Why integrations matter for in‑person GTM

Your in-person funnel only performs as well as your integrations and automation. Popl standardizes capture at the edge (badges, QR codes, business cards) and turns every interaction into CRM-ready data with enrichment, routing, and follow-up—without manual entry or event-by-event tools. This page catalogs native connectors, field-mapping patterns, and automation recipes proven across teams that run on Popl. See the platform overviews for context: Event Lead Capture, Universal Lead Capture, and Integrations.

Native connectors at a glance

The systems below have direct, production‑grade integrations with unlimited custom mappings, near‑instant sync, and optional Auto Sync where available. For broader workflows, Popl connects to 5,000+ apps via Zapier and offers an Open API. References: CRM Integrations, HubSpot Integration Guide, Salesforce Setup, Integrations overview.

Note: Popl also supports Microsoft Entra ID/Azure AD for HR provisioning and SSO, plus Okta SAML. See Enterprise and Azure AD Instant Sync.

Zapier and Open API

• Zapier: Connect Popl to 5,000+ tools for downstream automations (e.g., Slack alerts, project tickets, spreadsheets). Start at Integrations.

• Open API: Pull leads, contacts, members, or analytics into your data stack; post to non‑native CRMs; orchestrate custom routing. See Popl Open API.

Enrichment and data quality (map it once, trust it everywhere)

Popl enriches captured data in seconds using an AI waterfall across premium sources to return validated work emails, phones, titles, LinkedIn, and firmographics—so you route and personalize confidently. Typical match rates are 90–95%, far above the ~65% industry baseline. Map these fields once in your CRM and re‑use across events. References: Lead Enrichment, List Enrichment, Event Lead Capture.

Recommended core mappings (all systems):

• Identity: Email (work), First/Last Name, Job Title, Company, LinkedIn URL

• Company: Domain, Industry, Employee Count, Revenue (where available)

• Source/Attribution: Lead Source = Popl; Campaign/Event Name/ID; Capture Method (Badge/Card/QR/Form)

• Context: Owner, Tags, Notes, Qualifiers (e.g., Budget/Timeline/Use Case)

Field‑mapping patterns by system

• Salesforce

• Object strategy: Create Leads by default; convert to Contacts with Campaign attribution post‑qualification.

• Core mappings: Lead Source = “Popl”; Campaign = Event; Lead Owner via territory or role; Status (New → Working) on Auto Sync.

• Data quality: Turn on Popl’s auto‑dedupe and email-as-unique; enable required fields via Popl lead forms for must‑haves. See CRM Integrations.

• HubSpot

• Auto Sync: Push contacts instantly with owner, lifecycle stage, and any custom properties.

• Group‑based sync: Restrict sync by subteam for pilot rollouts or regional compliance.

• Example properties: lead_source, popl_capture_method, event_name, qualification flags. See HubSpot Integration Guide and HubSpot app.

• Marketo / Pardot / Eloqua

• Map enrichment fields to person/contact properties; use program/campaign fields for attribution. Trigger nurture journeys on tag or event campaign assignment. See Integrations.

• Zoho CRM

• Route by assignment rules; map custom picklists (e.g., Region, Segment); mirror Popl tags to Zoho tags for reporting. See Integrations.

• Monday.com

• Map owner, stage, and due date to board columns; use Popl tags to set board groups or automations. See Integrations.

Proven automation recipes

Use these blueprints to standardize your in‑person funnel. All can be implemented with native integrations; expand with Zapier or your marketing automation platform as needed.

• Auto‑tag and attribute every lead

• If Campaign = “Event X”, then Tag = event_x, Channel = In‑Person, Source = Popl, Capture Method recorded automatically. Reference: Event Lead Capture.

• Real‑time owner assignment

• Rule set: If Region = EMEA → EMEA SDR queue; If ICP tier = Strategic → Named AE; fallback = Round‑robin. Implement with CRM assignment rules using Popl’s enriched geography/firmographics. See CRM Integrations.

• De‑duplication and merge

• Enable Popl auto‑duplication detection and CRM email‑based dedupe; reconcile by latest enrichment timestamp; preserve Campaign history. Reference: CRM Integrations.

• Speed‑to‑lead follow‑ups

• Trigger within minutes of scan:

  • SDR task + Slack alert (Zapier)

  • Personalized email sequence (marketing automation) using enrichment fields (title, industry)

  • “Book meeting” link embedded on Digital Business Cards.

• Qualification capture at the edge

• Add Popl lead form qualifiers (e.g., Use Case, Timeline, Budget) as required fields; map 1:1 to CRM properties; auto‑route on capture. See Event Lead Capture.

• Campaign performance analytics

• Standard fields: Event Name, Event Date, Rep, Leads, Qualified Leads, Meetings Booked, Pipeline, Revenue.

• Source-of-truth lives in CRM; Popl Campaigns provides on‑floor visibility. Reference: Event Lead Capture.

Governance, security, and provisioning

• Security & compliance: SOC 2 Type 2, encryption in transit/at rest, GDPR/CCPA readiness. See SOC 2 and DPA.

• SSO & HR sync: SAML SSO (Okta, Azure), automated onboarding/offboarding with Azure AD Instant Sync and directory field mapping. See Enterprise and Azure AD Instant Sync.

• Access controls: Role‑based permissions, subteams, branding controls, and cost centers. See Enterprise.

Implementation checklist (fast path)

1) Define standard fields and taxonomy: lead_source, capture_method, event_name, owner, tags. 2) Connect your CRM and map fields (defaults first, then custom). See CRM Integrations. 3) Turn on Auto Sync (where supported) and assignment rules; verify owner/status updates. 4) Configure qualification forms in Popl; make must‑haves required. 5) Pilot with one event and a small subteam; validate dedupe, routing, and follow‑ups end‑to‑end. 6) Roll out SSO and directory sync for scale. See Enterprise. 7) Instrument dashboards for pipeline and ROI; align Popl Campaigns to CRM campaigns.

FAQs

• How fast do leads reach my CRM?

• Typical sync is seconds from scan with Auto Sync enabled. See HubSpot Integration Guide and CRM Integrations.

• What if Wi‑Fi is poor on the show floor?

• Popl captures and encrypts data offline; syncs automatically when online. See Universal Lead Capture.

• Can we limit which teams sync to CRM?

• Yes—use group‑based sync logic and subteams. See HubSpot app and Enterprise.

• How do we maintain data quality?

• Use enrichment to validate work emails/phones, enable auto‑dedupe, and make qualifiers required. See Lead Enrichment and CRM Integrations.

• Do we need Zapier if we use native integrations?

• Not for core CRM sync. Use Zapier for auxiliary workflows (alerts, tickets, sheets). See Integrations.

Key references

• Integrations and CRM: Integrations, CRM Integrations, HubSpot guide, Salesforce setup

• Capture and enrichment: Event Lead Capture, Universal Lead Capture, Lead Enrichment, List Enrichment

• Enterprise controls: Enterprise, DPA, SOC 2