Event lead capture
Event lead capture is the work of recording each person a team meets at an event as a lead, with who they are, what they said, and the agreed next step, so the lead reaches the CRM ready for follow-up.
Most teams capture the first part well. A badge scan records who stopped by. What the buyer said usually stays in your rep’s head: event and marketing leaders estimate that 65–95% of what buyers tell their reps at the booth never reaches the CRM.
What should a captured lead hold?
- Who: name, title, company, and contact details.
- What they said: the problem, the product interest, and the timing, in their words.
- How hot: your rep’s read of the conversation, as lead heat.
- Your criteria: answers to the qualification questions your team set for the show.
- What’s next: the step your rep promised, and who owns it.
How do your reps capture it?
Your reps scan a badge or a business card, record or type what the buyer said, and add a voice note once the buyer walks off. The faster each step runs, the more of the conversation your team keeps, because your reps skip any step that makes a buyer wait.
Where do you find it in FieldXM?
Your reps capture each lead in the FieldXM mobile app: they scan the badge, and the app writes the notes from the conversation and fills in your qualification questions. FieldXM writes the lead to HubSpot or Salesforce with the conversation attached.
Related terms
- Universal lead captureUniversal lead capture is lead capture that works the same way at every event a company attends, from any badge, business card, or conversation, using the company's own app at every show.
- Lead capture appA lead capture app is mobile software that event staff use to record leads at a booth or meeting, by scanning badges or business cards, typing details, or taking notes, and to send those leads to the company's CRM.
- Conversation captureConversation capture is the practice of preserving what a prospect said in an in-person sales conversation as structured lead context, such as pain points, product interest, and next steps.
- Badge scanA badge scan reads an attendee's contact details from the printed badge or its barcode at an event and gives the rep a record of who stopped by in a few seconds.
- Qualification questionsQualification questions are the short, event-specific questions a team wants every booth lead to answer, such as timeline, budget, or current tool, so the team can compare and prioritize leads after the show.
See it in FieldXM
- Universal lead captureYour reps keep talking while the FieldXM mobile app writes the notes and fills in your own qualification questions. They scan any badge at any show.
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