Cvent + Salesforce

Cvent + Salesforce integrations

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

Streamline your lead management process with this Cvent to Salesforce workflow. Whenever a new or updated event occurs in Cvent, this workflow swiftly adds a lead to your designated Salesforce campaign. Not only does this save time by reducing manual data entry, but it also ensures that each Salesforce campaign is consistently updated with the most current information from your Cvent events. Enhance your lead tracking efficiency and always stay on top of your campaign progress with this simple and effective workflow.

When this happens...
Trigger on New And/Or Updated EventsTriggers when a new or updated Event is found.
TriggerPolling
automatically do this!
Add Lead to CampaignAdds an existing lead to an existing campaign.
ActionWrite

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More things you can do with Cvent and Salesforce

Discover other triggers and actions you can use with Cvent and Salesforce

- Restrict this trigger to only fire for attendees added to the selected event.
  Required
- Is this Event a Webinar?
Trigger
Polling
Try It
- Do you want this trigger to fire from Contact updates as well as new Contacts?
  Required
Trigger
Polling
Try It
- Add the Attendee to this Event
  Required
Action
Write
- Find any Contact with the supplied ID (Contact stub)
  Required
- Email Address
- First Name
- Last Name
- 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
- Select the Event this Attendee is associated with
  Required
Action
Search

- Select how would you like to find the Event
  Required
Action
Search
- Select how would you like to find the Contact
  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
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Do you want this trigger to fire from Attendee updates as well as new Attendees?
  Required
- Select the Event this Attendee is associated with
  Required
Trigger
Polling
Try It
- Do you want this trigger to fire from Event updates as well as new Events?
  Required
Trigger
Polling
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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Select how would you like to find the Contact
  Required
- Include deleted contacts?
Action
Search
- Select how would you like to find the Attendee
  Required
- Select the Event this Attendee is associated with
  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
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Cvent

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

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Related categories

Event Management

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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