Enrich trade show leads and export them to your CRM.
Export visit reports from trade shows or events to your CRM, including deduplication, enrichment, and notifications.
A good fit if...
your company captures visit reports at trade shows or in the field and processes them further in a CRM system or marketing automation.
- Category
- Trade show & events
Nodes
1
TriggerExport of a visit report
A visit report is exported from the VisitReport app.
2
ActionData enrichment
The contacts captured in the visit report are enriched with additional information via Company Data Search.
3
ActionDuplicate check
The contact found is matched against your CRM to identify contacts that already exist.
4
ActionCreate CRM entity
A new contact is created, or an existing one is updated.
5
NotificationNotify the account manager
For existing customers, an opportunity is created in your CRM and the responsible account manager is notified.