Open Forum

  • 1.  Send Record Update from Salesforce to CVENT

    Posted 09-29-2021 17:34
    New to CVENT here so bare with my ignorance. We have integrated CVENT to Salesforce, but after the campaign and event are connected and participants register and are pushed from CVENT to Salesforce is there a way to push updates on a registrant from Salesforce BACK to CVENT? 

    For example, if a Bob Smith registers for an event and, sadly, dies before the event - we have a team that updates Bob's contact record in Salesforce and based on that Deceased value, we'd like to "push" an update that removes Bob from the event (or marks him as not attending). 

    Is this possible?
    #EventApp-Building/managing
    #Classic-Creating/ManagingEvents
    #Flex-Creating/ManagingEvents

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    Carole Reynolds
    Fisher Investments
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  • 2.  RE: Send Record Update from Salesforce to CVENT

    Posted 09-30-2021 05:37
    What you are looking for is a two way integration, you are currently set up with a one way from from Cvent to SF.  You will need to work with your account team and discuss cost and set up, it is possible.

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    Amy Lum
    Senior Systems & Tools Specialist
    Boston Scientific Corporation
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  • 3.  RE: Send Record Update from Salesforce to CVENT

    Posted 10-01-2021 10:59
    @Amy Lum thanks for your response! Our Sales Engineer at CVENT said that we cannot remove/decline a participant in Salesforce. The Invite/Register buttons are the only way to sync individuals from Salesforce to Cvent and there is not currently an option to Decline directly from Salesforce. This makes it seem like it is a one way sync - I simply can't believe we are the only ones that would need to remove a participant from the Salesforce side and push that change to CVENT.


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    Carole Reynolds
    Fisher Investments
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