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Set up your first integration
Quickly connect Salesforce to Whova with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Whova - 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 "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.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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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.
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 OpsTrack 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 ManagementLearn how to automate Salesforce on the Zapier blog
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.
