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Choose a Trigger

Choose an Action

Launch your first automated workflow

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

Our most popular template

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

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

Details

Try it

Cvent + 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 Cvent with Salesforce - 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 "Trigger on New Attendee Activities" from Cvent.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Cvent and Salesforce, 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?
Trigger
Polling
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- Do you want this trigger to fire from Contact updates as well as new Contacts?
  Required
Trigger
Polling
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- 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
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- 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

For AI agents & developers

Use Cvent and Salesforce with AI agents and code

Beyond Zap workflows. Call Cvent and Salesforce 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 Cvent and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create a New Cvent Attendee
Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Cvent and Salesforce 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({ /* cvent / salesforce 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.

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

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G2 Badge - Leader Mid-Market - Winter 2024

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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

Connect Cvent and Salesforce 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Cvent to Salesforce 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 Cvent + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cvent and Salesforce

How can I integrate Cvent with Salesforce?

We offer a seamless integration process that involves setting up triggers in Cvent, such as a new event registration, which then matches up with actions you define in Salesforce, like adding or updating a lead.

What triggers are available when integrating Cvent with Salesforce?

Our system allows you to create triggers based on several actions within Cvent, including new registrations, cancellations, or modifications which can then be used to prompt updates within your Salesforce environment.

What types of actions can be automated in Salesforce through the integration?

With our integration, you can automate actions such as creating a new lead or contact, updating existing records, and logging event participation details directly into Salesforce based on the triggers set from Cvent activities.

Do I need technical expertise to set up the Cvent and Salesforce integration?

Setting up the integration does not require advanced technical skills. Our intuitive interface guides you through aligning triggers from Cvent with corresponding actions in Salesforce.

Can updates in real-time be achieved with the Cvent and Salesforce integration?

Yes, our integration supports real-time updates. As soon as a trigger event occurs in Cvent, corresponding actions are executed automatically in Salesforce without delay.

Are there any limitations on data fields that can be synchronized between Cvent and Salesforce?

While most standard fields are supported for synchronization, certain custom field integrations may require additional configuration steps due to platform-specific constraints.

How does error handling work during the data transfer between Cvent and Salesforce?

We have automated systems in place for error handling that notify you of any issues during data transfer. Errors are logged for review, allowing you to troubleshoot efficiently if needed.

About Cvent

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

Learn moreLearn moreHelpHelp

Related categories

Event Management

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

Connect Cvent and Salesforce to power AI-driven automation

Launch your first automated workflow

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

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

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 Cvent and Salesforce 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

Connect Cvent and Salesforce to integrate crucial parts of your business

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 Salesforce on the Zapier blog

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How to use Zapier's HubSpot Salesforce integration

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Make work flow with AI

Frequently Asked Questions about Cvent + Salesforce integrations

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