Connect Cvent and Microsoft Dynamics 365 CRM to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Cvent with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Trigger on New Attendee Activities" from Cvent.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Cvent and Microsoft Dynamics 365 CRM, 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.
- Restrict this trigger to only fire for attendees added to the selected event.Required
- Is this Event a Webinar?
Try ItTriggerPolling- Do you want this trigger to fire from Contact updates as well as new Contacts?Required
Try ItTriggerPolling- Add the Attendee to this EventRequired
ActionWrite- 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
ActionWrite
- 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 ItTriggerPolling- Do you want this trigger to fire from Event updates as well as new Events?Required
Try ItTriggerPolling- Email 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
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
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Connect Cvent and Microsoft Dynamics 365 CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about Cvent + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cvent and Microsoft Dynamics 365 CRM
How can I integrate Cvent with Microsoft Dynamics 365 CRM?
We provide automated workflows that connect Cvent to Microsoft Dynamics 365 CRM through triggers and actions. You'll need to configure it using triggers from Cvent, such as new event registrations, and actions within Dynamics, like creating or updating a contact.
What are some common triggers available for this integration?
Common triggers include a new registration or attendee check-in within Cvent. These can be used to drive actions in Dynamics 365 CRM, such as creating new leads or updating existing contact records.
Are there specific actions I can automate in Microsoft Dynamics 365 CRM through this integration?
Yes, you can automate various actions like creating a new contact, updating an existing record, or adding notes whenever an event occurs in Cvent. The system allows you to map data fields from Cvent to Dynamics 365.
Do we support bidirectional data syncing between the two platforms?
Currently, we support one-way data syncing from Cvent to Microsoft Dynamics 365 CRM. This means while you can push registration details into your CRM, reverse syncing is not available.
Is it possible to customize the field mapping between Cvent and Microsoft Dynamics 365 CRM?
Yes, you have the flexibility to customize field mappings according to your organization's needs. You can map attendee information fields from Cvent directly onto the desired fields in Dynamics 365.
Can I trigger workflows based on attendee actions or status changes?
Absolutely. Changes in attendee status like cancellation or no-show can trigger workflows. For example, you might update a contact's lead score in Dynamics 365 based on these attendance behaviors.
What limitations should I be aware of when setting up this integration?
One key limitation is that while we offer extensive triggers and actions for automation tasks, the integration does not support real-time data updates. There might be delays depending on how often your configured tasks run.
