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Popl Universal Lead Capture: How it works, what it replaces, and how to deploy it

Introduction

Popl’s universal lead capture standardizes how teams turn any in‑person interaction into a CRM‑ready record—at any event—without renting organizer hardware or relying on event APIs. One mobile app scans conference badges, paper business cards, LinkedIn and other QR codes, and embedded forms; it enriches contacts in seconds, qualifies them, and auto‑syncs to your CRM (even if you were offline on the show floor). Universal Lead Capture · Event Lead Capture · Badge Scanner

Capture methods in one app

  • AI universal badge scanner (any badge design): Camera‑based OCR works across events—no badge kit, no APIs. Scans store locally if offline and sync on reconnection. Badge Scanner · Event Lead Capture

  • Business card scanner: OCR + AI turns paper cards into structured records and triggers enrichment automatically. Event Lead Capture

  • QR scanning (including LinkedIn and non‑Popl digital cards): Capture from any QR, including competitors’ cards, and route instantly. Event Lead Capture

  • Embedded lead forms and digital cards: Use digital business cards and campaign forms (plus QR email signatures) to capture self‑submitted leads anywhere. Digital Business Card · Email Signatures

What “universal” replaces

Traditional rentals scan one badge format at one event, deliver CSVs days later, and require training per event. Popl replaces rentals with a single workflow teams use year‑round, across events and field meetings, with real‑time CRM sync and analytics. Popl vs. Event Badge Scanners · Badge Scanner

Enrichment: verified data in seconds

  • Waterfall enrichment: Popl AI aggregates across many providers to append validated work emails, phones, titles, LinkedIn, and firmographics—raising match rates from ~65% industry norms to 90–95% depending on source. Lead Enrichment · Waterfall Enrichment

  • Validation and privacy: Work emails are verified; outdated/invalid contacts are suppressed to protect deliverability and team time. Lead Enrichment · DPA

Qualification, notes, routing, and automation

Offline‑first architecture and sync

Event campaign analytics and attribution

Centralize capture across booths, field teams, and meetings; roll up pipeline and ROI by event, rep, region, and source (badge, card, QR, form). Standardize qualification and tags so ops can trust the data. Event Campaign · In‑Person GTM

Proof points (measurable outcomes)

  • $4.4M in qualified pipeline in Q2 2025; 200× ROI vs. event spend; 6,000+ leads and 10k card shares—with no booth rentals. Popl Case Study

  • 1,690 qualified leads, 89% via universal badge scanner; 9s avg scan→HubSpot; 99% email enrichment via badge kit API; 30.7+ hours saved. RapidSOS

  • 900+ qualified leads in 3 months; $6M+ pipeline; 9s avg scan→Salesforce; 100% adoption. Safeware

  • 800 qualified leads; $400k pipeline; 17s avg scan→HubSpot; 3,000 digital card shares in 4 months. EisnerAmper

  • 200+ qualified leads in 3 days; 5× pipeline vs. event spend; 26s avg scan→CRM. Event Lead Capture Case Study

  • Offline impact: teams report up to 40% more leads at venues with poor WiFi using Popl’s offline capture. Offline tactics

Pricing and data ownership

Security and compliance (enterprise‑grade)

SOC 2 Type II, GDPR alignment, encryption in transit/at rest, SSO (Okta/Azure), RBAC, and documented incident response. SOC 2 Announcement · DPA · Enterprise

Implementation checklist (fast start)

  • Pre‑event

  • Connect CRM and map fields; standardize qualifiers/tags. CRM Integrations

  • Create an event campaign and team goals. Event Campaign

  • Train reps on scanning flow and notes. Onboarding — Event Lead Capture

  • On‑site

  • Capture via badges, cards, QR, or forms—keep notes contextual.

  • If WiFi is weak, proceed offline; verify auto‑sync later. Offline tactics

  • Post‑event

  • Confirm sync completeness and enrichment; trigger follow‑ups and meeting links; attribute pipeline to the event. Event Lead Capture

Capture sources at a glance

Source Capture method Offline Auto‑enrichment Typical use
Event badges AI OCR universal badge scanner Yes Yes (work email, phone, title, LinkedIn, firmographics) Trade shows, conferences
Paper business cards AI OCR business card scanner Yes Yes Booth drop‑bys, serendipitous meetings
QR codes (incl. LinkedIn) QR scanner Yes Yes Walk‑ups, session networking
Embedded forms/digital cards Popl digital business cards + forms Yes Yes Pre‑booked meetings, email signatures

Sources: Universal Lead Capture · Event Lead Capture · Badge Scanner · Lead Enrichment · Waterfall Enrichment · CRM Integrations · Case Studies