Connect CrowdPass to Pipedrive
Create Deals and schedule Activities from badge scans so your sales team follows up before they forget
Pipedrive is built for salespeople who think in terms of deals and next actions — not marketing abstractions. Connecting CrowdPass to Pipedrive means a badge scan at your booth immediately creates a Deal in the pipeline and schedules the first follow-up Activity. Sales reps returning from a conference don't face a pile of business cards to enter manually; every conversation is already in their pipeline with notes, deal value, and a scheduled call. Pipedrive's visual pipeline makes it easy to see which event leads are progressing and which are stuck, and the Activity reminders ensure no lead goes cold.
Automations you can build
Each booth scan creates a Person, links them to an Organization, and creates a Deal in your event pipeline. The Deal includes estimated value (from the booth qualifying form), notes from the conversation, and the event name as source. The visual pipeline shows your team exactly how many deals came from the event and where each one stands.
Alongside the Deal, the Zap schedules a follow-up Activity — a call or email due within 48 hours. Pipedrive's activity-based methodology means the rep's homepage shows exactly what they need to do next Monday morning. The Activity includes notes from the badge scan so the rep can reference the conversation without digging through emails.
Registrations create Person records with event-specific custom fields. If the Person already exists, Pipedrive's duplicate detection flags it and the Zap can update the existing record. Sales reps can filter their Contacts by "Registered for [Event]" to prepare targeted outreach before the event even starts.
When a registered attendee checks in, their existing Deal moves from "Registered" to "Attended" in the pipeline. This signals the rep that the prospect is on-site and reachable. Reps at the event can filter their pipeline for "Attended" deals and proactively seek out high-value prospects on the expo floor.
How event teams use this
Activity-driven post-event follow-up
A 10-person sales team staffs a booth at an industry conference and scans 200 badges over two days. Each scan creates a Pipedrive Deal with a follow-up call Activity due within 48 hours. On Monday morning, every rep opens Pipedrive and sees a clear list of activities: "Call Jane from Acme Corp — discussed enterprise plan at booth, interested in Q2 deployment." No leads slip through the cracks because Pipedrive's Activity reminders nag until the task is done. The sales manager monitors the pipeline view to see aggregate follow-up progress.
Visual pipeline for event deal progression
A startup founder attends five conferences per quarter and personally works the booth. Each badge scan creates a Deal in a dedicated "Conferences Q2" pipeline. The pipeline stages are: Scanned > Follow-up Sent > Demo Scheduled > Proposal Sent > Closed. After each event, the founder drags deals through stages in Pipedrive's drag-and-drop view. At the quarterly board meeting, she filters the pipeline by event source and shows that conferences generated 45% of pipeline at a lower cost-per-deal than paid ads.
Pre-event prospecting with registration data
Two weeks before a conference, registrations from CrowdPass flow into Pipedrive as Person records. The sales rep filters for registrants from target accounts and schedules "Pre-event introduction" emails via Activities. By the time the event starts, several prospects have already replied and agreed to meet at the booth. The rep arrives with a prepared meeting schedule instead of hoping for walk-ups. Post-event, these pre-warmed leads convert at twice the rate of cold badge scans.
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.
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Ready to connect CrowdPass to Pipedrive?
Schedule a demo and we'll help you set up the perfect automation for your next event.