Event CRM Leads

Key points

• • Automatically create leads from event registrations based on rules.

• • Configure rules by event, event type, or question answers.

• • Filter leads based on attendee responses (e.g., only create leads if interested in product).

• • Auto-assign Sales Team and Salesperson to leads.

• • Manually create leads from attendee list.

• • Track lead origin from specific events.

Key points

• • Event-based rule: Apply to a specific event (e.g., "Product Seminar Q2 2026").

• • Category-based rule: Apply to all events of a type (e.g., all "Webinars").

• • Can create multiple rules for the same event with different conditions.

Steps

• 1. Go to Events → Configuration → Lead Generation Rules.

• 2. Click New to create a new rule.

• 3. Fill Rule Name describing the purpose.

• 4. Select scope: Event (specific event) or Event Category (event type).

• 5. Set Sales Team and Salesperson for auto-assignment.

• 6. Add Lead Tags for classification if needed.

• 7. Save and activate the rule.

Key points

• • All registrants of this event will automatically create leads.

• • Leads are assigned to the selected Sales Team and Salesperson.

• • Tags help classify and filter leads later.

Steps

• 1. In Lead Generation Rules, click New.

• 2. Fill Rule Name: "Leads from Product Seminar".

• 3. Select For Each: Event.

• 4. Select Event: "Product Seminar Q2 2026".

• 5. Select Sales Team: "North Sales Team".

• 6. Select Salesperson: "John Doe".

• 7. Add Tags: "Seminar", "Q2-2026".

• 8. Save the rule.

Key points

• • Rule applies to all events of type "Webinar".

• • Saves time when having many events of the same type.

• • Automatically applies to new events created with this type.

Steps

• 1. In Lead Generation Rules, click New.

• 2. Fill Rule Name: "Leads from all Webinars".

• 3. Select For Each: Event Category.

• 4. Select Event Category: "Webinar".

• 5. Set Sales Team and Salesperson.

• 6. Save the rule.

Key points

• • Only create leads when answer conditions are met.

• • Can add multiple conditions (AND logic).

• • Supports Simple Choice, Multiple Choice, and Text answers.

Steps

• 1. Create questions in Event → Questions first.

• 2. In Lead Generation Rule, go to Answer Conditions tab.

• 3. Click Add a line.

• 4. Select Question: "Are you interested in the product?".

• 5. Select Answer Type: Simple Choice or Text.

• 6. Select Answer Value: "Yes" or enter specific value.

• 7. Save the rule.

Use Cases

Key points

• • Leads automatically record Source as event name.

• • Can view number of leads created from each event.

• • Track conversion rate from attendee to lead to opportunity.

Steps

• 1. Go to Events → Events and open the event to view.

• 2. Click Leads button at the top to see all leads from this event.

• 3. Or go to CRM → Leads and filter by Source: event name.

• 4. View lead details: contact info, Sales Team, status.

Key points

• • Useful when wanting to control lead quality.

• • Can batch create leads for multiple attendees at once.

• • Leads are created with information from registration form.

Steps

• 1. Go to Events → Events → Registrations.

• 2. Select attendees to create leads (can select multiple).

• 3. Click Action → Create Leads.

• 4. Select Sales Team and Salesperson.

• 5. Confirm lead creation.

Key points

• • Questions appear in event registration form.

• • Use answers to create conditions in Lead Generation Rule.

• • Design questions to filter quality leads (budget, timeline, role).

Steps

• 1. Go to Events → Configuration → Questions.

• 2. Click New to create a new question.

• 3. Fill Question: "Are you interested in the product?".

• 4. Select Question Type: Simple Choice.

• 5. Add Answers: "Yes", "No", "Not sure".

• 6. Select Event or Event Category to apply question.

• 7. Save the question.

Key points

• • Leads from events automatically appear in CRM Pipeline.

• • Can convert leads to Opportunities when potential is confirmed.

• • Track entire journey from attendee → Lead → Opportunity → Customer.

• • Use Activities to schedule follow-ups with event leads.

Key points

• • Dashboard: Total leads from events, conversion rate, leads by Sales Team.

• • Lead Analysis: Analyze leads by event source, event type, time.

• • Event ROI: Evaluate event effectiveness based on lead quantity and quality.

• • Pivot/Graph views: Multi-dimensional analysis and data export.

Key points

• • Design registration questions to filter quality leads from the start.

• • Create separate rules for each event type with appropriate conditions.

• • Use Tags to classify leads by campaign, product, or region.

• • Assign Sales Team matching event audience (B2B, B2C, region).

• • Track conversion rates to evaluate rule effectiveness.

• • Combine with Email Marketing to nurture event leads.

• • Set up automatic Activities to remind follow-up on new leads.

• • Review and update rules periodically based on results.

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