Member pricing and attendance records, straight from Salesforce
Fundraising Institute Australia (FIA)
The brief
FIA keeps its membership in Salesforce. Registration needed to recognize members as they signed up, charge them the right rate, and send every attendee's participation back to Salesforce once an event closed.
What we built
- A real-time member lookup: registrants enter their email, we find them in Salesforce, apply member or non-member pricing and pre-fill their details.
- Details held in Salesforce can be locked on the form, so corrections happen at the source and the database stays clean.
- After each event closes, confirmed attendees are matched to their Salesforce contact, or added as new ones, with an attendance record for each person.
- A dashboard for FIA's team with sync status, field mappings and a log of every record.
The result
Live on FIA's event registrations since June 2026, running on FIA's own Salesforce and Swoogo accounts.
- Swoogo
- Salesforce
- Zephyr Dashboard