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How to Qualify Event Leads Before They Walk Away

  • 1.  How to Qualify Event Leads Before They Walk Away

    Posted 18 days ago
    Edited by Perry Piep 18 days ago
    Hi Cvent Community, we are ready for our next Tip of the Week, and we are excited to talk about qualifying leads with Cvent | iCapture!

    What is Cvent | iCapture?
    It's our lead capture tool for trade shows and conferences. Scan a badge or business card, qualify the lead while you're talking, and send them straight into Salesforce, Marketo, or wherever they need to go - instantly.

    One tip to make it work harder:
    Take our own Cvent CONNECT conference as an example. We customize our iCapture form so reps collect the exact details we need to decide the right next step - things like product interest, purchase timeframe, or role.

    Those answers trigger instant action:
    • High intent -> Create a Salesforce task for sales follow-up.
    • Still browsing -> Add them to a Marketo nurture program right away.

    You can even include hidden fields (like Event Name or Campaign Source) so every lead is tagged automatically for tracking and attribution.

    Set it up once - and all your leads go to the right place while your team is still having the conversation.


    Want to go deeper?
    We've got step-by-step guides, pro tips, and real-world success stories waiting for you in the Cvent | iCapture Learning Center.


    Questions for you:

    If you're already using iCapture:
    • Which qualifying questions have saved your team the most time?
    • Any creative workflows or routing rules worth sharing?
    If you haven't tried it yet:
    • What's your biggest challenge capturing intent at events right now?
    • What would make it easier to qualify leads while the conversation is happening?

    Drop your thoughts below!

    #iCapture

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    Perry Piep
    Team Lead, Product Marketing
    SalesforceGenericAccountUnited States
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