New prospect met at the booth

One card per person. The contact and company are created in HubSpot and segmented; a follow-up task (D+2) goes to the SDR in charge, based on language.

Met by

Connecting to CRM…

Last name

First name

Gender

Preferred language

Phone (optional)

Company

Pick the suggestion: the domain fills in automatically.

Company domain

No https:// or www. — this is the key that prevents duplicates.

Segment

Corporate Partner Insights Platform

Intent

Wants a demo Stay in touch

Meeting notes

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