Connect Salesforce with Sessionboard
Sync your event registrants, sessions, and speaker data directly into Salesforce. Keep your CRM updated automatically, no manual work required.
ABOUT
How Sessionboard helps
Sessionboard works with Salesforce for event and association teams that standardize on CRM for marketing and membership. Sessionboard owns the program layer while speaker and session data flows into the Salesforce records your team already runs on.
Speaker and session data syncs to Contacts, Accounts, and Campaigns
Program layer stays in Sessionboard: abstracts, speakers, sessions
Fonteva and Nimble AMS get dedicated works-with pages
Sounds like you?
Registration owner
Registration stays on your incumbent platform, but program and speaker ops should not stop at CSV export.
Marketing ops
Another point tool mid-contract. Sessionboard public API keeps the program graph authoritative.
AV / production
Capture vendor locked for the season. Write transcriptions and media back via API instead of re-keying.
Executive buyer
Rip-and-replace is a non-starter. You need displacement on program depth while registration stays put.
WHAT WE DELIVER
What Sessionboard delivers natively
Keep Salesforce mid-contract when you need to. Sessionboard owns call for papers, speaker operations, and content marketing on the program graph.
Salesforce
still ownS
CRM system of record
Contacts, accounts, opportunities, campaigns, and sales workflows on Salesforce.
Marketing and membership ops
Teams that route event leads and member records through Salesforce objects.
Salesforce-native AMS
Fonteva and Nimble AMS run on Salesforce. See dedicated Sessionboard + Fonteva / Nimble pages.
Sessionboard
BUILT IN
Event program graph
CFP, review, speaker portal, agenda, and session content. Purpose-built for conferences.
Speaker CRM across events
Faculty identity persists across annual meetings; export enriches Salesforce contacts.
Content Marketing and advocacy
Transcription, Attendee Hub, Amplify. Program-native, not CRM modules.
sessionboard live
See how the data flows
Program and session data live in Sessionboard
Program team runs CFP and speakers in Sessionboard. Authoritative session and speaker records.
Speaker and session exports or API sync update Salesforce Contacts and related Campaign members.
Registration may stay on Cvent, RainFocus, or another platform. Sessionboard links program to CRM reporting.
Advocacy attribution events inform marketing which sessions drove pipeline influence.
Integration status
Salesforce export and CRM sync patterns vary by account. Confirm field mapping with Sessionboard sales. For Salesforce-native AMS, prefer Sessionboard + Fonteva or Sessionboard + Nimble AMS works-with guides.
Ask your AI about the event, not a spreadsheet export
Sessionboard connects to the assistants your team already uses through MCP. Sessions, speakers, and committee data stay in Sessionboard — Claude, ChatGPT, and Copilot read it live.
OAuth sign-in — no API keys to copy or rotate
Live program graph — sessions, speakers, review rounds, readiness gaps
Works beside registration and capture tools you already run
Read the MCP setup guide
Sessionboard MCP
You
Which accepted speakers still haven’t submitted bios before we publish the app?
Assistant
12 accepted speakers are missing bios. 4 also lack headshots. Top gaps: Dr. Rivera (keynote), Panel B moderators (2), Workshop track (3).
Live from Sessionboard · updated 2 min ago
Try asking
Agenda changes since yesterday
Round 2 review status
Sessions missing slides
case study
Real teams. Real results
See how event and marketing teams use Sessionboard to manage their speakers, scale their content, and prove ROI.
Read more
“Honestly, I loved it! getting everything out of the spreadsheet. It collects all the information and gives you a visual of who you might want to invite."
GURU Media Hub
"Sessionboard has been one of our most successful investments this year, making our team more efficient and allowing us to focus on the most critical components of our events."
Richelle Westhafer
Senior Director, Global Experiences & Marketing at Docebo
“Honestly, I loved it! getting everything out of the spreadsheet. It collects all the information and gives you a visual of who you might want to invite."
GURU Media Hub
"Sessionboard has been one of our most successful investments this year, making our team more efficient and allowing us to focus on the most critical components of our events."
Richelle Westhafer
Senior Director, Global Experiences & Marketing at Docebo
FAQs
Frequently asked questions
How Sessionboard works beside Cvent.
Does Sessionboard replace Cvent?
No for live webinar delivery. Cvent stays the runtime; Sessionboard owns request intake, SME matching, recording ingest, clips, Advocacy, Dispatch, and measurement.
How do teams find SMEs for the next webinar?
Webinar request forms feed SME Explorer. Search and rank experts from your speaker CRM across every event, past webinars, topics, and engagement.
How does Cvent connect to Sessionboard?
Cvent is available as a Sessionboard app connector. Scheduled webinars, recordings, presenters, and engagement signals sync into the Webinars module and Media Library.
What is the difference between Advocacy and Dispatch?
Advocacy reaches external audiences (hosts, panelists, and attendees) with tracked share links. Dispatch delivers ready-to-send clip packs to internal teams: membership, GTM, sales, and customer success.
Standardized on Salesforce CRM?
Talk through your event workflow — abstracts, speakers, content, and marketing on one program graph.
Request a demo