data placeholder. Pull in account name, lead source, territory, custom picklists, or any field your organization has added to the contact or lead object.

Report-Based Filtering

Use Zapier Filters in combination with Salesforce report criteria to control which records trigger badge creation. Only import contacts from a specific region, account tier, or event campaign status.

Post-Event Activity Logging

After badges are printed and attendees check in, push attendance data back to Salesforce via Zapier. Log a completed task or update a campaign member status to "Attended" for accurate event ROI reporting.

Why Connect Salesforce to Your Badge Workflow

Salesforce is the system of record for your customer relationships. Use it as the source of truth for event badges too.

Leverage Your Existing CRM Data

Your sales and marketing teams already maintain clean, verified contact records in Salesforce. Use that data directly for badge creation instead of building a separate attendee list from scratch.

Campaign-Driven Badge Management

Salesforce Campaigns are built for tracking event participation. Adding a member to a campaign is a natural workflow your team already follows, and now it also triggers badge creation automatically.

Enterprise-Grade Data Governance

Salesforce enforces data validation rules, required fields, and picklist values. Because badge data originates from Salesforce, it arrives clean and consistent, reducing errors on printed badges.

Multi-Event Scalability

Large organizations run dozens of events per quarter. With Salesforce Campaigns mapped to individual badge projects, each event gets its own attendee list and badge design without cross-contamination.

Measure Event Impact on Pipeline

By linking badge check-in data back to Salesforce campaign member records, you can track which events influenced which opportunities. Build dashboards that tie event attendance directly to revenue.

Works Across Salesforce Editions

The Zapier integration works with Salesforce Essentials, Professional, Enterprise, and Unlimited editions. Any edition that supports API access can connect to Online Badge Designer through Zapier.

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Salesforce Integration FAQs

How does the Salesforce integration connect to Online Badge Designer?

The connection runs through Zapier. You create a Zap with Salesforce as the trigger app (for example, "New Campaign Member") and Online Badge Designer as the action app ("Add Attendee"). Zapier transfers the contact data between the two platforms automatically whenever the trigger fires.

Do I need a Zapier account to use this?

Yes. You need a Zapier account to create the automation that connects Salesforce to Online Badge Designer. Zapier offers a free tier for low-volume use. Enterprise organizations with large campaigns will likely need a paid Zapier plan to handle the volume of records.

Which Salesforce triggers can I use?

Common triggers include "New Lead," "New Contact," "New or Updated Campaign Member," "New Opportunity at Stage," and "Updated Record." You can use any Salesforce trigger available in Zapier to start the badge creation workflow.

Can I assign different badge designs based on Salesforce data?

Yes. Use Zapier Paths or Filters to route contacts to different badge projects based on Salesforce field values. For example, contacts with a "Speaker" campaign member status go to a speaker badge project, while "Attendee" status contacts go to a general admission badge project.

What Salesforce fields can I send to the badge designer?

You can send any standard or custom field from a lead, contact, or campaign member record. Common fields include first name, last name, email, account name, title, department, lead source, and any custom fields your Salesforce admin has created.

Does my Salesforce edition need API access for this integration?

Yes. Zapier connects to Salesforce via the Salesforce API, which requires API access to be enabled for your edition. Most Professional, Enterprise, and Unlimited editions include API access. Salesforce Essentials also supports Zapier connectivity.

Turn Salesforce Data into Professional Badges

Connect Salesforce to Online Badge Designer through Zapier. Import leads, contacts, and campaign members, then design and print badges in minutes — no spreadsheets required.

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