CRM handoff · Autessa Booth Capture
One event, one history
In Autessa Booth Capture, the event is the same record as the event on the CRM campaign: dates, venue, booth number, goals and team are kept on the CRM event, and renames carry through. Every capture, edit, note, voice note, rating, photo and follow-up is carried onto the CRM contact as activity.
The problem
The CRM never hears what happened at the booth
Even when leads reach the CRM, the conversation does not: the voice note, the rating and the promised demo stay in the booth app. Booth Capture records every change as activity the CRM applies to the contact, so the account owner sees the whole story.
What you get
- One event record shared by the booth and the CRM campaign.
- Rename the event in either place and it stays linked.
- Activity kinds: captured, edited, note, voice note, temperature, photo, follow-up.
- Edits update the contact only for fields nobody changed in the CRM; otherwise they arrive as a note.
- Activity is replayed when a lead is accepted, so nothing from before is lost.
- Add an event from the CRM to Booth Capture with one button.
How it works
How does one event, one history work in Booth Capture?
- STEP 1
Plan the event in the CRM or the booth
Either creates the shared event.
- STEP 2
Capture and add notes
Each change is recorded as booth activity.
- STEP 3
The CRM applies it
Notes and activity land on the contact.
Every option
What is shared
| Option | What it does |
|---|---|
| Event details | Name, dates, venue, city, booth number, goals and notes, team. |
| Activity | Captured, edited, note, voice note, temperature, photo, follow-up. |
| Conflict rule | CRM edits win; booth changes become a note. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Everyone | Activity is recorded automatically for every capture and change. |
Connected
How it connects to the rest of Booth Capture
FAQ
Questions about one event, one history
Does booth activity show up in the CRM?
Yes. Captures, notes, voice notes, ratings, photos and follow-ups are carried onto the CRM contact as activity.
What if someone already changed the contact in the CRM?
The CRM’s value wins and the booth change arrives as a note instead.
Try one event, one history at your next show
The booth event is the CRM campaign event, renames included, and every capture, note, rating, photo and follow-up is carried onto the CRM contact.
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