Cvent + Salesforce
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.
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 Events
Triggers when a new or updated Event is found.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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Restrict this trigger to only fire for attendees added to the selected event.Required
Is this Event a Webinar?
Try ItDo you want this trigger to fire from Contact updates as well as new Contacts?Required
Try ItAdd the Attendee to this EventRequired
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
Do you want this trigger to fire from Attendee updates as well as new Attendees?Required
Select the Event this Attendee is associated withRequired
Try ItDo you want this trigger to fire from Event updates as well as new Events?Required
Try ItEmail AddressRequired
First NameRequired
Last NameRequired
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
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
