Do everything in one place
Customize your Cvent and Salesforce CPQ integration with the following
triggers and actions.
Triggers
When this happens…
Cvent
- New/updated recordNew or updated record in Cvent
- New recordNew record in Cvent
Any other trigger you can think up
Salesforce CPQ
- Object createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
Any other trigger you can think up
Actions
Do this…
Cvent
- Custom actionCustom action in Cvent (Custom)
- Search records with complex filterSearch records in Cvent
- Custom actionCustom action in Cvent
- Get record detailsGet record in Cvent
- Search recordsSearch records in Cvent
Any other action you can think up
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
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