Integration
Salesforce integration
Creventa works with Salesforce so event, guest and enquiry data can support your CRM and sales and marketing teams.
Talk to us about this integration
Creventa connects with Salesforce so event bookings, guest numbers and payment status appear against the account and opportunity your commercial team already works from.
What connects
Contact, enquiry and event data can support your Salesforce records so teams keep a single view of guests and accounts.
How the integration works
Creventa captures guest and booking data around events. That information can support Salesforce so sales and marketing teams act on it.
Related workflows
Enquiry capture, guest data collection and account management.
Frequently asked questions
Why venues connect Salesforce to Creventa
Event teams and commercial teams usually keep separate records of the same client. Sales sees an account and an opportunity; operations sees a booking, a guest list and a kitchen report. Without a connection, the only way one side learns what the other knows is to ask. Connecting Salesforce to Creventa puts the event detail where the account record already lives.
What it gives the commercial team
Visibility of what is actually happening on an account: the events booked, the guest numbers confirmed, what has been paid and what is outstanding. For group operators that makes account-level reporting possible without exporting from each venue and stitching the result together in a spreadsheet.
What it gives the events team
No second system to update. The events team keeps working in Creventa, where the guest detail, menus, allergens and seating live, and the commercial picture updates from that work rather than from a weekly status email.
Where it fits with Creventa Flow
Venues using Creventa Flow already have an enquiry pipeline, proposals, quotes, payment schedules and pace reporting inside Creventa. Salesforce remains the system of record for the wider commercial relationship, while Flow handles the event sales process itself. Creventa Flow is an add-on module at 99 pounds plus VAT per venue per month, on launch pricing until 31 December 2026.
What does the Salesforce integration do?
It helps event, guest and enquiry data support your Salesforce CRM and sales and marketing teams.
Can Creventa work with HubSpot instead?
Yes. Creventa supports both Salesforce and HubSpot.
Does this replace Salesforce?
No. Salesforce stays as your CRM and system of record for the commercial relationship. The integration brings event level detail into it.
Does the events team have to work in Salesforce?
No. The events team continues to work in Creventa. The connection removes the need to update a second system by hand.
Can we report across multiple venues?
Yes. Account level reporting is one of the main reasons group operators connect the two, as it avoids exporting from each venue separately.