Event Leads Form

Challenges:

Information often gets lost in the way when collecting contact data during events such as conferences.

• Priority in events is building relationships, not logging data
• Company cards data needs to be logged in CRM
• CRMs don’t offer good UI on mobile or tablet
• Contact information often gets lost when it is logged after the event

Capabilities:

Event lead form to capture lead info during the event.

• Fully customizable frontend to remain on-brand
• Instantly creates contact and company records
• Event reporting dashboard to measure success

Outcomes:

The Partnerships and Country teams now have an easy to setup tool at their disposal for every event.

• 10 mins to create a new form. Teams duplicate a template on Airtable, apply the event branding and map it to the CRM with Make
• 25 forms created to date. Used for Circula partners and whenever the Partnerships or Country teams go to an event
• 100% data accuracy. Mandatory fields and automated mapping ensure accurate and complete lead and attribution data