Integrate Salesforce with Whova 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 Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Case Attachment."

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

Setup an action from Whova

An action is what takes place after the automation is triggered. For example, with Whova, the action could be "Create or Update Attendee."

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

That’s it! You just connected Salesforce to Whova

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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

Set up your first integration

Quickly connect Salesforce to Whova with a Zapier template.

Our most popular template

Create or update Whova attendees when new Salesforce records are added
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Salesforce + Whova
Create Salesforce contacts from new Whova orders
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Whova + Salesforce

Create or update Whova attendees when new Salesforce records are added

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Salesforce + Whova

Create Salesforce contacts from new Whova orders

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Whova + Salesforce

Make work flow with AI

Level up your Salesforce to Whova 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 Salesforce + Whova integrations

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

What is required to set up a Salesforce and Whova integration?

To integrate Salesforce with Whova, you need an account on both platforms and necessary permissions to create integrations. We use triggers from events in Whova and actions in Salesforce to automate workflows. Make sure both accounts are active and have API access enabled.

Can I automatically add Whova event registrants to Salesforce as contacts?

Yes, you can set up a trigger for new event registrants in Whova which then prompts an action to create new contacts in Salesforce. This automation ensures that your contact list in Salesforce is always updated with your latest event participants.

Is it possible to update Salesforce records based on attendee participation tracked through Whova?

Certainly! You can define triggers based on attendee activity or status updates within Whova, which can lead to automated actions such as updating corresponding records or fields within your Salesforce database.

How do I handle errors when syncing data between Whova and Salesforce?

We recommend setting up error handling by configuring alerts or notifications for failed sync attempts. This allows you to manually review any issues. Detailed logs for triggered events can also help identify the source of errors during integration.

Can I customize what information is transferred from Whova to my Salesforce account?

Yes, the data mapping feature allows you to select specific fields from Whova that should map onto corresponding fields in your Salesforce records. This customization enables precise control over what information is synchronized during integration.

What types of events in Whova can trigger actions in Salesforce?

Triggers can be created based on various events such as new registrations, updates to participant details, session check-ins, or survey completions within Whova. These triggers then automate specific actions like creating or updating records in your Salesforce account.

Do I need technical skills to set up the integration between these platforms?

While some technical knowledge may be helpful, our platform offers user-friendly tools that guide you through setting up triggers and actions without needing extensive technical skills. Detailed documentation is also available for more advanced configurations.

Connect Salesforce and Whova to integrate crucial parts of your business

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Connect Salesforce and Whova to unlock the power of automation

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Choose a Trigger

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.

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.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL 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
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It

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
  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
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact 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
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Title
- Affiliation / Company
- Location
- Ticket Types
- Audience Type (in_person/remote)
- Categories
Action
Write

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About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

About Whova

Whova is an all-in-one event management solution that makes events modern and trendy, attracts and engages attendees effectively, and helps event organizers save time when managing event logistics.

Learn more

Related categories

Event Management

Integrate Salesforce with Whova to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.