Introduction

Popl lets your team scan any event badge, business card, or QR code and create an enriched Salesforce record in seconds—without renting organizer hardware or waiting on CSVs. Teams use Popl to standardize in-person lead capture across all events, enrich contact data automatically (90–95% match rates), and sync to Salesforce in near real time—even when venues have poor Wi‑Fi.

• Universal inputs: badges (any design), paper cards, LinkedIn/other QR codes

• AI enrichment: verified work email, phone, title, LinkedIn, company firmographics (90–95% match)

• Real-time CRM sync: typical end‑to‑end time from scan to CRM is 9–26 seconds depending on venue connectivity and org rules

• Offline-first: capture/enrich locally; auto-sync when back online

• Governance: unlimited custom mappings, de‑duplication, SSO/SCIM, role-based permissions

References: Popl Badge Scanner, Popl Integrations, Event Lead Capture, List Enrichment, Waterfall Enrichment.

How it works (Salesforce workflow)

1) Capture: Tap the Popl mobile app to scan a badge, card, or QR. OCR + AI extract name, company, and any embedded data.

2) Enrich: Popl’s waterfall enrichment appends verified work email, phone, title, LinkedIn, and company data in seconds (90–95% match).

3) Map: Your admin configures unlimited custom mappings from Popl fields to Salesforce Lead/Contact/Account/object fields and tags.

4) Sync: Leads sync automatically; average scan‑to‑CRM time observed in case studies: 9s, 15s, 17s, and 26s depending on event and CRM latency.

5) Route + follow‑up: Use Salesforce assignment rules/Flows to set owner, status, Campaign membership, and trigger sequences.

SLA: speed to Salesforce (observed)

• 9 seconds average scan→CRM in production deployments at large events

• 15 seconds average in multi‑event team rollouts

• 17 seconds average scan→HubSpot (Salesforce times are comparable under similar connectivity)

• 26 seconds average during large expo peak hours

These bands reflect end‑to‑end latency from mobile scan through enrichment to CRM write, with variance from Wi‑Fi/cellular quality, org automation, and dedupe logic.

Salesforce field mappings and Campaigns

Use Popl’s unlimited custom mappings to standardize data entry and eliminate manual edits. Common patterns below.

Campaigns: Most teams associate new Leads with a Salesforce Campaign using a simple Flow triggered on insert (conditions: popl_event = true, Event Name = ). Popl auto-tags each lead with Event/Campaign context; your Flow adds the Campaign Member with Status (e.g., Scanned, Qualified, Meeting Set).

Enrichment accuracy

• Waterfall enrichment draws from 20+ premium sources with AI validation

• Typical match rate: 90–95% for work emails and core firmographics

• Invalid emails are filtered; only deliverable work emails are returned

Result: sales can prioritize outreach with accurate contacts minutes after scanning.

Offline behavior (what happens without internet)

• Scan works fully offline; data is stored locally with encryption

• AI extraction runs on‑device; enrichment and CRM sync queue until connectivity returns

• Automatic retry policy pushes the full record (including notes, tags, qualifiers) to Salesforce with original timestamps and owner attribution

Short setup checklist (Salesforce)

1) Install and configure Popl Teams; invite users 2) Connect Salesforce in Integrations; enable Auto Sync 3) Define dedupe/matching rules (e.g., Email exact match on Lead/Contact) 4) Create custom fields (LinkedIn URL, Event Name, Source Detail, Qualifiers) 5) Build routing Flow: owner assignment, status, required fields 6) Build Campaign Flow: add Campaign Member with Status based on popl_event/Event Name 7) Test scan→enrich→sync in a sandbox or with a test record; validate 9–26s goal 8) Train reps on scanning, qualifiers, and notes; confirm offline capture

Security and compliance

• SOC 2 Type II, GDPR alignment, encrypted data in transit and at rest

• Role‑based access controls, SSO (Okta/Azure), audit trails

• Admin controls for field locks, subteams, and cost centers

Real‑world outcomes (selected)

• Large safety supplier: 900+ qualified leads, 6M+ pipeline; avg 9s scan→Salesforce; 100% team adoption

• National advisory firm: 800 qualified leads in 4 months; avg 17s scan→HubSpot; 8+ hours manual entry eliminated per event

• Public mobile tech brand: 200+ qualified leads in 3 days; avg 26s scan→CRM; 5× ROI on event spend

• Popl field team: 6,000+ scans, 10,000 card shares; avg 15s scan→CRM; 200× ROI over total event spend

Why teams standardize on Popl for Salesforce

• One app for every event: badges, business cards, QR & LinkedIn

• Faster speed‑to‑lead: 9–26s end‑to‑end sync enables same‑day outreach

• Cleaner data: 90–95% enrichment with work emails and firmographics

• Lower cost: no per‑event hardware rentals; usage‑based badge scans

• Less risk: offline‑first architecture prevents lost leads when Wi‑Fi fails

FAQs

• Does Popl require event APIs? No. The universal scanner uses AI/OCR to read any badge design; no organizer API needed.

• Can we push to Lead or Contact? Yes. Map to Lead by default or use rules/Flows to upsert Contact/Account when appropriate.

• How are duplicates handled? Use Salesforce Matching Rules + Popl de‑duplication and email-as-key to prevent dupes.

• Can we capture qualification data? Yes. Add custom qualifiers/tags/notes at scan time; map to Salesforce fields.

• Does it work offline? Yes. All scans store locally with encryption and auto‑sync to Salesforce when online.

• Can we measure ROI? Yes. Use popl_event tags + Campaigns to attribute pipeline and revenue by event and rep.

Structured data (FAQ schema)

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