Connect Salesforce and Whova to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Salesforce and Whova together. Build enterprise-grade automation in minutes.

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

Details

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Whova + Salesforce

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

How Zapier works

Zapier makes it easy to integrate Salesforce with Whova - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Create or Update Attendee" in Whova.

You’re connected!

Zapier seamlessly connects Salesforce and Whova, automating your workflow.

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
Polling
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- 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
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It

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
- 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

For AI agents & developers

Use Salesforce and Whova with AI agents and code

Beyond Zap workflows. Call Salesforce and Whova actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and Whova actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Create or Update Attendee

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and Whova actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / whova action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Practical ways you can use Salesforce and Whova

Update attendee database when Salesforce contact updates

Whenever a Salesforce contact is updated, Zapier automatically updates the corresponding attendee information in Whova. This ensures consistency across platforms, minimizes duplicate data, and saves IT teams time managing attendee information.

Try it

Sync new registrants with Salesforce contacts

When a registrant submits their registration information for an event in Whova, Zapier automatically creates or updates their contact information in Salesforce. This keeps all registrant data in sync with your CRM, reducing the chances of losing important attendee information.

Marketing & Marketing Ops

Try it

Track new Salesforce opportunities in Whova

When a new opportunity record is created in Salesforce, Zapier creates or updates an attendee in Whova for relevant project tracking. This allows project managers to ensure leads are synced for event follow-ups and communications.

Project Management

Try it

Learn how to automate Salesforce on the Zapier blog

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.

Learn about AI automation

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.

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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 moreLearn moreHelpHelp

Related categories

Event Management

Connect Salesforce and Whova to power AI-driven automation

Launch your first automated workflow

Create or update Whova attendees when new Salesforce records are added

Create Salesforce contacts from new Whova orders

Create or update Whova attendees when new Salesforce records are added

Create Salesforce contacts from new Whova orders

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Salesforce and Whova with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Salesforce and Whova

Update attendee database when Salesforce contact updates

Sync new registrants with Salesforce contacts

Track new Salesforce opportunities in Whova

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Make work flow with AI

Frequently Asked Questions about Salesforce + Whova integrations

Connect Salesforce to Whova on the world's largest no-code automation platform