Salesforce Trade Show Leads
Captured and Imported Fast
Capture booth leads with AI scanning and voice notes. Export CSV or JSON files pre-mapped to Salesforce. The Data Import Wizard takes it from there. No retyping, no reformatting.
How It Works
From trade show floor to Salesforce in four steps.
Capture at the Booth
Scan cards, record voice memos, take photos, or type notes. Whatever fits the conversation. All feeding one structured contact.
Exporb Structures the Data
AI extracts contact fields, transcribes voice notes, scores each lead, and de-duplicates across your team. Every record is clean, complete, and CRM-ready.
Export as CSV or JSON
One-click export with fields pre-mapped to Salesforce standard objects. Download a file that's designed for direct import — no reformatting needed.
Import into Salesforce
Open Salesforce Data Import Wizard, upload the CSV, confirm field mapping, and click import. Your trade show leads are live in Salesforce in under 5 minutes.
What Gets Synced
Exporb exports are structured to match Salesforce standard lead fields. Minimal mapping, maximum data.
Custom fields can be added to your Salesforce org to capture AI scores, key interests, and other Exporb-enriched data.
Why Salesforce Teams Use Exporb
Your trade show leads deserve better than a spreadsheet that sits in someone's inbox for three weeks.
No Manual Data Entry
Stop retyping business cards into Salesforce. Exporb structures the data so name, email, company, title, and phone fields are ready for direct import.
Clean, Structured Data
Every export follows the same schema. The fields map straight to Salesforce lead objects, so your CRM doesn't fill up with weird capitalization and stray commas.
AI-Enriched Fields
Each lead carries AI context: scores, voice memo transcripts, key interests, follow-ups. Way more data than a badge scanner ships.
Same-Day Follow-Up
Export and import during the event, not three weeks after. Send AI follow-up emails before you leave the venue, then push enriched leads to Salesforce.
Salesforce Integration FAQ
Exporb exports your captured trade show leads as CSV or JSON files. The CSV format is designed to match Salesforce standard lead fields, so you can import directly using Salesforce Data Import Wizard or Data Loader with minimal field mapping required.
Exporb structures your captured data into fields that align with Salesforce standard objects: contact name maps to Lead Name, email to Email, company to Company, job title to Title, phone to Phone, AI lead score to Lead Score (custom field), and voice memo transcripts and notes map to the Description field. This makes import straightforward with little to no manual mapping.
For Salesforce-side deduplication, you can use Salesforce built-in duplicate rules or Data Import Wizard matching to prevent creating duplicates of contacts that already exist in your CRM.
You can export from Exporb and import into Salesforce the same day — even during the event. As soon as your team captures and reviews leads in Exporb, export the CSV, open Salesforce Data Import Wizard, upload the file, confirm field mapping, and your leads are live. The entire process takes under 5 minutes.
Currently, Exporb connects to Salesforce via CRM-ready CSV and JSON exports that are structured for direct import. A native API integration is on the roadmap. In the meantime, you can also use Zapier to automate the data flow between Exporb exports and Salesforce if you want a more hands-off workflow.
AI-extracted fields populate as standard or custom Lead and Contact properties: Lead Score (0-100), Sentiment (-1 to 1 numeric), Pain Points, Opportunities, and Follow-Up Actions. The CSV column layout matches Salesforce Data Import Wizard expectations so the mapping happens automatically.
Yes. The export can be re-mapped on import to either Lead or Contact. Default field names match standard Salesforce Lead properties; sales ops can swap to Contact during the Data Import Wizard step without manual column matching.
Capture Every Trade Show Lead Before They Hit Salesforce
Capture every lead at your next event, export a clean CSV, and have them in Salesforce before your competitors finish sorting their business cards.
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