Salesforce Integration · Enterprise
Trade show leads, in Salesforce before you leave the booth
Scan a badge. A Lead lands in Salesforce with Campaign attribution. No package to install, no schema changes.
Native objects. Zero schema changes.
BoothIQ writes only standard Salesforce objects. No custom fields, no custom objects, no Apex, no managed package. Connect with OAuth and your existing campaign reports and ROI dashboards work with BoothIQ data automatically.
Your event
Campaign
Created with Type "Trade Show" and your event's dates. Edits in BoothIQ update the same Campaign.
New person captured
Lead
Standard fields plus notes, voice memo transcripts, and a link back to BoothIQ in the Description.
Person already in your CRM
Contact
Your existing record, untouched. BoothIQ only attaches the Contact to the event's Campaign.
Captured at this event
CampaignMember
Attribution lives on CampaignMembers, so campaign influence and ROI reporting just work.
How the Salesforce integration works
Connect once. Every scan after that syncs automatically.
1 Connect Salesforce
Open Settings, tap Salesforce, sign in with OAuth. 60 seconds, no package to install. Sandbox and My Domain supported.
2 Scan at the booth
Scan any badge or business card. BoothIQ checks Salesforce instantly and shows if they're already in your CRM.
3 Leads land in Salesforce
A Lead with your notes, plus a CampaignMember tying it to the event. Your sales team has full context Monday morning.
Salesforce record
Lead
Salesforce record
Campaign
Know who you're talking to
When you scan a badge, BoothIQ searches your Salesforce org in real time. You'll know on the spot if this is a new prospect or an existing contact.
Existing Contact? BoothIQ leaves the record untouched and attaches it to the event's Campaign.
New lead? BoothIQ creates a Lead with enriched data and your conversation notes.
Your duplicate rules are respected. If Salesforce flags a match, BoothIQ updates the matched Lead instead of creating a copy.
What BoothIQ never does to your org
Your Salesforce admin will ask. Here are the answers.
Never modifies your schema: no fields, objects, layouts, or permissions
Never converts Leads or merges records
Never deletes your records
Never reassigns record ownership on update
Never writes to Accounts or Opportunities
Never overwrites an existing value with a blank
Works with Pardot out of the box
Because BoothIQ writes standard Leads and Campaigns, Marketing Cloud Account Engagement (Pardot) picks them up through its Salesforce connector like any other record. Nothing to configure in BoothIQ.
Leads flow into Account Engagement through the connector, ready for grading and scoring.
Nurture from the event's Campaign. Trigger Engagement Studio programs from membership in the Campaign BoothIQ created.
Attribution stays intact. Campaign influence and ROI reporting see BoothIQ leads like any other campaign source.
Salesforce sync on Enterprise
CRM sync is part of our Enterprise plan, with custom field mapping, unlimited seats, and dedicated setup. Talk to us about Enterprise.
Enterprise Plan
Custom pricing
60-second setup
No package to install. No admin project. Just sign in and go.
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1
Open Settings
Find the Integrations section and tap Salesforce.
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2
Sign in to Salesforce
Standard OAuth. Sandbox and My Domain login URLs are supported.
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3
Start scanning
Your next badge scan checks Salesforce automatically.
What your org needs
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Campaigns enabled. Standard in Professional, Enterprise, and Unlimited editions.
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The "Marketing User" checkbox on the connecting user, for Campaign sync. Lead sync works without it, and BoothIQ shows the one-line fix if it's missing.
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Object permissions for the connecting user: Read/Create/Edit on Leads, Read on Contacts, Edit on Campaigns and Campaign Members.
Frequently asked questions
How long does it take to connect BoothIQ to Salesforce?
About 60 seconds. Open Settings, tap Salesforce, sign in, and approve access. Standard OAuth, no API keys, no package to install. Sandbox and My Domain login URLs are supported.
Does BoothIQ change my Salesforce schema?
No. BoothIQ uses only standard objects: Campaign, CampaignMember, Lead, and Contact. No custom fields, no custom objects, no Apex, no triggers, no managed package. There is nothing for an admin to install or review.
Does BoothIQ create duplicate Leads?
No. BoothIQ checks your Contacts by email first. If the person exists, BoothIQ attaches them to the event's Campaign and writes nothing to the Contact. If your org's duplicate rules flag a new Lead, BoothIQ updates the matched Lead instead of creating a copy.
How does event attribution work in Salesforce?
Each BoothIQ event becomes a Campaign with Type "Trade Show". Every captured lead is attached as a CampaignMember. Your existing campaign reports, campaign influence, and ROI dashboards pick it up automatically. When a Lead converts, Salesforce carries the CampaignMember to the Contact, so attribution survives conversion.
Does BoothIQ work with Pardot (Marketing Cloud Account Engagement)?
Yes. Because BoothIQ writes standard Leads and Campaigns, Account Engagement's Salesforce connector picks them up like any other Salesforce record. You can trigger nurture from the campaign BoothIQ created, with no extra setup in BoothIQ.
What does my Salesforce org need?
Campaigns enabled (standard in Professional, Enterprise, and Unlimited editions), and the "Marketing User" checkbox on the connecting user for Campaign sync. Lead sync works without it. BoothIQ checks this at connect time and shows the fix if it's missing.
Do I need a paid BoothIQ plan for Salesforce sync?
Yes. CRM sync is part of our Enterprise plan. The free Individual and Team plans capture leads and export via CSV, but do not sync directly to any CRM.
Can BoothIQ fill my custom Lead fields?
Yes. BoothIQ can map capture data to custom Lead fields that already exist in your org, validated against each field's type. BoothIQ never creates fields.
Does it work offline?
Yes. BoothIQ captures leads offline. When you reconnect, everything syncs to Salesforce automatically and retries on its own if Salesforce has a hiccup.
Is my Salesforce data secure?
BoothIQ uses OAuth 2.0. Your Salesforce password is never shared with BoothIQ, tokens are stored encrypted, and each user has their own connection. You can disconnect at any time from Settings.
Stop losing trade show leads to spreadsheets
Connect BoothIQ to Salesforce. Scan badges at the booth. Your CRM is updated before you get back to the hotel.