In-person events are vibrant opportunities to build trust and engage prospects, but the real challenge lies in capturing those meaningful interactions and moving them quickly into your sales pipeline. As highlighted by our sales team, Captello’s direct integration with CRM systems transforms how teams capture, qualify, and follow up with leads, turning event conversations into closed deals faster.
Direct, Instant Data Flow to CRM
Unlike traditional event lead capture tools that can require manual data entry or delayed syncing, Captello’s Universal Lead Capture (ULC) connects directly to your CRM or marketing automation platform, depending on your setup. When used as a direct CRM integration, every lead captured via custom forms, NFC or QR scanning, IntelliScan badge reads, or even manual entries flows immediately into your CRM.
This means sales reps don’t just collect contacts—they capture qualified leads with rich data, including social profiles, photos, and notes. This level of detail enables reps to pick up the conversation exactly where they left off, with full context and no lag time.
Full Visibility and Team Collaboration
Managers and team leads benefit from full transparency into booth activity and lead status. Real-time dashboards show who is capturing leads, how they’re qualified, and the follow-up progress. This insight allows teams to dynamically adjust strategies during events to maximize impact.
Additionally, Captello’s platform supports unlimited users and integrates with over 6,000 systems, meaning it scales with your team no matter how large or complex your event program.
Data Accuracy and Compliance
Captello emphasizes data integrity. The platform verifies lead data for accuracy and supports compliance requirements like GDPR and CCPA, giving you confidence that your data is reliable and your outreach is respectful.
