Connect OnePage CRM and cvent to Build Intelligent Automations

Choose a Trigger

OnePage CRM

When this happens...

Choose an Action

cvent

Automatically do this!

Enable Integrations or automations with these events of OnePage CRM and cvent

Enable Integrations or automations with these events of OnePage CRM and cvent

Actions

Create Contact hold

Create Contact hold

Creates a new contact in OnePageCRM.

Create Call

Create Call

Create a call

Create Deal

Create Deal

Create a new deal

Create Note

Create Note

Create a new note

Create Action

Create Action

Create a new action

Update Deal

Update Deal

Update a specific deal

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Frequently Asked Questions

How do I start an integration between OnePage CRM and cvent?

To start, connect both your OnePage CRM and cvent accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in cvent (or vice versa).

Can we customize how data from OnePage CRM is recorded in cvent?

Absolutely. You can customize how OnePage CRM data is recorded in cvent. This includes choosing which data fields go into which fields of cvent, setting up custom formats, and filtering out unwanted information.

How often does the data sync between OnePage CRM and cvent?

The data sync between OnePage CRM and cvent typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from OnePage CRM to cvent?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between OnePage CRM and cvent?

Yes, you can set conditional logic to control the flow of data between OnePage CRM and cvent. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

OnePage CRM

About OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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cvent

About cvent

Cvent is a modern online management product for event, survey, and email marketing management.

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