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Event Management Data Integration with
salesforce.com

Event Management Data Integration with salesforce.com

Cvent's integration with leading CRM tool salesforce.com provides clients with an easier way to exchange data between key on-demand applications. Event invitee and registrant data can be set up to seamlessly transfer between Cvent and salesforce.com. Customization options allow you to align the integration to your business processes.

  • Easily set the integration options using a simple configuration interface
  • Transfer data seamlessly, without the need to export or import files
  • Map data fields between Cvent and salesforce.com to match information between applications
  • Define which fields uniquely identify salesforce.com contacts, leads, and accounts
  • Activate, deactivate, or modify integration settings for each unique event

Read about Cvent's additional integrations

Cvent to Salesforce

  • Transfer Cvent data into salesforce.com as leads or as contacts
  • Prevent duplicates by syncing Cvent contacts with existing salesforce.com leads and contacts
  • Automatically create tasks based on "integration points," such as when a person receives an invitation or registers to attend an event
  • Tasks can be set as opened or closed, and can be assigned based on salesforce.com lead assignment rules
  • Automatically add or update Cvent invitees as salesforce.com campaign members; member status is driven by invitee actions taken in Cvent

Integration Points

  • Invitation is sent
  • Invitation is opened
  • Invitation email bounces
  • Invitee registers
  • Invitee declines
  • Invitee attends the event

Salesforce to Cvent

  • Retrieve current salesforce.com lead or contact data for pre-population in Cvent survey forms
  • From Cvent, do an advanced search into salesforce.com (contacts, leads, or campaigns) and seamlessly pull results into a Cvent contact group
  • Choose to append or replace existing Cvent contact groups when updating from salesforce.com