How to Connect Cvent RFPs to Thynk CRM

Integrate Cvent Supplier Network with Thynk hospitality CRM to automatically capture RFPs as leads, streamline response workflows, and track conversion from inquiry to booking with full bidirectional data sync.

Step 1: Access Cvent Integration Settings

Begin by navigating to the integrations section in Thynk:

• Log into your Thynk account with admin credentials
• Navigate to Settings → Integrations from the main dashboard
• In the integrations marketplace, locate Cvent Supplier Network
• Click Connect to launch the integration configuration wizard

This opens the Cvent authentication and setup flow.

Step 2: Authenticate Cvent Account

Connect your Cvent Supplier Network account to Thynk using one of two authentication methods:

• OAuth Authentication (Recommended): Click "Sign in with Cvent" to securely connect your account without sharing credentials
• Direct Login: Enter your Cvent Supplier Network username and password directly

After authentication, grant Thynk permission to:

• Read RFPs and event details from your Cvent account
• Write proposal responses and status updates back to Cvent
• Access property availability and venue information

Click Authorize to complete authentication and return to Thynk.

Step 3: Configure RFP Import Settings

Customize which RFP data imports into Thynk and how leads are created:

• Data Fields: Select which Cvent RFP fields to import (event name, dates, attendee count, space requirements, budget, catering needs, AV requirements)
• Automatic Lead Creation: Enable automatic lead generation for every new RFP received from Cvent
• Lead Source Tracking: Automatically tag leads with "Cvent RFP" source for reporting
• Property Mapping: If you have multiple properties, map Cvent venue IDs to Thynk property records
• Import History: Choose whether to import historical RFPs or only new inquiries going forward

These settings ensure all relevant RFP details are captured in Thynk for efficient response management.

Step 4: Set Up Response Workflow

Configure automated workflows to streamline your Cvent RFP response process:

• Lead Assignment Rules: Automatically assign incoming RFPs to specific sales team members based on event type, size, or property
• Notification Settings: Configure email/SMS alerts when new RFPs arrive or response deadlines approach
• Response Deadlines: Set up automatic deadline tracking based on Cvent RFP submission dates
• Stage Mapping: Map Cvent RFP stages (Submitted, In Review, Responded, Won, Lost) to Thynk opportunity stages
• Follow-up Tasks: Automatically create follow-up tasks for sales reps after RFP response submission

These workflows ensure timely responses and prevent RFPs from falling through the cracks.

Step 5: Enable Bidirectional Sync

Activate bidirectional sync to automatically push Thynk proposals back to Cvent:

• Proposal Sync: Enable automatic submission of Thynk proposals to Cvent RFP portal
• Field Mapping: Map Thynk proposal fields to Cvent response fields (pricing, meeting space allocations, food & beverage options, terms & conditions)
• Status Updates: Configure triggers to automatically update Cvent RFP status when Thynk opportunity stages change
• Document Attachments: Enable automatic attachment of proposal documents (BEOs, contracts, floor plans) to Cvent RFP responses
• Sync Frequency: Choose real-time sync or scheduled batch updates

Bidirectional sync ensures planners always see your latest proposal in Cvent without manual data entry.

Step 6: Test and Activate Integration

Validate the integration before going live with your full RFP workflow:

• Click Run Test Import in the integration dashboard
• Select a few recent RFPs from Cvent to import as test leads
• Verify that all RFP details (event dates, attendee counts, requirements) imported correctly into Thynk
• Create a test proposal in Thynk and confirm it syncs back to Cvent properly
• Check that lead assignment rules and notification settings work as configured

Once testing confirms accurate data flow, click Activate Integration to enable live RFP capture. Monitor the integration dashboard for sync status and any errors.