Use case:

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
Improve the efficiency of your events