Create a single source of truth by seamlessly sharing data across every line of business. See your business and customer data in one place—for a single, 360-degree view of your organization.
With the Cvent Event Management Platform and the Cvent Integration Hub, you can easily capture this data and integrate it with Microsoft Dynamics CRM, a leading marketing automation system to help you attract visitors, convert leads, and close customers. It enables seamless integration with a host of Microsoft and non-Microsoft products that takes productivity to a whole new level.
With digital transformation at its core, Dynamics 365 breaks down the walls of software silos and enables businesses to adapt their applications to their business processes rather than the other way around. Shift from being reactive to proactive with continuous business and customer insights that guide you to faster results.
Utilize Your Data to Drive Your Business Objectives
- Add contacts to the right lead scoring and lead nurturing programs
- Save time and increase accuracy by eliminating manual entry
- Get the right insight to optimize your events
- Understand and measure the impact and ROI of your total events program
- Create more targeted campaigns to invitees, registrants, and attendees
Integration Use Cases
- For the events in Cvent, create parallel events/campaigns in Dynamics CRM
- Create Event invitation lists via contacts lists/campaigns in Dynamics CRM
- Use invitee data collected during registration to create/update contacts in Dynamics CRM
- Track your invitees and registrants via campaign members or custom objects in Dynamics CRM
- Leads scanned via Universal Lead Capture sync to Dynamics CRM as contact/lead records
- Are you trying to achieve some additional use cases? Contact Cvent
Actions Supported in Cvent
Entity | Query | Create | Update | Delete | Upsert |
---|---|---|---|---|---|
Contact | X | X | X | X | |
ContactGroup | X | X | |||
EmailRequest | X | ||||
Event | X | X | X | ||
EventQuestion | X | ||||
Guest | X | ||||
Invitee | X | X | |||
Registration | X | X | X | ||
Session | X | X | X | ||
Speaker | X | ||||
Transaction | X | X | |||
Invitee Internal Information | X | ||||
Exhibitor | X | ||||
Lead | X | ||||
Survey | X | ||||
SurveyQuestion | X | ||||
Respondent | X | X | |||
Response | X | ||||
Survey Answer | X | ||||
Appointment Event | X | ||||
Appointment | X | ||||
Attendee (Appointment) | X |
Other Commands
Entity | Operation |
---|---|
Event | Launch |
How Do I Get the Integration?
Contact your Cvent representative or connect with us here.