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Integrate Cvent with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Cvent

A trigger is an event that starts your Zap and runs the workflow. For example, with Cvent, a trigger could be "Trigger on New Attendee Activities."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cvent to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Restrict this trigger to only fire for attendees added to the selected event.
  Required
- Is this Event a Webinar?
Trigger
Scheduled
Try It
- Do you want this trigger to fire from Attendee updates as well as new Attendees?
  Required
Trigger
Scheduled
Try It
- Add the Attendee to this Event
  Required
Action
Write
- Find any Contact with the supplied ID (Contact stub)
  Required
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- NickName
- User Prefix (Mr, Mrs, Ms, Dr, etc.
- CC Email Address
- Gender
- Company name
- Designation
- Title
- External system source ID
- Opt out of system emails
- Populate home address fields
- Populate work address fields
Action
Write
- Select how would you like to find the Attendee
  Required
- Restrict this trigger to only fire for attendees added to the selected event.
  Required
Action
Search

- Select how would you like to find the Attendee
  Required
Action
Search
- Select how would you like to find the Attendee
  Required
- Include deleted contacts?
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- NickName
- User Prefix (Mr, Mrs, Ms, Dr, etc.
- CC Email Address
- Gender
- Company name
- Designation
- Title
- External system source ID
- Opt out of system emails
- Populate home address fields
- Populate work address fields
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Do you want this trigger to fire from Attendee updates as well as new Attendees?
  Required
- Restrict this trigger to only fire for attendees added to the selected event.
  Required
Trigger
Scheduled
Try It
- Do you want this trigger to fire from Attendee updates as well as new Attendees?
  Required
Trigger
Scheduled
Try It
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- NickName
- User Prefix (Mr, Mrs, Ms, Dr, etc.
- CC Email Address
- Gender
- Company name
- Designation
- Title
- External system source ID
- Opt out of system emails
- Populate home address fields
- Populate work address fields
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Select how would you like to find the Attendee
  Required
- Include deleted contacts?
Action
Search
- Select how would you like to find the Attendee
  Required
- Restrict this trigger to only fire for attendees added to the selected event.
  Required
- Add the Attendee to this Event
  Required
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

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About Cvent

Cvent is a modern online management product for event, survey, and email marketing management.

Related categories

Event Management

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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