Connect CrowdPass to Freshsales
Let Freddy AI score your event leads and Sequences follow up automatically
Freshsales is built for velocity — getting from lead to conversation as fast as possible. Its built-in phone, email, chat, and AI scoring (Freddy) mean event leads don't just land in a database; they're scored, prioritized, and automatically entered into outreach Sequences within minutes. Connecting CrowdPass to Freshsales turns a badge scan into an AI-scored lead with a follow-up Sequence already running. High-velocity sales teams that work dozens of events per year need this kind of automation to prevent the post-event lead pile-up that kills conversion rates.
Automations you can build
Booth scans create Freshsales Leads with event source, company, and qualifying notes. Freddy AI immediately scores the lead based on profile data and your historical conversion patterns. High-scoring leads surface at the top of the rep's lead list with a "Hot" indicator, ensuring the best prospects get called first.
A second Zap step enrolls the new Lead in a pre-built Freshsales Sequence — a series of personalized emails and call tasks spaced over two weeks. The Sequence starts with a "Great meeting you at [Event]" email sent automatically the next morning. If the lead replies or books a meeting, the Sequence pauses automatically.
When a registered lead checks in at the event, their Freshsales record is updated with attendance confirmation. Freddy AI factors this behavioral signal into the lead score — an in-person attendee signals higher intent than a no-show. The score bump can trigger an automatic task for the rep to prioritize this lead for a same-day booth visit.
Registrations create Contacts in Freshsales with lifecycle stage set to "Subscriber." The event name is stored in a custom field, and the Contact is tagged for pre-event outreach. Sales reps can use Freshsales' built-in phone and email to reach out before the event, turning cold registrants into warm booth appointments.
How event teams use this
AI-prioritized event lead follow-up
A SaaS company's SDR team captures 300 leads at a major conference. All 300 land in Freshsales via CrowdPass. Freddy AI scores each lead based on company size, title seniority, and industry fit. The SDR manager opens Freshsales on Monday and sorts leads by Freddy score. The top 50 leads — VPs and Directors at mid-market companies in the target vertical — are assigned to senior reps for immediate phone outreach. The remaining 250 are enrolled in a nurture Sequence. By Wednesday, the senior reps have booked 12 demos from the top-scored leads. The AI scoring saved two days of manual lead sorting.
Automated Sequence from badge scan to booked meeting
A startup with a two-person sales team attends a regional tech meetup and scans 40 badges. Each scan creates a Freshsales Lead and enrolls it in a "Meetup Follow-Up" Sequence: Day 1 email (thanks for connecting, link to product page), Day 3 email (case study relevant to their industry), Day 7 call task. The two reps don't need to manually compose 40 emails — the Sequence handles the first two touches. They only invest time in the phone calls and the replies that come back. Six leads book demos through the Sequence's embedded calendar link without the reps lifting a finger.
Multi-event lead scoring and attribution
A company sponsors 15 events per year. Every event's leads flow into Freshsales via CrowdPass with the event name as source. Over time, Freddy AI learns which events produce leads that close: the healthcare conference leads close at 8%, the general tech expo at 2%. The marketing team pulls a Freshsales report grouping Deals by event source and Freddy score, revealing that high-Freddy-scored leads from vertical conferences close at 4x the rate of general events. This data reshapes next year's sponsorship budget — more vertical conferences, fewer general expos.
Connect in 3 steps
No code required. Set up in under 5 minutes.
Log in to Zapier
Go to zapier.com and search for "CrowdPass" in the app directory. Connect your CrowdPass account using your API key from Settings > Integrations.
Choose your trigger
Select a CrowdPass trigger event: new registration, attendee check-in, NFC badge scan, lead capture, or form submission. Each trigger sends full attendee data.
Map your action
Choose the destination app and configure what happens. Map CrowdPass fields (name, email, ticket type, custom questions) to the app's fields. Test and activate.
Related integrations
Ready to connect CrowdPass to Freshsales?
Schedule a demo and we'll help you set up the perfect automation for your next event.