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Manage new or updated Cvent attendees by creating or updating module entries in Zoho CRM
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Cvent + Zoho CRM

Manage new or updated Cvent attendees by creating or updating module entries in Zoho CRM

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Details

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Cvent + Zoho CRM

How Zapier works

Zapier makes it easy to integrate Cvent with Zoho CRM - 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 Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

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

That’s it! You just connected Cvent to Zoho CRM

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

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your Cvent to Zoho CRM 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 + Zoho CRM integrations

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

How can I connect Cvent with Zoho CRM?

You can connect Cvent to Zoho CRM using our platform by setting up a zap. The zap will allow you to choose specific triggers from Cvent, such as a new event registration, and map them to actions in Zoho CRM, like creating or updating a contact record.

What triggers are available for Cvent in the integration?

In our Cvent integration, you can use triggers such as 'New Event Registration', 'Event Published' and 'Attendee Checked In'. These triggers help in capturing different attendee interactions which can further initiate actions in Zoho CRM.

What actions can be performed in Zoho CRM when triggered by Cvent?

Upon capturing a trigger from Cvent, you can perform various actions in Zoho CRM like creating or updating leads, contacts, and deals. For instance, when a new event registration occurs in Cvent, we can automatically create or update the corresponding contact information in Zoho CRM.

Do I need coding skills to set up the integration between Cvent and Zoho CRM?

No coding skills are required to set up the integration between Cvent and Zoho CRM in our platform. The process involves selecting predefined triggers and actions through an intuitive interface that guides you through the setup steps.

Can I filter specific event data from Cvent before sending it to Zoho CRM?

Yes, you can apply filters within our zap settings to decide which specific data from Cvent should trigger actions in Zoho CRM. For example, you might want to only send contact details who registered for events happening on certain dates or locations.

Is it possible to map custom fields from Cvent into Zoho CRM during integration?

Yes, our platform allows mapping of both standard and custom fields from Cvent into relevant fields within Zoho CRM. During setup, you'll have options to align these fields according to your business requirements.

How often does data sync occur between Cvent and Zoho CRM after setting up the zap?

Once you've set up your zap for integrating Cvent with Zoho CRM, data sync typically happens instantaneously whenever an event matching your chosen trigger occurs. You don't have to manually initiate synchronization processes.

Connect Cvent and Zoho CRM 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.

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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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Find any Contact with the supplied ID (Contact stub)
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Find any Contact with the supplied ID (Contact stub)
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- 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 Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- Module
  Required
- Find any Contact with the supplied ID (Contact stub)
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Find any Contact with the supplied ID (Contact stub)
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write