1.Detect new attendee record
Integrate Salesforce and CRM data tools to trigger on new attendee records and start registration processing.
Create event attendee in registration system from your CRM record
Automatically detect new attendee records across Salesforce and Cvent. Create and update contacts and registrations when attendee records are created or updated or arriveβso you can confirm rosters without manual roster cleanup.
How this automation keeps your event rosters accurate
When new attendee records land in your CRM but registration stays manual, rosters fall out of date. This automation monitors new attendee records in Salesforce and looks up or creates contacts, then registers attendees in Cventβso your team can maintain accurate registrations.
Salesforceor swap with your favorite app
2.Find or create CRM contact
Integrate Salesforce and contact matching tools to find the contact by email and create missing contact records.
3.Find or create platform contact
Integrate Cvent and contact mapping tools to find or create the contact in the event platform.
Cventor swap with your favorite app
4.Register attendee for event
Integrate Cvent and event roster tools to register the attendee for the specified event with correct registration options.
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Explore all event registration management automations
Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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