Blinq's Event Lead Capture (ELC) turns badge scans into CRM-ready leads in seconds, with AI enrichment, conversation notes, and real-time sync.
What you'll need:
▶ A Blinq Business subscription
▶ A Blinq admin account required for setup
▶ Admin access for your CRM (HubSpot, Salesforce, Microsoft Dynamics, Zoho, Pipedrive, or Marketo)
Step 1: Provision cards to your team
Before your first event, invite your reps and set up their Blinq cards, so they're set to capture leads. We'd recommend:
▶ Here's a full Business Admin Onboarding Guide for your review!
Step 2: Connect your CRM
Blinq syncs leads in real time. Native integrations are available for HubSpot, Salesforce, Microsoft Dynamics, Zoho, Pipedrive, and Marketo. Additional tools (Zapier, Outlook, Pardot, and more) are supported via Zapier or direct integration.
▶ To learn more, check out: https://blinq.me/integrations
Supported integrations
Step 3: Create a Campaign
Campaigns are how Blinq attributes leads to specific events. Create one campaign per event. Every lead captured within the campaign window is automatically tagged to that event. No rep action required.
▶ Head to our Blinq Documentation & Integrations page for steps on how to create a new campaign!
Note: Campaign tags are applied automatically when a contact is captured through a Blinq campaign. Use campaign tags to quickly identify which campaign the contact came from. |
Note: Workspace tags are shared across the workspace. Admins create these tags in Settings → Tags and they appear as a pick-list, where they can be applied to contacts. |
Step 4: Build your custom lead capture form
Custom forms let you collect structured information from prospects at the moment of exchange, either when they scan your rep's QR code or when reps fill in the form themselves post-scan.
Login to the Blinq Dashboard
Head to Team Templates
Click Edit on an existing team template
Click on the Custom Lead Form tab
Fill out the fields in which you want includes in your lead form
Click Save
Custom forms are especially useful for capturing intent signals (e.g. product interest, budget range, decision-making timeline) that standard contact fields don't cover.
Note: We're also recommend mapping any custom lead form fields (dropdowns, checkboxes) to the right CRM fields via Settings → Integrations → Configure |
Step 5: Train your team!
Every rep attending the first event should ideally be prepped with the knowledge on how to:
Step 6: Capture leads at your event!
There are a range of ways to capture leads with Blinq at your event:
Scan and enrich
Open the Blinq app and tap the Scan button. Point the camera at any badge, QR code, or business card. Blinq reads the contact details and immediately triggers AI enrichment.
Works with all badge types, with no event-specific app or rental scanner needed.
Offline mode: scans queue locally and sync automatically once you're back online. Built for convention centre dead zones.
Every scanned or manually created lead is automatically enriched in real time. Blinq pulls from 25+ data providers and returns verified email, phone, LinkedIn profile, job title, and company details, with up to 95% field coverage.
Enrichment never overwrites existing CRM data. If a field is already populated in your CRM, Blinq leaves it untouched.
▶ Learn more about enrichment
Lead capture mode
When you have your custom lead form set to 'Lead Capture', when your QR code is scanned, instead of showing the recipient your digital business card first, they will receive your lead form to fill out which will automatically create a contact for you with their details and qualifying information. This can be particularly useful for unmanned booths where leads can easily provide their information.
Toggle this on in the custom lead form editor, at either the template or campaign level.
▶ For more details, see Lead capture mode.
Event badge kit API
For events where the organiser provides badge API access, Blinq plugs directly into the badge system so you can retrieve the attendee information directly. Contact your Blinq account manager to confirm whether your event supports this.
Manual creation
To manually add a lead (e.g. for a contact you collected offline), tap Contacts in the app, click + and enter the details. Blinq enriches the record automatically.
▶ Learn more on creating and sharing contacts
Your recipient can view your details and instantly tap an option to share back their contact info with you! You can find everyone who has shared their card back with you by opening the Blinq app and tapping your Contacts.
Step 7: Add context to your leads
Your leads are only as good as the context that you attach to them for follow-up. Add AI notes, tags and qualifiers so your team can get the most out of every lead.
AI Notetaker
AI Notetaker records and transcribes conversations, attaches a summary and next steps to the contact, and syncs everything to your CRM.
Two ways to use it to capture leads:
Record during the conversation: start recording before the conversation begins. When you stop, Blinq generates a transcript, AI summary, and suggested next steps, then attaches them to the contact.
Self-note after the conversation: walk away from the booth and record a quick voice note about what was discussed. Assign it to the contact afterwards.
Recordings can be made from your phone, a Bluetooth mic, or an Apple Watch.
Remind reps to tap Stop when finished. Transcription processes on stop, not automatically.
▶ Learn more about AI Notetaker
Step 8: Post-campaign event reporting
After the event, go to Campaigns in the Blinq dashboard to review performance. See who captured what, review the full lead list, and export contacts for follow-up in your CRM or email tool.
Because every lead is auto-tagged to the campaign at capture, attribution is immediate and clean, with no post-event data wrangling.
Use this data to report cost per lead, pipeline influenced by event, and rep-level performance across your event calendar.
Troubleshooting
Problem | Fix |
Leads didn't sync to CRM | Go to Settings → Integrations → Sync contacts to trigger a manual sync |
Rep forgot to tag leads | Admins can edit tags from the dashboard post-event |
AI Notetaker recordings are incomplete | Remind reps to tap Stop. Transcription processes on stop |
Wrong CRM field populated | Update field mapping at Settings → Integrations → Configure |
Duplicate contacts in CRM | Blinq deduplicates on email automatically. If duplicates persist, contact [email protected] with examples |
CRM sync failed during event | Leads are saved in Blinq and can be exported manually post-event |
Need help?
Reach out via our chat widget in the Help Center or via [email protected].