Supercharge Salesforce with Popl for Event Leads

Salesforce is a leading CRM platform, empowering sales and marketing teams to manage customer relationships and drive revenue. However, when it comes to capturing and activating leads from real-world events—trade shows, conferences, and field marketing—many Salesforce users encounter challenges. Outdated lead retrieval systems, slow manual uploads, and incomplete data can create bottlenecks that reduce event ROI.

Popl (popl.co) solves this. As an AI-powered lead capture platform, Popl integrates with Salesforce to standardize lead capture, enrich every contact automatically, and optimize your CRM for in-person marketing.

The Challenge: Inefficient Event Lead Capture for Salesforce Users

Even with Salesforce’s robust capabilities, in-person event lead capture often remains fragmented and inefficient. Common challenges include:

• Disjointed Tools: Different events use various badge scanners and retrieval apps, leading to inconsistent data formats and variable data quality.

• Lagging CRM Updates: It can take days or weeks before event leads are manually uploaded to Salesforce, by which time they may have gone cold.

• Lost Context: Important notes, lead qualifiers, and meeting details may not make it into Salesforce, limiting sales reps' ability to personalize follow-ups.

These inefficiencies can slow down your pipeline, frustrate your team, and make it difficult to measure event ROI accurately.

Popl + Salesforce: A Solution for In-Person Lead Generation

Popl is designed to address these barriers and enhance Salesforce’s potential for in-person channels. The platform unifies lead capture, enrichment, and CRM sync into a single workflow.

Universal Lead Capture

With Popl, your team uses one tool for every event. The universal scanner enables instant lead capture from multiple sources, reducing reliance on event-specific hardware.

• Scan Anything: Instantly scan event badges, paper business cards using AI-powered OCR, and any QR code.

• Works Without Wi-Fi: Capture leads even in venues with poor or no internet connectivity. Data syncs automatically once a connection is restored.

• Digital Business Cards: Share your team's contact information instantly with Popl's NFC-enabled digital business cards.

Instant AI-Powered Enrichment

Popl’s AI data engine enriches every lead in real-time, helping ensure Salesforce records are complete and accurate from the moment of capture.

• Automated Data Validation: Popl can find and validate data points such as job titles, work emails, phone numbers, LinkedIn profiles, and company information.

• Eliminate Manual Entry: Reduce time spent on manual data entry and cleanup, allowing your team to focus on building relationships.

Real-Time Salesforce Sync

The Popl Salesforce integration sends complete, qualified leads directly into your CRM in seconds.

• Instant Lead Creation: Leads flow directly into Salesforce as new Leads or Contacts with complete data fields, campaign attribution, and custom mapping.

• Automated Routing: Assign leads to the correct owner or queue based on your defined rules.

• On-the-Spot Qualification: Reps can add notes, apply tags, and fill out custom qualifier forms during the interaction, providing sales teams with actionable insights immediately.

Why Top Teams Choose Popl for Salesforce

By connecting Popl to Salesforce, your team can accelerate revenue generation and gain a competitive edge.

• Achieve Data Consistency: Every lead captured with Popl is standardized in Salesforce, enabling better segmentation, reporting, and analytics.

• Accelerate Deal Cycles: Event leads are added to Salesforce quickly, improving speed-to-lead and increasing conversion rates.

• Gain Full Pipeline Visibility: Track every interaction, see which events and team members drive the most revenue, and report on event ROI with confidence.

• Create End-to-End Alignment: Marketing, sales, and RevOps work from the same enriched, real-time dataset in Salesforce, improving handoffs and closing gaps in the funnel.

How It Works: From Event Floor to Closed-Won in Seconds

Imagine your team at a flagship industry conference. With the Popl Salesforce integration, the path to revenue is streamlined.

1. Scan: A team member meets a qualified prospect and scans their event badge or business card with the Popl app.

2. Enrich: Popl’s AI enriches the lead, filling in missing details such as work email, phone number, and LinkedIn profile. The team member adds qualifying notes.

3. Sync: In seconds, a fully profiled Lead is created in Salesforce, assigned to the right SDR, and added to the correct event campaign.

4. Act: Automated workflows in Salesforce can trigger a custom nurture sequence or task the SDR for immediate follow-up.

No more CSV uploads. No more missed follow-ups. Just a streamlined, Salesforce-driven path to revenue.

Frequently Asked Questions (FAQ)

How does the Popl Salesforce integration work?

The integration is designed to be seamless and secure. Once you connect your Salesforce account, you can map fields from Popl's lead capture forms directly to any standard or custom fields on your Lead or Contact objects in Salesforce. When a lead is captured, Popl enriches the data and pushes it to Salesforce in real-time based on your predefined mapping.

What makes Popl's lead capture "universal"?

Popl's lead capture is universal because it works at any event, regardless of the badge provider or format. The mobile app uses a combination of AI, OCR, and QR code scanning technology to read event badges, paper business cards, and digital QR codes with a single interface. This means your team doesn't need to learn a new app or rent different hardware for every trade show.

Can I customize the data fields mapped to Salesforce?

Yes. Popl Teams plans offer control over data mapping. You can create custom lead capture forms in Popl with fields like "Lead Priority," "Product Interest," or "Next Steps" and map them directly to corresponding custom fields in Salesforce. This ensures that all the context your team captures on the event floor is preserved in your CRM.

Transform Your Event Strategy with Popl

Popl brings automation and intelligence to in-person lead generation, similar to what Salesforce brought to CRM. By unifying capture, enrichment, and instant sync, Popl turns every handshake into a sales opportunity ready for immediate action. If you rely on Salesforce but struggle to connect real-world conversations to your pipeline, Popl can help bridge that gap.