Even before registrants become attendees, you can export their information from Accelevents to other CRMs and track the status of their request directly in your CRM by creating a Zap!
Accelevents has an official app published in Zapier for integrating with other platforms. The steps below will show you how to connect your Accelevents account to Zapier and then build your integration between your event and the other apps available in Zapier.
A Zap is like your personal assistant following all your instructions to complete the task. It has two essential components: a trigger and an action. The trigger is an event or condition as to when the action will happen. The action is the command that will complete your goal.
Your zap would look like this:
Before You Begin
Before you begin make sure you've already done the following:
✅ Accept the invite to create a zap. Click this link, then click Accept Invite & Build a Zap. Accepting the invite will allow you to use the most up-to-date version of our Accelevents app
✅ A test registration request must available in the event
Accept the Invite to Create a Zap
Accepting the invite will allow you to use the most up-to-date version of our Accelevents app. Click Accept & Build a Zap.
Create the Zap
In the steps below, we're using Klaviyo as a CRM example. Click the arrows to see the next steps to set up the trigger and action.
Part 1 Trigger - Create or Update Registration Request in Accelevents
Part 1 Trigger - Create or Update Registration Request in Accelevents
1. Accept the Accelevents' Invite
To ensure that you're using the correct app version, accept the Accelevents invite to build a Zap.
2. Choose Accelevents as the Trigger
Create a new zap, click the trigger, then search and choose the latest version of Accelevents. You will only see this version if you accept the invite in the previous step.
3. Select Create or Update Registration Request
Select Create or Update Registration Request from the trigger event choices
4. Connect Your Accelevents Event to Zapier
Click Sign In, and a pop-up will appear where you can enter the API Key.
To get your Zapier API Key, open your event admin console in Accelevents
Go to Settings > Integrations
Enable the toggle for Zapier Integration
Click on Configure, then copy the generated API key.
Paste the API Key to the Zapier pop-up, then click Yes, Continue to Accelevents. Then click Continue in the Zapier settings.
5. Test the Trigger
Click Test Trigger so Zapier can check for a successful connection between the two platforms. Select which Accelevents record to test.
Important: Before testing, check the fields in the record you selected. It should include all the fields that you want to export (e.g., name, email, custom fields). If the fields are incomplete, add values in the Accelevents order and click "Find new records" in the zap to fetch the latest updated record.
Part 2 Action - Create or Update a Record in the CRM
Part 2 Action - Create or Update a Record in the CRM
1. Select the CRM
In the action, select your CRM. In this example, we are using Klaviyo.
2. Select the Action Event
Search and select the appropriate action to create or update a record. In Klaviyo, that action is Create or Update Profile
3. Connect Your CRM Account
If you've previously used your CRM for your Zaps, you can select the account from the dropdown or click + Connect a new account. Once selected, click Continue.
4. Map the Fields
In the configure menu, you'll see the fields available in your CRM. Click the + button on each field, then map the data from Accelevents. You'll be able to map the order form fields and the registration status as well.
Click Continue when you're done.
5. Test the Zap
Click Test Step, then check your CRM if a record is created or updated based on the registration request information from Accelevents.
6. Publish the Zap
If the test is successful, publish the zap. Any new registration requests will now be added to your CRM. If you mapped the Registration Status, that field will also update in the CRM if the status changes in Accelevents.
