Send PeopleVine Data to Salesforce in Real-Time

With our Salesforce integration, you have the ability to send data direct to Salesforce via our webhook engine.

Follow this tutorial to see how to sync your data with Salesforce via our Webhook engine.  This is great for outbound and of course our API is best for inbound data (but the inbound would require development from your Salesforce dev shop). 

There are a few steps to getting this started:

  1. In your Salesforce account, go to the Setup menu (found by clicking the Settings icon)

  2. Go to the Platform Tools > Apps > App Manager and create a new Connected App
  3. Enter the basic information with PeopleVine's contact info (this is more for your reference)

  4. Under the API section, select Enable OAuth Settings,
  5. enter the callback URL as (change .com to for Region 2)
  6. select the scopes as:
    1. Access and manage your data (API)
    2. Perform requests on your behalf at any time (referesh_token, offline_access)

  7. and lastly check require secret for web server flow.  Then hit save.
  8. Once your app is created, you can view the app settings.  Here's you'll find the Consumer Key and the Consumer Secret.  Grab these items as you will need to add them to PeopleVine.

Now login to PeopleVine:

  1. Go to the settings menu in PeopleVine and click on Integrated Platforms
  2. Scroll to find the Salesforce logo
  3. Copy the Consumer Key and the Consumer Secret

  4. Once you have entered this info, click on Connect.  
  5. You will now be prompted to enter your Salesforce credentials to complete the authentication

If everything is successful, you will get a confirmation alert at the top of the screen.

Now that your'e connected, you can setup Webhooks to send data to Salesforce:

  1. Click on Automate > Webhooks > Setup New Webhook
  2. Select the activity to trigger (e.g. Customer Registers)
  3. Compelte the webhook settings and enter the URL for your specific Salesforce instance (this allows you to push data to custom tables) (e.g.
  4. Select to use your Salesforce user credentials

  5. Enter your header object to pull in the token
    Authorization: Bearer {@authenticate_guid@}

  6. Then enter the body mapping PV fields to Salesforce fields.
  7. Save the webhook and give it a try.  Please note that Salesforce has certain field requirements, you can achieve these with our HAPI language.

Here are some sample webhook mappings:

New Customer in PV Mapped to Contact in SF

"FirstName": "",
"LastName": "",
"Email": "",
"Birthdate": "{@birthdate:date(yyyy-MM-dd)@}",
"Phone": "",
"MailingCity": "",
"MailingCountry": "",
"MailingPostalCode": "",
"MailingState": "",
"MailingStreet": " ",
"MobilePhone": ""

New Member in PV mapped to Opportunity in SF

"Amount__c": "{@subscription_rate@}",
"Autorenewing__c": {@auto_charge:boolean@},
"Billing_Address_Type__c": "Home",
"Billing_City__c": "{}",
"Billing_Country__c": "{}",
"Billing_Postal_Code__c": "{@card.zip_code@}",
"Billing_State__c": "{@card.state@}",
"Billing_Street_1__c": "{@card.address1@}",
"Billing_Street_2__c": "{@card.address2@}",
"Birthdate__c": "{@customer.birthdate:date(yyyy-MM-dd)@}",
"Company__c": "{@customer.company_name@}",
"Email_Address__c": "{}",
"First_Name__c": "{@customer.first_name@}",
"Last_Name__c": "{@customer.last_name@}",
"Membership_Level__c": "{@service.service_title@}",
"Newsletter_Signup__c": {@customer.opt_in_email:boolean@},
"Primary_Phone__c": "{@customer.mobile_number@}",
"Primary_Phone_Type__c": "Mobile",
"Secondary_Phone__c": "{@customer.phone_number@}",
"Secondary_Phone_Type__c": "Home",
"Shipping_Address_Type__c": "{@customer.address@}",
"Shipping_City__c": "{}",
"Shipping_Country__c": "{}",
"Shipping_Postal_Code__c": "{@customer.zip_code@}",
"Shipping_State__c": "{@customer.state@}",
"Shipping_Street_1__c": "{@customer.address@}",
"Shipping_Street_2__c": "{@customer.address2@}",
"Stripe_Charge_Id__c": "",
"Stripe_Customer_Id__c": "",
"Stripe_Subscription_Id__c": "{@subscription_no@}",
"Title__c": "{@company_title@}"

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Setup a Temporary ID for Hotel Guests

You can allow hotel guests to act as a member during their time at your property by leveraging these settings.

Posted May 23, 2023

We've updated the Scheduler Engine with some New Features

Check out these additions that will increase the functionality of your schedulers.

Posted May 22, 2023

Send E-mails Prior to An Appointment, Reservation or Event with Pre-Arrival Campaigns

A new campaign type is set up for pre-arrivals, allowing you to send messaging to a person prior to them arriving for their appointment, reservation or event.

Posted May 2, 2023

Change the Currency you charge in for GoCardless and Stripe

You can now charge people in their local currency by using our "switch currency" option when charging a transaction or subscription (for recurring billing).

Posted February 23, 2023

We Are Expanding Our Platform for Global Capabilities including Country Codes

We updated our platform to store the country code when storing a person's phone number or mobile number. This will assist with ensuring your data is properly formatted, plus more!

Posted February 21, 2023

Register Your Twilio Account for A2P 10DLC Registration with the Carriers to Ensure Delivery

Due to requirements in the US, all clients using Twilio to send SMS to US based customers must register their business and campaigns for outbound messages.

Posted January 6, 2023

Peoplevine is Live on the Toast Marketplace for 1-click Enablement

We've made it easier for you to activate Peoplevine with Toast by using the standard integration.

Posted December 9, 2022

Track an Alternate ID for Membership Card Scans and Identify Primary Membership

We made some updates to the membership experience by adding an alternate ID used to ensure keycards and other IDs are scannable in our platform along with flagging the primary membership.

Posted November 29, 2022

Login with Azure MFA to Enable Secured Azure Active Directory Login

You can now login to Peoplevine with your Azure Active Directory account in addition to your email and password or force the user down MFA only.

Posted September 21, 2022

Approve Multiple Applications at Once or Change the Person on the Application

With our new updates to the application engine, you can now approve (or reject) multiple applicants at once along with the ability to re-assign a CRM record to an application.

Posted August 19, 2022

Connect Your Stripe Account to Peoplevine

Follow the new flow to setup your Stripe connection using our v2 rails.

Posted August 2, 2022

Setup Your Global Network to Create Seamless Reciprocity Between Clubs

Once you've been approved and added to the Global Network, you'll be able to auto-enroll your members into all clubs linked to that Global Network. If your member resigns, then their Global Network access is also revoked.

Posted July 1, 2022

Updated GoCardless Flow and Connection

Connect your GoCardless account to Peoplevine to enable direct debit and bank transfer capabilities.

Posted June 9, 2022

Click Out to Send an SMS Message with a Pre-set Body

Need someone to click a link to send an SMS with a pre-defined body? For example if someone wants to text Valet to get their car.

Posted June 9, 2022

Updated Bookings Page with Appointments, Reservations, Events and Classes on One Screen

We updated the /account/bookings page to display both upcoming appointments/reservations along with event/class registrations.

Posted May 31, 2022

© Peoplevine 2023. Powered by PeopleVine. Terms of use | Privacy & cookies