1. Order Complete
When a SimpleTix order completes, you can trigger a purpose-built Zapier integration. It’s already been created for you—you just need to set it up once.
2. Find Or Create New Contact
Salesforce attempts to find an existing contact it can attach the order to. If it can’t, a new contact will be automatically created based on the SimpleTix order data.
3. Find Or Create New Account
In the same way, Salesforce will attempt to find an existing organization to match the order. Otherwise it will create a new account in the same way it created a new contact.
4. Create Salesforce Opportunity
Running a complicated campaign? Automatically create an opportunity each time an order comes in, with name, stage, related account, and more.
5. Update the Contact
Finally, Salesforce updates the contact by adding the Account and Opportunity.
Salesforce and SimpleTix were made for each other
View a contact in Salesforce and see all the events they've attended in the past… Send email to contacts who haven’t yet bought tickets—prepopulated with discount codes, customer information, ticket levels and other information… And more!
Case Study: Fondation Montréal
Julia Khon, the founder of una buro, is a Salesforce Certified Solutions Guide for Nonprofits. She has assisted Fondation Montréal with its events. Julia uses SimpleTix because she can manually keep the organization’s Salesforce account in sync. As orders come in, she creates new contacts, leads, and opportunities for them Salesforce.. This saves the organization hours of manual entry. The Zapier integration automatically checks to see whether the data collected by SimpleTix already exists before adding it to Salesforce.