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Integration

Salesforce Trade Show Leads
Captured and Imported Fast

Capture leads at trade shows with AI-powered scanning and voice notes. Export CRM-ready CSV or JSON files and import them straight into Salesforce — no retyping, no reformatting, no lost leads.

CSV/JSON export Salesforce-ready fields 5-min import
Ex
Sf
Export Flow
Leads captured
47 contacts from MWC
AI processing
Fields structured, scores assigned
CSV generated
salesforce_ready_export.csv
Salesforce import
Data Import Wizard — 47 new leads
47 leads in Salesforcein under 5 min

How It Works

From trade show floor to Salesforce in four steps.

01

Capture at the Booth

Scan business cards, record voice memos, take photos, or type notes. Exporb captures leads however the moment demands — all feeding into one structured profile.

02

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.

03

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.

04

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.

Exporb Field
Maps To
Salesforce Field
Contact Name
Lead Name
Email Address
Email
Company
Company
Job Title
Title
Phone Number
Phone
AI Lead Score
Lead Score (custom)
Voice Memo Transcript
Description
Key Interests
Lead Source Detail (custom)
Event Name
Campaign
Capture Date
Created Date

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 captures, structures, and exports lead data in a format Salesforce understands — name, email, company, title, and phone fields are ready to import.

Clean, Structured Data

No more messy spreadsheets or inconsistent field formats. Every export follows a consistent schema that maps directly to Salesforce lead fields, so your CRM stays clean from day one.

AI-Enriched Fields

Every lead comes with AI-generated context: lead scores, voice memo transcripts, key interests, and follow-up actions. Import richer data into Salesforce than any badge scanner provides.

Same-Day Follow-Up

Export and import leads during the event — not weeks after. Better yet, use AI email follow-up to send personalized emails to each lead before you even leave the venue, then push enriched data to Salesforce.

We used to spend three days after every trade show manually entering leads into Salesforce. Half the cards were unreadable, and by the time we followed up, the leads had gone cold. With Exporb, our entire team exports their leads as a clean CSV and imports to Salesforce before we even leave the venue. Follow-up starts the same day.
Sarah K. — VP of Sales, B2B SaaS Company

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.

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.

Setup in 2 minutes · 7-day free trial · Cancel anytime