Cvent's integration with leading CRM tool Salesforce provides clients with an easier way to exchange data between key on-demand applications. Survey respondent data can be set up to seamlessly transfer between Cvent and Salesforce. 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 to match information between applications
- Define which fields uniquely identify Salesforce contacts, leads, and accounts
- Activate, deactivate, or modify integration settings for each unique survey
- Transfer Cvent data into Salesforce as leads or as contacts
- Prevent duplicates by syncing Cvent contacts with existing Salesforce leads and contacts
- Automatically create tasks based on "integration points," such as when a person receives a survey invitation or after they complete a survey
- Tasks can be set as opened or closed, and can be assigned based
on Salesforce lead assignment rules - Automatically add or update Cvent invitees as Salesforce campaign members; member status is driven by invitee actions taken in Cvent
Integration Points
- Invitation is sent
- Invitation is opened
- Invitation email bounces
- Respondent opens survey
- Respondent partially completes survey
- Respondent completes survey
- Retrieve current Salesforce lead or contact data for pre-population in Cvent survey forms
- From Cvent, do an advanced search into Salesforce (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
