For Field & Event Marketing
Get event leads into CRM faster.
Standardise, check and route event lead and contact data without waiting on spreadsheets, manual uploads or repeated QA.
The problem
The event ends. The manual work starts.
- Lead files arrive.
- Fields do not match.
- Required data is missing.
- Duplicates need checking.
- Mappings need fixing.
- Routing waits.
- Sales follow-up gets delayed.
The flow
Automate the work between event and CRM.
01
Connect
Bring event and webinar data into the same workflow.
02
Standardise
Put incoming data into the structure your systems need.
03
Check
Validate required fields, formats, duplicates and programme requirements.
04
Enrich
Add approved contact, company or other data where required.
Delivery
Route and deliver without the wait.
- Apply the routing rules in Convertr.
- Move lead and contact data that meets your requirements into CRM and automation.
The value
Run more events without adding the same manual work.
01
Reuse the same requirements across events.
02
Reduce repeated file handling, mapping and QA.
03
Keep source, event and delivery history attached.