Trade fair lead form: chatbot template for digital lead capture at trade fairs

Paper forms at a trade fair booth cost time, and leads easily get lost when typed up afterwards. This template captures visitor data directly at the booth on tablet or smartphone, asks qualification questions about interest areas, and passes everything to your CRM in real time, for example HubSpot, Salesforce or your own system.

Fields, mandatory entries and qualification logic are configurable.

Highlights

• Quick and easy lead capture: Contact data is captured in a short time directly at the booth, tablet- and smartphone-friendly.
• Automatic storage in your CRM system: Captured leads are passed to your CRM in real time, for example HubSpot, Salesforce or your own system.
• Direct qualification through individual questions: Qualification questions and interest areas filter out promising leads directly at the booth.

Use cases (examples)

• Capturing leads at the trade fair booth without paper forms
• Qualifying booth visitors by interest area
• Handing leads directly to the sales team for follow-up
• Capturing contact data at events, roadshows or conferences
• Analysing booth visits by topic and origin

What is included in the template?

• Tablet- and smartphone-friendly entry form for visitor data
• Qualification questions covering interest areas
• Real-time handover to CRM systems such as HubSpot, Salesforce or your own system
• Configurable fields, mandatory entries and qualification logic
• Access via QR code or link for trade fair visitors

Get started in under 5 minutes

1. Install the template
2. Connect your CRM: Connect your CRM system via the API client.
3. Define qualification questions: Adjust fields, mandatory entries and interest areas to your trade fair goals.
4. Share access: Provide the QR code or link at the booth and track leads in your CRM in real time.