Lead Capture Overview

The event·hapily Lead Capture App makes it easy for your sales team to capture high-quality leads at trade shows, conferences, and in-person events.

Download on Google Play

Using the app, reps can:

Scan attendee badges
Upload badge photos
Manually enter lead details
Capture customized qualification fields
Sync leads directly into HubSpot
Attribute every lead to the correct event
Send follow-up emails immediately after the conversation

This article provides a high-level overview of how the app works when capturing leads in the field.

🎥 Video Walkthrough:

Mobile Lead Capture Overview - Watch Video

Step 1: Log In & View Available Events

Open the Lead Capture by event·hapily mobile app.
Pull down to refresh the list of events.
You’ll see all events that an admin has marked as Available in Lead Capture App.
Tap the event you’re working to open it.

This ensures all captured leads are automatically attributed to the correct event inside HubSpot.

Step 2: View Leads Already Captured

Once inside your selected event, you’ll see:

A list of leads you’ve already captured
Their synced status
Quick access to edit or resend details if needed

Step 3: Choose How to Capture a Lead

Tap the More button to choose from three capture options:

1. Scan Badge (Camera)

Use your phone’s camera to snap a photo of an attendee’s badge.

2. Upload Badge Photos

If you already captured badge images earlier, upload them from your camera roll.

3. Manual Entry

For attendees without badges or if scanning isn't possible, enter lead details manually.

Step 4: Capture a Lead (Example: Badge Scan)

Tap the bottom-right button to take a photo.
Capture the badge image.
Review and confirm that the photo looks good.
event·hapily automatically extracts information from the badge, such as:
- Email
- Name
- Title
- Company
  (Even if not all fields were printed on the badge)

While the app processes the badge, add your context and notes.

Step 5: Add Follow-Up Details & Notes

After scanning, you can enrich the lead with fully customizable fields, such as:

Notes / What We Discussed
Lead Type (e.g., Prospect, Customer, Partner)
Lead Priority (e.g., High Intent)
Next Steps (e.g., Book a Demo, Follow-Up Call)

These fields are configured by your Admin in Lead Capture Settings.

Step 6 (Optional): Override or Correct Extracted Information

If any information needs adjusting (e.g., email spelling, title, company):

Tap the Override button
Edit the fields manually

This ensures accurate data flows into HubSpot.

Step 7: Sync Lead to HubSpot

Tap Sync Lead to:

Create or update the contact in HubSpot
Associate them to the event as an Event Lead
Log your notes and context
Record the lead capture activity as a timeline event on the Contact and the Event in HubSpot
Attribute the lead to you (the rep)

This happens in seconds, keeping HubSpot fully up-to-date.

Step 8 (Optional): Export or Follow Up

Email Yourself a CSV

Tap Email me a CSV to get a file containing all leads you captured for the event.

Send a Follow-Up Email (Optional)

This part feels like magic. In less than 20 seconds from an in-person interaction, an email is in your prospect's inbox with context about where you met them and what you discussed. 🪄

Tap Send Email to automatically generate an email to the lead, including:

The event name
A personalized message
Your meeting link or URL you added to 'Meeting Link' when you set up your Lead Capture account.
Automatic BCC to HubSpot for logging onto the activity timeline of that contact

Summary

The Mobile Lead Capture App helps your team:

✅ Capture leads instantly using badge scans or manual input
✅ Automatically extract contact details from badges
✅ Add rich context and qualification fields
✅ Sync leads directly into HubSpot with event attribution
✅ Send follow-ups and export leads after the event
✅ Ensure clean, consistent, actionable event lead data