Quickstart
Third-party Events
Quickstart guide to your third-party events
1 Create the event
From the Zuddl dashboard, create a new Third-Party Event, enter a name, date, timezone, and venue, then click Save.
2. Create a field event
Create a field event by entering an event name, description, start and end date and time, venue, and other details. You can create multiple field events within a third-party event.
3. Define lead fields
In Lead Capture Fields tab underOnsite > Lead capture app add only the data points booth staff truly need—think Product Interest (dropdown) or Budget Range (number). The fewer the number of fields, the lower the queue times, and structured options aid easier segmentation later.
4. Install Lead capture app
Ask every booth rep to install Lead Capture by Zuddl on their iOS or Android device, log in with company credentials, and select the live event under Live. If the network fluctuates, offline mode caches scans, then the sync resumes automatically once the connection is restored.
5. Connect alerts and CRM
Open Integrations, authenticate Slack, Salesforce, HubSpot, or Marketo, and map the custom lead fields you created in step 2. Connections are immediately activated. For example, Slack sends messages to channels the moment a scan syncs. CRM contacts update within seconds, source, event name, and score points are updated without a single CSV export. Learn how to integrate CRMs for your event.6. Capture leads onsite
You can quickly scan a badge from the QR code and fill all the custom fields for the lead. Staff can add quick notes (for example, “Asked for pricing deck”) that flow to the same record, giving SDRs context before the first follow-up call.
Learn how to capture leads using the lead capture app.
7. Review, enrich, and export
Open Leads to see every scan in real time. Filter for blanks, bulk-edit obvious errors, or import the organizer’s official scan file—Zuddl de-dupes automatically. When ready, hit Export or rely on the live CRM sync.