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Set up your first integration

Quickly connect Cvent to Salesforce with a Zapier template.

Our most popular template

Add new or updated Cvent events to a Salesforce campaign as leads
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Cvent + Salesforce

Add new or updated Cvent events to a Salesforce campaign as leads

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Details

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Cvent + Salesforce

How Zapier works

Zapier makes it easy to integrate Cvent with Salesforce - no code necessary. See how you can get setup in minutes.

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

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Cvent to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Cvent + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cvent and Salesforce

How can I integrate Cvent with Salesforce?

We offer a seamless integration process that involves setting up triggers in Cvent, such as a new event registration, which then matches up with actions you define in Salesforce, like adding or updating a lead.

What triggers are available when integrating Cvent with Salesforce?

Our system allows you to create triggers based on several actions within Cvent, including new registrations, cancellations, or modifications which can then be used to prompt updates within your Salesforce environment.

What types of actions can be automated in Salesforce through the integration?

With our integration, you can automate actions such as creating a new lead or contact, updating existing records, and logging event participation details directly into Salesforce based on the triggers set from Cvent activities.

Do I need technical expertise to set up the Cvent and Salesforce integration?

Setting up the integration does not require advanced technical skills. Our intuitive interface guides you through aligning triggers from Cvent with corresponding actions in Salesforce.

Can updates in real-time be achieved with the Cvent and Salesforce integration?

Yes, our integration supports real-time updates. As soon as a trigger event occurs in Cvent, corresponding actions are executed automatically in Salesforce without delay.

Are there any limitations on data fields that can be synchronized between Cvent and Salesforce?

While most standard fields are supported for synchronization, certain custom field integrations may require additional configuration steps due to platform-specific constraints.

How does error handling work during the data transfer between Cvent and Salesforce?

We have automated systems in place for error handling that notify you of any issues during data transfer. Errors are logged for review, allowing you to troubleshoot efficiently if needed.

Connect Cvent and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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
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- 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
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- 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