Integration with Salesforce

kokomomammothDéveloppement de logiciels

17 févr. 2014 (il y a 3 années et 4 mois)

94 vue(s)

Integration with Salesforce
Cvent’s integration with leading CRM tool Salesforce provides clients with an easier way
to exchange data between key on-demand applications. Data for invitees to your events, surveys
and eMarketing campaigns in Cvent can be set up to seamlessly transfer between Cvent into
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 event, survey, or eMarketing campaign
 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 or opportunities
based on “integration points,” such as when
a person receives an invitation, after they
respond to a survey or when they register
to attend an event
 Map submitted survey custom fields, tasks,
or opportunities
 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
 Retrieve current Salesforce lead or contact data for pre-population in Cvent
event or 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
Cvent to Salesforce
Event Management
Integration Points


Invitation is sent


Invitation is opened


Invitation email bounces


Invitee registers


Invitee declines


Invitee cancels


Invitee attends the event


Invitee does not attend
Web Surveys
Integration Points


Invitation is sent


Invitation is opened


Invitation email bounces


Respondent opens survey


Respondent partially
completes survey


Respondent
completes survey
eMarketing Campaign
Integration Points


Contact is added to an
associated list


Contact is pending for an
associated list


Contact is approved for
an associated list


Contact is removed for
an associated list


Email is sent to the contact


Contact opens the email


Contact forwards the email


Email bounces
Salesforce to Cvent
www.cvent.com
sales@cvent.com
US: 866.318.4358 | UK: 0808.234.4540 | Australia: 1800.502.529
*To leverage the Cvent-Salesforce
integration you must license either
Salesforce Enterprise version or
Salesforce Web Services.