Badge scans and photographed business cards are OCR'd, enriched and in the CRM within minutes — tagged with the event and the booth conversation. A personalized follow-up lands in the prospect's inbox at a median of 47 minutes.
Typical results
100%
Booth leads contacted
3.5x
More meetings booked per event
310
Leads captured per show
Figures reflect typical results for this kind of automation.
The challenge
After each trade show, a stack of badge scans and business cards sat in someone's laptop bag for days. Leads were typed into the CRM by hand up to nine days later, 38% never got contacted at all, and prospects who had been genuinely interested at the booth had long moved on.
Before and after
Time to first follow-up
−99%Booth leads never contacted
−100%Meetings booked per event
3.5×The automation
We connected the badge-scanner app and a card-photo upload to a Make pipeline that OCRs every capture, enriches it with company and role data, and creates a CRM lead tagged with the event, the rep and the conversation notes — in real time, from the show floor. A personalized follow-up sequence fires within the hour, and high-fit prospects trigger an instant alert so a rep can add a personal touch the same day.
How it works
- 01
Scan or snap
Reps scan badges or photograph business cards right at the booth.
- 02
OCR and enrich
Contact details are extracted and enriched with company and role data in real time.
- 03
Straight into the CRM
The lead lands tagged with the event, the rep and the booth conversation notes.
- 04
Follow-up fires
A personalized email sequence goes out within the hour, while the chat is still fresh.
- 05
Hot leads flagged
High-fit prospects trigger an instant alert so a rep adds a personal touch the same day.
Starts from
- Badge scans
- Business-card photos
Delivers
- CRM lead with notes
- Personalized follow-up
- Hot-lead alert to rep
The impact
Follow-ups that once went out nine days after a show now land at a median of 47 minutes — often before the prospect leaves the hall. Every one of roughly 310 leads per event gets contacted, and meetings booked from each show grew from 6 to 21.
Questions about this automation
Which capture methods does the flow accept at the booth?
Two inputs feed the same pipeline: live pushes from the event's badge-scanner app and business-card photos uploaded from a rep's phone. OCR reads the name, company, role and contact details from each capture, and the rep can add a short note about the conversation so the follow-up email can reference it.
How is a lead enriched before it reaches the CRM?
After OCR, the flow looks up the company and the contact's role in licensed data sources, adding fields such as company size, industry and seniority. It then checks the CRM for an existing contact by email or domain, updates a match instead of duplicating it, and tags the record with the event and the rep who captured it.
What decides whether a lead triggers a hot-lead alert?
The sales team defines the fit rules, such as target industries, company size, a named account list or a flag the rep sets while scanning. Matching leads alert the rep instantly so a personal message follows the same day; everyone else gets the standard sequence. It is a multi-step build, usually rolled out in stages, starting with scan-to-CRM capture.