Automatically Sync Event Attendees to Salesforce

Setup Steps

Step 1: When Event Ends

1. Create new Zap → Search CE-Go
2. Select Event Ended trigger
3. Connect your CE-Go account
4. Click Test trigger

Step 2: Setup Configuration

1. Add Code by Zapier → JavaScript
2. In Input Data, add:
   • event_id → 1. Event ID
   • total_users → 1. Total Users
   • server → Type your Salesforce instance URL (e.g., https://ability-computing-1896)
3. Paste this code:

const server = inputData.server;
const url = `${server}.my.salesforce.com/services/data/v58.0/composite/sobjects`;
const limitPerPage = 100;
const eventId = inputData.event_id;
const totalUsers = inputData.total_users;
const totalPages = Math.ceil(totalUsers / limitPerPage);

const pages = [];
for (let i = 1; i <= totalPages; i++) {
  pages.push(i);
}

return { 
    event_id: eventId,
    total_users: totalUsers,
    limit: limitPerPage,
    pages: pages,
    total_pages: totalPages,
    server: server,
    url: url
};

⚠️ Important: Replace server value with YOUR Salesforce instance URL!

Step 3: Check if Users Exist

1. Add Filter by Zapier
2. Set: 2. Total Users → (Number) Greater than → 0

Step 4: Loop Users Page by Page

1. Add Looping by Zapier
2. Action: Create Loop From Line Items
3. Values to Loop: pages → 2. Pages
4. Trim Whitespace: True
5. Loop counter start: 1
6. Maximum iterations: 100

Step 5: Get Event Users

1. Add CE-Go → Get Event Users
2. Configure:
   • Event ID: 2. Event Id
   • Limit: 2. Limit
   • Page: 4. Loop Iteration
   • If multiple results: Return all results as line items

Step 6: Skip if No Users on Page

1. Add Filter by Zapier
2. Set: 5. Count → (Number) Greater than → 0

Step 7: Format Contacts for Salesforce

1. Add Code by Zapier → JavaScript
2. In Input Data, add: data → 5. Step(Row) Output
3. Paste this code:

try {
  const data = JSON.parse(inputData.data);
  const users = data.results;

  const contacts = users
    .map(user => ({
      attributes: { type: "Contact" },
      FirstName: user.first_name || "",
      LastName: user.last_name || user.email.split("@")[0],
      Email: user.email.toLowerCase().trim()
      // Add custom fields: Phone: user.phone || ""
    }))
    .slice(0, 200); // Salesforce limit

  return {
    contacts: JSON.stringify(contacts),
    count: contacts.length,
    page_number: inputData.loop_iteration
  };
} catch(e) {
  return {
    error: true,
    message: e.message
  };
}

Step 8: Sync to Salesforce

1. Add Salesforce → API Request (Beta)
2. Configure:

{
  "allOrNone": false,
  "records": <strong>{{7. Contacts}}</strong>
}
		

Step 9: Validate Results

1. Add Code by Zapier → JavaScript
2. In Input Data:
   • salesforce_response → 8. Body
   • page_number → 7. Page Number
3. Paste the validation code (counts successful/failed contacts)

🎉 Publish Your Zap

1. Review all steps
2. Click Publish at the top right
3. Your Zap is now live!

Success! Attendees will now automatically sync to Salesforce when events end.

💡 Troubleshooting

Adding Custom Fields

In Step 7 code, add after Email line:

Phone: user.phone || "",
Custom_Field__c: user.custom_value || ""

Need Help?

• 📧 Contact CE-Go support
• 📚 Salesforce API Docs

Happy syncing! 🎉
You've just automated your CRM workflow!