Marketing
Event Lead Routing
Turn event scans into prioritized, routed leads with instant seller notifications. Keep Salesforce and HubSpot aligned and measure conversion impact.
Signals
HubSpot, Salesforce
Outputs
Segmented list, Tasks, Slack alert
Cadence
Real-time
01. Capture
Ingest event scans
Import scans from your event platform into HubSpot/Salesforce with basic enrichment and dedupe.
02. Prioritize
Score and segment
Apply persona and ICP rules, segment by territory or partner, and queue the right actions.
03. Route
Assign and notify
Create tasks and opportunities, and notify owners in Slack with context and suggested outreach.
04. Measure
Track outcomes
Monitor meeting creation, pipeline impact, and conversion by segment in your dashboards.
Integrated systems
Works with your existing marketing and sales stack.
Value delivered
Zero lag from booth to booking.
- Speed to follow-up: owners get alerted instantly with context and suggested copy.
- Clean handoffs: tasks and opps are created correctly with the right segmentation.
- Closed-loop reporting: conversions and meetings tie back to event spend.
- Governance: approval routing for high-priority segments.
Field insight
“We went from manual spreadsheets to automatic routing and Slack alerts. Reps now follow up the same day.”
Head of Field Marketing
Next steps
Route event leads automatically.
Connect HubSpot and Salesforce, define segments, and launch your next event with instant routing.