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Customer experience | Sales, Customer Insights,...
Answered

Is it possible to register an account to an event?

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Posted on by 339

Hello!

I'm currently setting up a Marketing app for a customer. Their customers are mostly private persons, so there are a lot of Accounts that are one single person. Because of this, they want these people, as Accounts, to register to Events through Marketing Forms. Solely to keep everything collected at the same place, and not some things on the Contact, and other things at the Account.

Is there any way I can connect an Account to an Event? 

If this is not possible. Can I register them to the event as a Contact, and then extract this information and plug it into the Account to keep the history in one place?

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  • Verified answer
    Eiken Profile Picture
    Microsoft Employee on at

    Hi,

    The event registration can only create contact or lead.

    You can create a workflow that a new account will be created when a contact created with the Source form is selected marketing form, 

    pastedimage1681803278220v1.png

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