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
- 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
- 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
