Syncing leads from tradeshows or conferences to CRM

Purpose

1.1. Automate the capture, organization, and transfer of new leads collected at tradeshows or conferences directly into designated fields of the company's CRM, ensuring rapid follow-up and accurate data entry.
1.2. Enable real-time assignment of sales reps, tagging by event, and automatic campaign enrollment for high-conversion opportunities.
1.3. Reduce manual data entry errors, accelerate sales workflows, and improve ROI tracking by linking event participation to lead outcomes.

Trigger Conditions

2.1. Submission of leads via digital forms (tablet, mobile, or web) at event booths.
2.2. Receipt of attendee lists via email or file upload from event organizers.
2.3. Barcode/QR code scans with embedded lead data during the event.
2.4. Integration with event apps or badge scanning platforms producing exportable leads data.

Platform Variants

3.1. HubSpot
• Feature/Setting: "Create Contact" API — configure authentication and map JSON payload from event data source (e.g., POST /contacts/v1/contact).

3.2. Salesforce
• Feature/Setting: REST API "Create Lead" endpoint — set field mapping and process automation rules (POST /services/data/vXX.X/sobjects/Lead/).

3.3. Microsoft Dynamics 365
• Feature/Setting: "Leads (Create)" action — configure HTTP request with event data parameters to the /api/data/v9.1/leads path.

3.4. Zoho CRM
• Feature/Setting: "Leads API" — enable OAuth2.0, map form fields, POST to /crm/v2/Leads.

3.5. Pipedrive
• Feature/Setting: "Add a Person or Deal" API — parse event data, POST /v1/persons or /v1/deals.

3.6. Insightly
• Feature/Setting: "Create Contact" endpoint — set up basic auth and JSON body field mapping for /Contacts endpoint.

3.7. Copper CRM
• Feature/Setting: "Create Person" API — configure service account credentials and POST incoming lead to /people endpoint.

3.8. Freshsales
• Feature/Setting: API v2 "Leads" — set API key, POST data to /api/leads.

3.9. Agile CRM
• Feature/Setting: "Add Contact" REST endpoint — use API token to POST lead data to /api/contacts.

3.10. SugarCRM
• Feature/Setting: "Leads Module" API — configure OAuth, POST new record to /Leads.

3.11. Google Sheets
• Feature/Setting: "Append Row" via Sheets API — use service account and push lead data to designated columns for temporary storage or quick review.

3.12. Mailchimp
• Feature/Setting: "Add Subscriber" API — push leads directly to subscriber list via /lists/{list_id}/members endpoint.

3.13. Sendinblue
• Feature/Setting: "Contacts API" — POST event leads to /contacts for campaign tagging.

3.14. Eventbrite
• Feature/Setting: Webhook for new attendee — connect Webhook to receive "attendee.created" and trigger lead sync process.

3.15. Cvent
• Feature/Setting: Use Export API to pull attendee data, POST to CRM using event triggers.

3.16. Typeform
• Feature/Setting: Webhook or API response — collect form entries using webhook and relay to CRM via API.

3.17. Jotform
• Feature/Setting: "New Submission" trigger — webhook sends form data instantly for CRM sync.

3.18. Cognito Forms
• Feature/Setting: "Form Submission" webhook — parse payload, POST to chosen CRM endpoint.

3.19. Brevo (formerly Sendinblue)
• Feature/Setting: "Contact Creation" API — map event lead data and POST to /contacts endpoint.

3.20. Marketo
• Feature/Setting: "Create/Update Lead" API — use REST endpoint /v1/leads.json, supply authentication and event payload.

Benefits

4.1. Eliminates manual lead entry, ensuring instant CRM data availability and response.
4.2. Reduces errors from manual note-taking or delayed data uploads.
4.3. Enables faster, personalized follow-ups and improved lead nurturing strategies.
4.4. Enhances lead source visibility and ROI measurement of event participation.
4.5. Supports large-scale engagement across multiple events and locations with consistent process execution.