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‹ All Workflows

Self-service lead capture via web form.

Visitors at your trade show booth scan a QR code and fill in a contact form. The data they enter is enriched automatically, deduplicated, and stored in your CRM and in VisitReport.

A good fit if...
you want visitors to enter their own contact information at the trade show booth and to turn it into enriched, duplicate-free records in your CRM and VisitReport automatically.

Category
Trade show & events
Nodes
Salesforce
Dynamics
HubSpot
Pipedrive
SAP
SAP Sales Cloud V2
1
TriggerQR code scan

A visitor at your trade show booth scans a QR code, lands on a page you provide with a contact form, and starts the workflow by submitting their data.

2
ActionData enrichment

The contact information entered is enriched via Company Data Search and the email validator.

3
ActionDuplicate check

A duplicate check verifies whether the contact and account already exist in your CRM.

4
ActionCreate CRM entity

If the record is already known, it is updated; otherwise a new lead is created.

5
ActionCampaign assignment

The contact is added to a campaign, either in your CRM or in your marketing automation, depending on the use case.

6
FinishReport creation

Finally, a report is created in the linked VisitReport event, where it feeds into the event statistics, for example.