Cvent Lead Ingestion Follow

Cvent Lead Ingestion turns event attendance into pipeline-ready leads automatically — every attendee flows into Convertr where they are instantly enriched, validated, and delivered to your sales team as fresh, complete leads ready for action. This reduces the time your team spends processing each event data from hours or days to minutes.

Overview

Cvent Lead Ingestion brings attendee data from completed Cvent events into Convertr as leads.

Convertr checks for completed events every hour. Once a completed event is detected, attendee records are ingested immediately and flow through Convertr's full processing pipeline:

• All standard attendee fields and custom fields are ingested as lead data.
• Leads are automatically enriched based on your campaign setup — filling in gaps that are common with event attendee data.
• Leads are validated against your configured rules using any of the ingested fields.
• Validated leads are delivered to your CRM and downstream systems.

The result is a fully automated, end-to-end pipeline from event completion to CRM delivery — no manual exports, no data gaps, no processing errors.

Setup Process

Connecting Your Cvent Account

Before you begin, locate your Cvent API credentials (Client ID and Client Secret). See the Cvent Developer Quickstart in Cvent developer documentation for instructions.

Please note: Your Cvent credentials must have event and attendee API permissions.

To connect your Cvent account:

1. In the main navigation, go to Connected Apps → Cvent.
2. On the Cvent Accounts page, click Connect Cvent Account.
   
3. In the Connect Cvent Account form, provide the following details:
   
   • Name — a label of your choice to help you identify these credentials.
   • Cvent Host Region — select the region that matches your Cvent account. You can identify your region from your Cvent dashboard URL: app.cvent.com indicates North America, app-eur.cvent.com indicates Europe.
   • Client ID — your Cvent API Client ID.
   • Client Secret — your Cvent API Client Secret.
4. Click Save.

Connecting a Convertr Campaign to a Cvent Event

To connect a Convertr campaign to a Cvent event:

1. In Connected Apps → Cvent, click Manage Connected Campaigns next to the Cvent account you connected earlier.
   
2. On the Cvent Connected Campaigns page, click Connect Campaign.
   
3. In the Connect Campaign to Cvent Event form, select:
   
   • Campaign — the Convertr campaign you want to connect.
   • Event — the Cvent event to ingest attendees from.
   • Form — the Convertr form to associate ingested leads with.
   • Publisher — the publisher to associate ingested leads with.
   • Link — the link to associate ingested leads with.
4. Click Save.

Once saved, the campaign will appear in the list of connected campaigns for the Cvent account.

Ingesting Cvent Attendee Data as Leads

Once a Convertr campaign is connected to a Cvent event, leads are ingested automatically as soon as the event reaches Completed status in Cvent. No manual action is required.

Each ingested attendee record creates a lead in Convertr with the channel set to Cvent and the following data.

Standard Fields

In addition to standard attendee fields, three Cvent-specific metadata fields are appended to every ingested lead:

This is how ingested standard and metadata Cvent fields appear in the Lead view:

Custom Contact Fields

If your Cvent account uses custom contact fields, these are automatically ingested and appended to the lead alongside standard fields. See Using Custom Contact Fields in Cvent documentation for details.

Custom contact field values are stored using the field name as defined in Cvent, converted to lowercase. For example, a Cvent custom contact field named "How did you learn about us?" is stored as how did you learn about us?:

Please note:

• This uses the field Name as defined in Cvent, not the field Code.
• Even if the name includes spaces and punctuation, it can be mapped in the delivery (integration) jobs the same way as any other lead field. For example, this is how a custom field is mapped in HTTP Integration job configuration:
  

Event Question Fields

Event question fields are custom questions added to your Cvent event registration form — such as dietary preferences, session choices, or any other information collected from attendees at registration. See Adding Event Questions in Cvent documentation for details.

Please note: Cvent Lead Ingestion does not currently support ingestion of event question fields (also referred to as registration questions). We are working to add support for this in a future update. If event question fields are important for your use case, please let us know — your feedback helps us prioritise this work.

Updating Credentials for a Connected Cvent Account

You can update the name or credentials of a connected Cvent account at any time.

Please note: For security reasons, the Client Secret field is not pre-filled when editing an existing connection. You must re-enter the Client Secret every time you save this form, even if you are only changing the connection name. If the Client Secret is left empty, the connection will not be updated successfully.

To update credentials for a connected Cvent account:

1. Go to Connected Apps → Cvent.
2. On the Cvent Accounts page, click Update Credentials next to the account you want to update.
   
3. In the Update Cvent Credentials form, update any of the following fields:
   • Name — a new label to help identify the connection.
   • Cvent Host Region — select the region that matches your Cvent account.
   • Client ID — the new Client ID.
   • Client Secret — re-enter the existing Client Secret or provide a new one.
4. Click Save.

Removing a Connected Cvent Account

To remove a connected Cvent account:

1. Go to Connected Apps → Cvent.
2. On the Cvent Accounts page, select the account(s) you want to remove.
3. Click Delete.
   
4. Confirm deletion in the confirmation dialog.

Once confirmed, the selected Cvent accounts and their credentials are permanently removed from the platform.

Please note:

• This also removes all connections between Convertr campaigns and Cvent events for these accounts. Attendee records from completed events will no longer be automatically ingested for the affected campaigns.
• This action can't be undone.

Removing Cvent Lead Ingestion from Campaigns

To remove Cvent Lead Ingestion from a campaign, disconnect the campaign from the relevant Cvent account.

1. Go to Connected Apps → Cvent.
2. On the Cvent Accounts page, click Manage Connected Campaigns next to the relevant Cvent account.
3. From the list of connected campaigns, select the campaign(s) you want to remove.
4. Click Delete.
   
5. Confirm deletion in the confirmation dialog.

Once confirmed, attendee records from completed Cvent events will no longer be automatically ingested for the selected campaigns.