Sync Event Contacts to Salesforce
Capture each event contact on a phone with a note on the conversation, then sync it to Salesforce as a Contact or a Lead, matched by email so you do not create duplicates. The notes, tags, and event name travel with the record, so reps and managers see the context in Salesforce.
Integrations
HubSpot
Connected
Sync these connection types
Salesforce
Contacts or leads
Outbound webhooks
Zapier, Make, Zoho, or any secure HTTPS endpoint
What goes wrong today
Most event contacts reach Salesforce late, if at all: a spreadsheet after the show, an import a week later, and a pile of records with no idea why anyone mattered. Syncing from the moment of capture changes that. The contact arrives in Salesforce the same day, with the conversation attached.
Imports a week later
Spreadsheet uploads after the event delay follow-up and often skip the leads that needed attention most.
Duplicates
Bulk imports create second records for people who were already in Salesforce, splitting their history.
Records with no context
A name, company, and email say nothing about why the person stopped by or what they need.
How it works with Genify
Step 1
Capture with a note
Reps scan a card or badge, or record a voice note, and add what the person needs and when.
Step 2
Choose Contacts or Leads
Connect Salesforce once and choose whether Genify creates Contacts or Leads, to match how your team works.
Step 3
Sync the right people
Sync everyone, or only certain connection types such as prospects and clients. Personal contacts are never sent.
Step 4
Keep the context on the record
Notes, connection type, the event where you met, tags, and location are added to the record's description, and existing records are matched by email.
Step 5
See status in Salesforce
Genify adds a Genify Status field to the Salesforce record, so relationship status is visible where your team reports.
Sarah Lee
VP of Partnerships
Northwind Labs
sarah@northwindlabs.co
Details found
What managers get
- Event contacts in Salesforce the same day, not next week
- Context from the conversation on every record
- Fewer duplicate records
- Control over which contacts sync and as which object
Rollout checklist
- 1Decide whether event contacts should be Contacts or Leads
- 2Choose which connection types should sync
- 3Confirm the connected Salesforce user can edit the Genify Status field
- 4Agree on tags for events and product interest
- 5Test with a few contacts before the next event
Frequently asked
Which Genify plan includes Salesforce sync?
Salesforce sync is part of Genify Plus.
Does Genify create Contacts or Leads in Salesforce?
You choose. Genify can create either Contacts or Leads, depending on how your team uses Salesforce.
Will syncing create duplicate records?
Genify looks for an existing record with the same email address before creating a new one, which avoids most duplicates.
What context goes to Salesforce?
Notes, connection type, the event where you met, tags, and location are added to the record's description.
Can we sync only some contacts?
Yes. Sync everyone, or only selected connection types. Contacts marked personal are never sent to Salesforce.
Works well with
Integrations
HubSpot
Connected
Sync these connection types
Salesforce
Contacts or leads
Outbound webhooks
Zapier, Make, Zoho, or any secure HTTPS endpoint
CRM integrations
Connect HubSpot, Zapier, Make, Salesforce, Zoho, or webhooks.
Sarah Lee
VP of Partnerships
Northwind Labs
sarah@northwindlabs.co
Details found
Smart scanning
Scan cards, badges, and QR codes.
Sales
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Open pipeline · 12 deals
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Won this month
18
In pipeline
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Follow-ups
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Closed won
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Start with your team
Your reps capture leads, share them with the team, and get them into your CRM with the context attached. Pick your seats and start today.