Glossary
Lead Capture & CRM

Badge Scanning

Scanning attendee badges to capture lead data.

Badge scanning is a quick and efficient method to collect attendee information at in-person events. When integrated with a lead capture app, it allows booth staff to scan QR codes or barcodes on badges and automatically sync data to the event platform or CRM. Zuddl’s onsite lead capture tool includes fast, offline-capable badge scanning with customizable forms.

Session-Based Lead Capture

Capturing leads based on session attendance.

This method identifies and qualifies leads based on the sessions they attend during an event. Useful for understanding interests and intent, session-based lead capture helps sales and marketing teams personalize follow-ups. Zuddl tracks this engagement automatically and can sync the data to your CRM or MAP for segmentation.

Lead Qualification Tags

Custom tags that categorize lead quality and intent.

Lead qualification tags let field or booth reps label leads with categories like “Hot,” “Decision Maker,” or “Needs Demo.” These tags streamline post-event sorting and routing. Zuddl supports real-time tagging during capture, with synced fields into Salesforce, HubSpot, or Marketo.

CRM Sync

Syncing lead and attendee data with your CRM.

CRM sync ensures that lead data collected from event registrations, check-ins, or booths flows directly into your CRM system. This eliminates manual data entry, accelerates follow-up, and improves lead attribution. Zuddl offers native CRM integrations with Salesforce, HubSpot, and more, with configurable sync logic.

Lead Scoring

Assigning a numeric value to leads based on engagement.

Lead scoring helps prioritize follow-up by assigning point values based on attendee behavior—like session attendance, booth visits, or poll participation. Integrated platforms like Zuddl allow you to define scoring rules and pass scores directly to your CRM or MAP for automated workflows.