The Zapier integration with Cvent Webinar saves you time by sending data to the apps your organization uses and automating tasks in those systems. These automated tasks are called Zaps. For example, you could connect your Cvent account to your marketing automation system to update a running list of webinar registrants for your planning team to reference.
NOTE: The Zapier Integration is available for Webinar Pro accounts only. Follow these steps to upgrade your plan.
1 Sign up for a Zapier account. Begin by accessing Zapier and clicking Connect Cvent Webinar to 5,000+ apps to sign up for an account. If you already have a Zapier account, go to the next step.
NOTE: The email you use for your Zapier account does not need to be the same email you used to create your Cvent account.
2 Set the trigger requirements for your Zap. After logging in to Zapier, follow along with Zapier's instructions on how to create Zaps.
When choosing your trigger app, search for and select Cvent Webinar.
Then choose if you want your Zap to start when an attendee takes an action, an attendee record is created or updated, or a webinar is created or updated.
While connecting your Cvent Webinar account, you'll be prompted to select a Cvent region. Check the URL you use to access your Cvent account to determine your region. Your account is in the "North America" region if you login to https://app.cvent.com and the "Europe" region if you login to https://app-eur.cvent.com.
You'll then be prompted to sign in with your Cvent credentials to confirm the connection.
NOTE: Don't know your Cvent account number? Reference this article for how to find it.
The available trigger options will be different based on the initial trigger event you selected:
Trigger on New Attendee Activities - Select if you want the trigger to fire when an attendee registers for a webinar, checks in to a webinar (this occurs when they click the "Join session" button on your webinar site), or submits the feedback survey. Then select which webinar you want this to apply to. If you want your Zap to apply to a certain attendee, select them from the Find Attendee Activities by Attendee ID dropdown.
Trigger on New and/or Updated Attendees - Select if you want the trigger to fire for New Attendees Only, Updated Attendees Only, or Both New and Updated Attendees. Then select which webinar you want this to apply to.
Trigger on New and/or Updated Webinars - Select if you want the trigger to fire from New Webinars Only or Both New and Updated Webinars.
When you're done, test your trigger.
3 Set the action for your Zap. Now you're ready to set up your action, which is the task your Zap performs after a trigger.
You'll then be prompted to sign in to your chosen app to confirm the connection.
To complete your action, map the fields to specify where the data from your Cvent Webinar account will go in your connected app.
NOTE: Zaps with three or more steps are available in paid Zapier accounts only.
When you're finished, don't forget to test your Zap.
4 Publish your Zap. Once you've tested your Zap, publish it and turn it on.
Data syncs from Cvent Webinar to Zapier every 15 minutes. However, you can manually run your Zap whenever you want, if necessary.
Repeat steps 2-4 to add more Zaps as needed.