CRM handoff · Autessa Booth Capture
Event leads in the CRM
Autessa Booth Capture is part of Autessa CRM: booth leads arrive in the CRM’s Event Leads screen, where your team accepts them as contacts or dismisses them, and Booth Capture shows each lead as In CRM, Dismissed or Not in CRM.
The problem
Lead lists die between the booth and the CRM
The classic trade show handoff is an export, a cleanup, an import and a week of delay. Booth Capture and the CRM share the same data, so leads are waiting in the CRM before the booth is packed.
What you get
- Leads appear on the event’s roster in Autessa CRM, filtered To process, In the CRM, Dismissed or Everyone, and by who captured them.
- CRM actions per lead: Create contact, Link to this (an existing contact), Dismiss, Put back on the list.
- Booth Capture shows In CRM, Dismissed or Not in CRM on each lead.
- The wrap-up counts leads promoted to a contact.
- All leads filters by CRM state.
- Open in CRM jumps from the event to its CRM campaign.
- Accepting a lead carries its booth history onto the contact.
How it works
How does event leads in the crm work in Booth Capture?
- STEP 1
Capture at the booth
Leads are saved to the event.
- STEP 2
Review in the CRM
The event’s roster in Autessa CRM lists them, with the badge photo, booth follow-up and who captured each.
- STEP 3
Create, link or dismiss
Create contact, link to an existing contact, or dismiss. Notes, voice notes and qualification are carried onto the contact.
- STEP 4
See it in the booth app
The lead shows In CRM.
Every option
CRM states
| Option | What it does |
|---|---|
| Not in CRM | Waiting on review. |
| In CRM | Accepted as a contact. |
| Dismissed | Reviewed and not kept. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Booth rep | Capture and see each lead’s CRM state. |
| CRM user | Create contacts from event leads, link them to existing contacts, or dismiss them, on the event’s roster in Autessa CRM. |
Connected
How it connects to the rest of Booth Capture
FAQ
Questions about event leads in the crm
How do event leads get into the CRM?
They appear in Autessa CRM’s Event Leads screen, where your team accepts them as contacts. No export or import is needed.
Does Booth Capture sync with Salesforce or HubSpot?
Booth Capture is built into Autessa CRM. For another system, managers can export leads to CSV.
Try event leads in the crm at your next show
Leads arrive in Autessa CRM’s Event Leads screen to accept as contacts, and Booth Capture shows which are In CRM, Dismissed or not there yet.
100% customizable, code and all
Make Autessa Booth Capture fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours